FSOM: Financial Services Operations Manager

Requirements

• Experience in financial services operations (such as insurance, mortgage, RIA/BD, or credentialing), with a specific talent for reconciliations and managing exceptions.
• Proficiency with SureLC, Monday.com, Google Suite (Sheets, Docs, Drive), Freshdesk, Zoom, and Slack.
• Remote location.
• Full-time, 9 am - 5 pm US Central Time schedule.
• Paid Time Off (PTO) and paid U.S. holidays benefits.
• May require travel to the U.S. for team meetings 1–2 times per year.
• Reporting to executive leadership and managing a team of two specialists.
• A quiet home office with a reliable, fast internet connection and a modern computer less than 3 years old.
• The computer should have a high quality video camera for meetings and high quality audio for communication and meetings.
• A high speed internet connection with average speeds above 25 MB/s or higher.