This company is a national financial services and consulting firm dedicated to meeting the financial needs of institutional and private clients. The company’s mission is to attract institutions and wealthy individuals as clients through the investment management of their retirement plans and/or personal portfolios.  The company has enjoyed much success and continues to be a thriving business, owned and head quartered in North Carolina.  

Currently, we are searching for a Managing Director, Group Head, Business Operations Group

Job description: This is an exciting opportunity touching companywide strategic initiatives as well as day to day operations. We are seeking a dynamic leader to lead our Business Operations Group. The successful applicant will oversee: Finance, Legal, Operations (Technology, Facilities, Compliance, Client Operations, Advisor Integration, and Project Management), Human Resources, Acquisitions and Recruitment, Corporate Marketing and Client Services.  You will report directly to the Chief Executive Officer. This leadership position will play a key role in three main areas: 1. Senior management; negotiation and on-boarding of advisor acquisitions, negations and management of key vendor relationships and effective communication of company’s vision, strategy, goals and core values.  2.  Departmental management; effective management of the “back office” operations, managing to outcomes and hiring and managing to functional managers.  3. Strategic insight; member of Executive Committee and liaison with board of advisors. A highly competitive compensation package is offered for this position including salary and equity options. Only the highly qualified applicants will be contacted for interviews.

Requirements

Skills, Aptitudes, Characteristics Required:

·  Strong, proven senior leadership.

·  Excellent ability in assessing talent and personnel skills.

·  Experience in finance (running a business) and budgeting.

·  Superior oral and written communication skills.

·  High standards of professionalism (dress, manners, conduct, speech).

·  Positive attitude and a team player.