New job Financial Operations Manager- San Antonio, TX

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Group: JOBS 2.0: Job Search Career Networking Staffing. Post Resume -Get Paid by Employers at Resumark .com Subject: Financial Operations Manager- San Antonio, TX Betsy Rossen posted a job: Financial Operations Manager- San Antonio, TX "The Role: Operations Manager The Location: San Antonio, TX An established wealth management firm has a need for an exemplary Operations Manager. Our organization was built expressly around understanding and meeting wealthy families’ complex financial needs. We are an unprecedented leader of comprehensive, integrated wealth services and as such require an outstanding Operations Manager to ensure our Firm’s operational excellence. The Operations Manager will provide oversight of the back end and middle office responsibilities. They will interact via phone and e-mail with our clients to open and close accounts, oversee cashiering functions, complete appropriate compliance disclosure documents, maintain the company’s proprietary CRM system and prepare quarterly billings. The Operations Manager will have the opportunity to take ownership for the Firm’s quality and delivery and implement service excellence standards. Required Skills & Experience: ● Bachelor’s Degree in Business, Finance, Accounting, Economics or related field ● Seven or more years of wealth management experience ● Familiarity working with investment partnerships and alternative investments and money managers ● Familiarity with alternative type investments (hedgefunds, subdocument, ppms) ● Experience using Black Diamond Performance Reporting or a comparable reporting system ● Advanced Microsoft Office proficiency, particularly Excel ● FINRA Series 7 or 65 licenses ● Ability to pay close attention to detail in order to complete compliance documentation and performance billings ● Process-oriented with hunger for continuous improvement and commitment to excellence ● Ability to work with “type A” personalities and drive results ● Excellent communication skills ● Ability to build and maintain great relationships with clients and the advisory teams To Apply This position offers an entrepreneurial environment and comprehensive compensation package including bonus and outstanding benefits. Please send your resume including compensation history to 53606@resumereviewteam.com. No phone calls please. Qualified applicants will be responded to as quickly as possible. Please note: Applicants for employment in the U.S. must possess work authorization that does not require sponsorship for a visa now or in the future. Keywords: Keywords: Client Associate, Client Service, Client Service Associate, Wealth Management, Private Wealth Management, Wealth Manager, Financial Management, Banking Associate, Banker Associate, Private Wealth Advisor, Wealth Advisor, Financial Advisor, Financial Analyst, Financial Planner, Investment Management, Investment Banking, Private Banking, Business Development Analyst, Business Analyst, Management Analyst, Stock Broker, Stock Analyst, Trader, Stock Trader, Stock Analyst, Broker, Operations Manager, Money Manager, Mutual Funds, Hedge Funds"

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