Operations Manager in Indianapolis, IN at Vaco

Date Posted: 9/12/2019

Job Snapshot

Job Description

Vaco Indianapolis has partnered with a financial services / wealth management company located on the North side of Indianapolis to fill an Operations Manager role.

Job Summary

Under the direction of the Director, the Operations Associate will be responsible for the oversight and execution of day-to-day operations of the firm as well as deliver on firmwide initiatives for development of processes in direct support of the accelerated growth of the firm.

Responsibilities assigned to the Operations Associate will require this individual to assist where needed in the service and operational functions of the Wealth Management Business, will require the individual to multi task as well as be goal and outcome driven. This individual will need the ability to execute and deliver in high intensity environments

Qualifications/Skills Preferred

  • Bachelor's Degree
  • FINRA Licensed 7, 66
  • Oral and Written Communication Skills
  • Experience with operational platforms such as Schwab, TD Ameritrade, or Pershing
  • Well-versed in advisory and brokerage business, including annuities and alternative investments

Qualifications/Skills Required

  • Combination of industry experience and education
  • Willingness to attain FINRA 7 and 66 licenses
  • Oral and Written Communication Skills
  • Microsoft Proficient
  • Positive Attitude
  • Excellent work ethic
  • Team player
  • Willingness to learn and complete various functions within Operations
  • Microsoft Proficient