Manager, Brokerage Operations
****How will your role impact First Command?
The Brokerage Operations Manager is responsible for carrying out the goals and the daily execution of the Brokerage Operations department functions and driving business growth of the department through effectively responding to the needs of our clients, advisors and team. Operations Manager is responsible for managing and accountability of a team of associates charged with executing day-to day business and mitigating financial, operations, regulatory and reputation risk to the firm. Identify and support deadline sensitive financial transactions processing as well as maximize the production of non-deadline sensitive processing and research. Operations Manager effectively delegates tasks with clearly defined responsibilities. Foster a collaborative environment working with Advisors, office staff and other home office departments including Compliance, Customer Service, Financial Services, and Technology. Additionally, you will take part in the organization and the department as a member of an Agile Release Train, shared services, or subject matter expert in innovation initiatives in service, operations, and technology. You will impact the organization through maintaining flexibility and learning additional new skills.
What roles will this employee lead?
What will you be doing?
What skills/qualifications do you need?
Additional Abilities
Problem-solving skills with the ability to analyze trends and identify and communicate problems or concerns.
Demonstrate confidence, skill, and professionalism needed to resolve critical issues in a manner that strengthens the client relationship and mitigates risk for the firm.
Knowledge of Agile and /or Lean methodology
Executes with a sense of urgency, a drive to make an impact, and a high level of self-confidence.
Must be able to work well in high pressure situations and elevated workloads.
Desire and ability to actively and positively contribute within a highly collaborative team setting
Curiosity and demonstrated ability to acquire new skills, knowledge, and abilities
Willingness to remain responsive and flexible in a dynamic environment and support team’s deliverables
Ability to engage partners internally and externally in a professional and productive manner to maintain a high level of performance and service
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Required Skills
Required Experience