Director of Operations

🕒 vor 3 Tagen

🇺🇸 Vereinigte Staaten – Remote

💵 $100.000 - $140.000 / Jahr

⏰ Vollzeit

🔴 Experte

⚙️ Operations

🦅 H1B-Visum-Sponsor

Dieses Unternehmen hat in der Vergangenheit H1B-Visa gesponsert.

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Mariner

WebsiteLinkedInAlle Stellen

1001 - 5000 Mitarbeiter

💸 Finanzen

🤝 B2B

💰 €75.000.000 Debt financing im 2022-02

Finance • B2B

Mariner ist ein national agierendes Vermögensverwaltungsunternehmen, das umfassende Finanzplanung und Investmentmanagement-Dienstleistungen für Einzelpersonen, Familien, Berater und Unternehmen bietet. Das Unternehmen offeriert integrierte Lösungen, darunter Vermögensplanung, Steuerplanung und -vorbereitung, Nachlass- und Treuhanddienste, Versicherungslösungen, Altersvorsorgeleistungen, institutionelles Cash Management sowie Bewertungs- und Beratungsdienstleistungen. Mariner unterstützt Berater mit internen Teams und bedient eine Reihe von Kundensegmenten – Führungskräfte, Profi-Sportler, medizinische und dental-professionelle und Unternehmer – mit einem Fokus auf treuhänderische Beratung und kooperative, anspruchsvolle Vermögensstrategien.

Beschreibung

• Lead and mentor a team of professionals across Client Service and Operational Administration, fostering a culture of excellence and collaboration. • Conduct performance evaluations, provide feedback, and guide professional development for team members. • Manage escalated requests, resolving complex client and operational challenges efficiently. • Oversee processes for asset movements, including wires, journals, checks, ACHs, and alternative investments. • Ensure adherence to fraud and cybersecurity procedures and compliance with regulatory requirements. • Monitor daily treasury operations, including trading, cashiering, and problem resolution. • Optimize workflows and ensure operational congruence between departments. • Supervise new accounts setup, onboarding, and ongoing account services. • Collaborate with the Alternative Investments team to manage private equity, hedge funds, real estate, and other non-traditional assets. • Enhance the client experience through proactive problem-solving and alignment of internal processes with client needs. • Partner with advisors to provide subject matter expertise and ensure timely responses to inquiries. • Work closely with custodians and third-party vendors to streamline transactions and address issues. • Collaborate with leadership to implement best practices and develop strategic initiatives that improve efficiency and service quality.

🎯 Anforderungen

• Bachelor’s degree in Finance, Business Administration, or a related field. Advanced certifications (e.g., CFP, CFA) are a plus. • 3–5 years of experience in a management role within financial operations, wealth management, or investment advisory services. • Comprehensive understanding of traditional asset management, including dollar-cost averaging, asset allocation, and tax implications of transactions. • Expertise in custodial platforms (e.g., Charles Schwab, Fidelity, TD Ameritrade) and alternative investment operations. • Strong leadership skills with a proven track record of managing and developing high-performing teams. • Exceptional problem-solving abilities and a commitment to operational excellence. • Proficiency in technology platforms and tools, with an aptitude for learning new systems.

🏖️ Vorteile

• We believe in giving associates progressive opportunities • Actively nurturing professional growth • Giving back to the community • Innovative workplace • Culture that fosters camaraderie, teamwork and work-life balance