• Manager of Operations

    Thrivent Financial (Agawam, MA)


    Summary

    The manager of operations is responsible for all support staff. This position will lead "Best in Class" service by example and manage all service-related functions. . The manager of operations reports to and is employed by Shuttleworth Financial Group.

     

    This position is fully in-office. Compensation is $80,000-$100,000 dependent upon experience. Benefits include: PTO.

    Job Description

    Position Roles/Responsibilities/Accountabilities

    + Lead, supervise and support office staff to ensure operational efficiency and daily client service requests are met

    + Train, coach and mentor support staff to foster professional growth and performance

    + Prepare and manage weekly team meeting agendas

    + Manage business pipeline from initiation to completion, ensuring timely execution

    + Manage all advisors continuing education, computer based trainings, licensing requirements, including renewals and onboarding

    + Manage and monitor documentation standards and disclosure requirements to ensure full regulatory compliance

    + Oversee and maintain all office technology systems including computers, printers, internet connectivity and related equipment

    + Manage the office Social Media presence to enhance visibility

    + Develop & manage the team’s marketing plan in conjunction with growth initiatives and business goals

    + Handle complex client service requests to ensure high standard of client satisfaction and retention

    + Coordinate and manage all aspects of Advisors’ “Quarterly call” activities including scheduling, content and follow-up

    + Plan, coordinate and execute office events such as Economic Outlook presentations, team-building events, and community outreach (e.g. church events)

    Position Qualifications

    + 5+ years of experience in the investment or financial services industry

    + 3+ years of management experience with a track record of team leadership

    + Strong interpersonal and communication skills

    + Proficiency with technology, and tools like Microsoft Office, Salesforce, Docusign, Outlook, Excel and PowerPoint required

    + Proven ability to manage multiple priorities and maintain confidentiality

    + Ability to maintain integrity of sensitive/confidential information

    + Basic understanding of our products and services, and Thrivent Financial

     

    Competencies

     

    + Planning/Organizing

    + Customer Focus

    + Communication

    + Interpersonal Skills

    + Teamwork, Leadership, and Collaboration

    + Adaptability/Flexibility

     

    External/Internal Dependencies

     

    + Must be able to work with all roles of the team

    + Must be able to represent the organization in work with external clients

    + Must be able to cultivate and maintain relationships with outside organizations

     

    As part of Shuttleworth Financial Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

     

    All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

     

    At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.

     

    For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.

     

    Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.