SVP of Operations recruitment
Since 2001, Private Client Resources has been a leader in Ultra High Net Worth reporting solutions. We have established major relationships with many of the most successful financial institutions in the world. With our solutions approach and open-architecture technology platform, PCR is growing and would like to add an SVP of Operations to our Management Team.
Summary:
The SVP of Operations will interface heavily with Client Service, and Sales and Technology groups, in order to guide and improve the operational and strategic aspects of the business.
Candidate should have both strong subject matter and business management expertise within wealth management and/or family offices and have a strong background in portfolio accounting, data operations, and related technologies. Individual must possess strong understanding of investment related performance reporting, reference data and corporate actions processing/management, account and security master design/maintenance. Specific knowledge of the wealth management industry (i.e. financial planning/advisory tools resources) would be particularly advantageous. The SVP of Operations will need to be a highly polished and dynamic communicator with the ability to partner with Sales, Implementations, and Relationship Management in a client facing capacity.
The SVP of Operations will essentially work with all areas of the business to improve processes and create efficiencies where possible.
Operations Team
- Manage Operations to further mentor/develop current 20 person operations team; establish trust and confidence as an industry SME
- Streamline and enhance the client implementations/enrollment process (i.e. create virtual onboarding team)
- Promote a culture of high performance and continuous improvement that values learning and a commitment to quality.
- Improve project and resource management tools and processes
- Identify areas for product/process improvements (i.e. CRM and/or Billing partnerships)
Strategy, Vision and Leadership
- Advise the CEO and other key members of senior management on financial planning, budgeting, cash flow, investment priorities, and policy matters.
- Serve as the management liaison to the board and audit committee; effectively communicate and present critical financial matters at select board of directors and committee meetings.
- Contribute to the development of PCR’s strategic goals and objectives as well as the overall management of the organization.
- Maintain continuous lines of communication, keeping the CEO informed of all critical issues.
Qualifications
• Business or Accounting degree mandatory, a master’s in business administration
- CPA and/or CFA preferred
- Minimum 10 years experience in a senior management role ideally in a Financial Services Firm in a high-growth organization
- Proven track record of success facilitating progressive organizational change and development within a growing organization
- Excellent judgment and creative problem solving skills including negotiation and conflict resolution skills
- Strong mentoring, coaching experience to a team with diverse levels of expertise
- Entrepreneurial team player who can multitask
- Superior management skills; ability to influence and engage direct and indirect reports and peers
- Self reliant, good problem solver, results oriented
- Energetic, flexible, collaborative, and proactive; a team leader who can positively and productively impact both strategic and tactical finance and administration initiatives.
- Exceptional written, oral, interpersonal, and presentation skills and the ability to effectively interface with senior management, board of directors, and staff
- Ability to operate as an effective tactical as well as strategic thinker
- Passion for PCR’s mission