IFG's Chicago based wealth management client is dedicated to driving operational excellence as they grow. Their mission is to enhance client satisfaction while ensuring operational efficiency and excellence. That is where you come in.
Summary:
The Head of Operations plays a critical leadership role in driving operational excellence and supporting strategic growth for a fast-growing, financial services firm. This role oversees all day-to-day operational functions and is responsible for managing the seamless integration of advisory teams and their clients. The Head of Operations partners closely with the President and CFO to implement strategies that promote scale, operational efficiency, and outstanding client experiences.
Responsibilities:
- Lead and manage daily operations across business units, including client service, billing, and third-party custodial relationships.
- Design and implement streamlined processes and policies that align with the firm’s operational goals and compliance standards.
- Build and lead a high-performing operations team with a focus on accountability, collaboration, and innovation.
- Develop and execute onboarding strategies for new advisory teams, including integration of client assets, personnel, and workflows.
- Ensure all systems, tools, and platforms (e.g., financial planning, CRM, portfolio management) are implemented consistently across the organization.
- Manage the asset transition process and uphold client service standards and regulatory obligations.
- Cultivate strong, trusted relationships with incoming advisors and teams.
- Collaborate with executive leadership to define long-term business goals and operational strategies that support organizational growth.
- Monitor KPIs and operational metrics to guide continuous improvement and goal achievement.
- Ensure high-quality client onboarding and integration experiences.
- Manage operational budgets and resource allocation to optimize efficiency and cost-effectiveness.
- Collaborate with finance leaders to support billing, budgeting, and financial planning activities.
- Lead risk mitigation initiatives and ensure preparedness for evolving regulatory landscapes.
- Partner with legal and compliance teams to uphold regulatory readiness.
Qualifications:
- Bachelor’s degree in Business, Finance, or a related field.
- 10+ years of senior-level operations experience, ideally in financial services, wealth management, or a similar regulated industry.
- Demonstrated success in operational leadership, team building, and driving strategic outcomes.
- Strong understanding of industry compliance, advisory operations, and client service best practices.
- Proficiency with financial operations systems and platforms is preferred.
For immediate consideration, please email your resume to: ericmaleski@ifgus.com