Objective: Instrumental in optimizing workflows, implementing innovative technologies, and maintaining high-quality service standards to elevate client satisfaction and internal operations. A detail-oriented leader with a passion for driving efficiency and enabling growth.
1. Improve Efficiency and Systems
Streamline Processes: Identify inefficiencies in workflows and implement systems to save time and reduce errors.
Standardize Procedures: Create and maintain operational manuals, templates, and checklists to ensure consistency.
Optimize Technology: Research and implement software (e.g., CRM, task management tools) to improve productivity.
2. Enhance Client Experience
Improve Onboarding: Ensure new clients are onboarded smoothly with standardized steps and automated tools.
Manage Service Models: Oversee and refine client service models to ensure consistent delivery of value across all client segments.
Quality Control: Implement systems to ensure no promise falls through the cracks, maintaining client trust and satisfaction.
3. Focus on Strategy
Delegate Day-to-Day Tasks: Take over routine operational responsibilities, allowing Steven to focus on business growth, client relationships, or new initiatives.
Provide Insightful Reports: Track KPIs and operational metrics to give Steven actionable data for decision-making.
Track Goals: Monitor progress toward both short-term and long-term business objectives to ensure alignment with Steven's strategic plans.
4. Team Management
Supervise Staff and Roles: Oversee employees to ensure they are aligned with business goals and performing their duties effectively.
Training and Development: Manage staff development programs to enhance skills and boost morale.
Recruitment: Assist in hiring new employees or contractors to ensure the team has the necessary expertise.
Measure Capacity and Hiring Needs: Evaluate current team capacity and identify gaps, determining when and where additional hires are needed.
5. Manage Compliance and Risk
Oversee Regulatory Requirements: Ensure the business complies with all industry regulations (e.g., SEC/FINRA rules for financial planners).
Monitor Deadlines: Keep track of compliance filing dates and ensure no obligations are missed.
6. Cost Control and Budgeting
Reduce Overhead: Identify areas where the business can save money without sacrificing quality.
Resource Allocation: Manage resources effectively to maximize return on investment.
7. Drive Scalability
Prepare for Growth: Establish scalable processes that can handle more clients without overburdening your team.
Create Strategic Plans: Work alongside Steven to design a roadmap for sustainable growth.
Standardized Processes: Develop and implement repeatable workflows that allow for consistent delivery of services as the business grows.
Required: Bachelor's Degree
Location: Loveland, Colorado (Centerra) - Full Time (On-Site)
Salary: $80,000-100,000 commensurate with experience + bonus opportunity
Full-Time Benefits: Medical, Dental, and Vision Insurance, and 401(k) after 6 months tenure