Operations Manager at Vicus Capital in State College, Pennsylvania

Job Description:

COMPANY

Vicus Capital is an independent investment management firm with over $2 billion in assets under management headquartered in State College, Pennsylvania. The firm works with advisors throughout the country to provide clients with elite service and cutting-edge advisory platforms. We take great pride in fostering a family atmosphere and a fulfilling work environment for all employees.

POSITION SUMMARY

We are looking to hire a dynamic Operations Manager to lead our company’s Advisory Operations Team.

This role reports directly to the Chief Operating Officer. The Director of Operations will monitor and supervise the day-to-day operations of the Advisory Operations Team and will be required to learn the responsibilities of their direct reports in order to act as back-up for those positions on an as-needed basis (i.e. processing new business applications, cashiering requests, workload delegation, etc.). They will be required to develop, implement, and quality control all aspects and procedures of the Advisory Operations Team, and develop solutions in real-time for closing gaps in controls.

This position must maintain a constant and open dialogue with the Chief Operating Officer on the state of daily operations, updates on strategic projects, and their staff. This individual should have a passion for providing world-class support and cultivating that passion in others, display impeccable organizational skills, and demonstrate effective and versatile communication skills for a wide range of audiences: end investors, advisors, advisor office staff, direct reports, peers, management, and the executive team.

PRINCIPAL DUTIES & RESPONSIBILITIES

• Support the Advisory Operations Team in providing world-class client service to our nationwide network of financial advisors, acting as a key decision-maker during process analysis and crisis management
• Cultivate relationships of trust with our financial advisors and their office staff
• Develop and execute on projects that improve processes to advance work quality and efficiency

SKILLS & QUALIFICATIONS

• A high degree of professionalism and a strong work ethic
• Excellent people skills and an aptitude to coach and train direct reports
• Critical thinking, complex problem-solving, and time management
• Outstanding follow-through, seeing tasks from start to finish, including those processed by direct reports
• Exceptional communication skills, both verbal and written
• Systems analysis and evaluation
• Project management, emphasizing an ability to prioritize tasks
• Strong attention to detail and accuracy; highly organized and efficient
• Ability to work without close supervision, exercising independent judgment and problem-solving, as well as collaborating in a team environment
• Candidate must be comfortable with and proactively research and promote technology in the workplace: Proficiency in Microsoft Office, particularly Excel, is required; Experience with a CRM, like Redtail, is preferred

BENEFITS

This career opportunity is a full-time salaried position. A comprehensive benefit package is provided which includes Health insurance, Dental & Vision, Group Life Insurance, Short Term Disability Insurance, 401k with safe harbor employer contributions.

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