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Director of Operations for Stratos Investment Management

  • Hybrid
    • Beachwood, Ohio, United States
  • $160,000 - $180,000 per year
  • Advisory Operations

Job description

Stratos Investment Management (SIM) is looking for a proven leader to join our team as the Head of Operations. We are seeking someone with proven ability to manage teams of investment analysts and associates, fostering a collaborative culture while mentoring staff. The right candidate will have extensive knowledge of regulatory requirements, and ethical standards to ensure compliance and integrity. This position is to support the leadership team and SIM to ensure operational readiness and effectiveness, coordinate and implement business strategy. 

What you’ll do in the role:

  • Lead the SIM Operations team that is responsible for account opening, account maintenance and the operational ticketing system. 

  • Manage complex processes and/or support significant process management/project efforts

  • Lead in process improvement and project management across multiple teams

  • Build and manage relationships with business unit partners, other Stratos departments, and SEI business and operational groups.

  • Execute on SIM’s growth strategy by building out a middle office and developing reporting and metrics. 

  • Maintain transparency on the growth of the business through developing reporting metrics, project plans, and status reports.

  • Exhibit an ability to balance multiple, changing priorities in a dynamic and fast-moving work environment.

  • Support recurring and ad hoc reporting & requests

Job requirements

What you’ll bring to the role:

  • Front-to-back knowledge of the processes, projects, systems, and markets that influence the team with a comprehensive understanding of job-related operational/compliance policies and procedures

  • Ability to think commercially, understand the impact of initiatives and risks

  • Ability to address non-standard issues within area of expertise

  • Culture carrier and role model, representing and leading the Firm's core values to influence and motivate those around you

  • At least 7 years’ relevant experience would generally be expected to find the skills required for this role

  • Strong process management and analytical skills

  • Highly proficient with Microsoft Excel, Word, PowerPoint, Salesforce, and Orion

  • Ability to take initiative and thrive in a dynamic, fast-paced, and collaborative environment.

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