Back to Accounting / Finance postings Back to Office Administration postings

Director of Operations Growing Wealth Management Firm in Lincoln - HEMPHILL EXCLUSIVE!

Highly respected wealth management firm and Registered Investment Advisor with headquarters in Lincoln is adding a Director of Operations position due to impressive year over year growth.  This new management position will report to the CEO while managing all aspects of administration, back office management, trade execution, compliance, vendor management, their CRM technology platform, records management, office management and administrative support for the CEO and leadership team.  Become a valued member of the leadership team while making sure the firm is well positioned for many years of continued growth.  

 

This firm is built upon a foundation of trust, high integrity, conservative core values, and an excellent track record of delivering outstanding service and excellent financial returns for high net worth clients.  

 

  • In this leadership position, you will manage a small team while taking responsibility for all administration, trade execution, compliance, records management, back office systems, processes, and client support to ensure these functions are running efficiently and are well managed.

 

  • Ensure all technology, systems, and processes are refined and efficiencies are harvested so the firm is well positioned for continued growth.

 

  • Manage the team and vendors to ensure the trading system, CRM tool, reporting systems, and client account interface are operating efficiently.

 

  • Enjoy a broad scope of responsibility and the empowerment to lead many important aspects while making a significant contribution to the success of this impressive firm. 

 

To learn more about this opportunity on a confidential basis call Susie Hemphill at 402.334.4800 *244 or send your resume to shemphill@hemphillsearch.com to learn more. Job Number 8860SH

The Right Match - The First Time

Your Confidentiality is Our Priority; Hemphill will NOT Forward Your Resume Without Your Approval.

Hemphill Voted – “Best Employment Firm” by Omaha’s Business Leaders & B2B Magazine in 2008, 2009, 2010, 2011, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, & 2021!

Omaha Chamber of Commerce Top 25 – “Excellence in Business Award Winner” based upon our growth and commitment to quality.

***Never a fee to our applicant***

Contact Information

Back to Hemphill Team postings

Back to Accounting / Finance postings

Back to Office Administration postings