Mariner Wealth Advisors

Operations Manager

Job Location(s) US-KS-Overland Park
Posted Date 2 weeks ago(6/5/2021 7:49 AM)
# of Openings
1
Category
Operations

Overview

Mariner Wealth Advisors is a national wealth advisory firm. Our mission is to help clients and their families navigate their financial future, charting the course to achieve their financial goals today, tomorrow and for years to come. Simply put, we exist to be advocates. We believe everyone can benefit from professional advice and, as our clients’ advocate, we help them make informed financial decisions so they can live a fulfilling life.

 

As a Manager of the operations team, the primary responsibility is to lead a team of associates across several operational functions. This is a chance to join an operations team that is growing quickly, giving associates significant opportunity for growth and personal development. People that are successful in this role have high expectations for themselves, strong critical thinking skills, enjoy taking on projects, and working with internal clients.

Responsibilities

  • Serve as both a primary and escalated point of contact for internal clients
  • Responsible for ensuring and driving an emphasis on exceptional client service throughout the team
  • Responsible for ensuring team alignment with our organizational Client First focus
  • Prioritize projects for the operation steam and set expectations with stakeholders
  • Develop and maintain relationships with acquisitions
    • Lead discussions in integrating firms with respect to operational functions
    • Create solutions for transitions
    • Ensure timeliness of transition of operational processes
  • Lead and mentor a team of associates including staffing and ongoing performance management
  • Identify opportunities for efficiency, and coordinate with IT and other internal teams on workflow enhancements
  • Help build and maintain existing processes including Alteryx, VBA, and Salesforce

Qualifications

  • Bachelor’s degree in Business, Finance or related field require; OR equivalent combination of education and experience sufficient to successfully perform the duties of the job
  • Proficiency with Excel
  • 3-5 years of industry experience
  • Experience with Alteryx, PowerBI, Visual Basic, SQL, or similar work experience is a plus.
  • Ability to lead/manage a team of associates
  • Ability to effectively assess and prioritize tasks in alignment with overall objectives of the organization
  • Ability to effectively communicate across all levels of the organization.
  • Adapt to fast-pace, changing environment. High change management aptitude.
  • Effective organization, control, and follow-up of work

 

We welcome your interest in being a part of the Mariner Wealth Advisors team. We offer associates an innovative and challenging place to work with camaraderie and teamwork. We have a growth-oriented, entrepreneurial culture that respects people and values talent, experience and ambition.   

 

EOE M/F/D/V

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