Head of Operations Retail Advice

SUMMARY:
GrowthHouse Financial Planning Services is a fast-growing and leading advisory firm that provides expert guidance to clients across all advice fields. We are seeking an experienced Head of Operations to join our team.

POSITION INFO:

Key Responsibilities

• Develop and implement operational strategies to achieve business objectives increasing efficiencies and reducing costs
• Lead and manage the operations team, providing guidance and support to ensure high performance
• Oversee the development and maintenance of operational processes, procedures, and systems
• Develop and report on key performance indicators and pipeline management for the team
• Ensure compliance with regulatory requirements and industry standards (e.g. FICA, FAIS,TCF, POPIA, Employee Equity, ect.)
• Manage budgets and financial reporting for operational areas
• Foster a culture of continuous improvement, identifying opportunities for process enhancements and efficiency gains
• Collaborate with other department heads to ensure alignment and effective communication across GrowthHouse
• Develop and maintain relationships with external partners and vendors
• Own and drive the financial advisor onboarding operational process end to end

Requirements

• Minimum 8-10 years of experience in operations management, preferably in administration and services to financial advisers.
• Proven track record of leadership and team management
• Strong strategic planning and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work in a fast-paced environment and adapt to changing priorities
• Strong analytical and financial management skills
• Bachelor''s degree in Business Administration, Operations Management, or related field; MBA or CFP
• Experience with operational process improvement and implementation of new systems and technology (e.g. Elite Wealth, atWork, Xplan, Jira, etc)
• Knowledge of industry-specific regulations and standards