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Operations Manager

    • Cottage Grove, Minnesota
  • Distribution
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Description

Summary

The Operations Manager helps oversee the function and performance of operations and support staff for The Myers Group. Position will typically supervise some support staff in the performance of their duties and may be responsible for establishing or contributing ideas for department processes, procedures, and protocols. This position is employed by The Myers Group.

Salary Range: $100-120,000 annually dependent upon licensing and experience

Benefits: Health Savings Account, SIMPLE retirement savings plan, Paid Time Off, Annual Bonus

This is a hybrid position primarily working 3 days a week in the Cottage Grove office. There will be times this individual will need to commute to the Eden Prairie office.

Job Description

Responsibilities

  • Promote the firm’s mission, culture and core values through day-to-day leadership and management
  • Develop, execute, and oversee workflow, processes, and Standard Operating Procedures for practice
  • Work with owners to determine staffing needs
  • Determine training and onboarding plan for new hires
  • Develop and maintain job descriptions
  • Manage staff
  • Develop criteria to gauge team effectiveness
  • May conduct bi-annual performance reviews
  • Prepare and facilitate weekly team meetings
  • Lead strategy, development, and implementation of projects
  • Drive culture within the team by scheduling team events
  • Update policies and procedures in accordance with SEC and FINRA standards
  • Own practice marketing efforts to increase brand awareness and drive new business
  • Manage the production, scheduling, posting, and reporting of all marketing content and campaigns
  • Develop and maintain all regulatory files
  • Monitor and support licensing and continuing education requirements for all members of the team
  • Oversee client account setup
  • Handling accounting, human resources, payroll, utilities, and facilities
  • Step in as backup for others on the team as needed
  • Other responsibilities as assigned by owners

Qualifications

  • Minimum 3 years of experience in the investment industry
  • Securities license (6/63, 7/66 or 7/63 & 65) and Life, Health and Annuity license required
  • Strong interpersonal skills
  • Complete knowledge of financial products used by the firm
  • Thorough understanding of the technology used by the firm and how it applies to clients
  • Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce)
  • Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
  • Ability to maintain integrity of sensitive/confidential information

Competencies

  • Planning/Organizing
  • Customer Focus
  • Communication
  • Interpersonal Skills
  • Teamwork and Collaboration
  • Adaptability/Flexibility

External/Internal Dependencies

  • Must be able to work with all roles of The Myers Group
  • Must be able to represent the organization in work with external clients
  • Must be able to cultivate and maintain relationships with outside organizations

As part of The Myers Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

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Operations Manager

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Our DEI Perspective

At Thrivent, we know our organization is strengthened when we have a diverse team that reflects our clients and builds on the diverse perspectives of others.

We believe that humanity thrives when people make the most of all they've been given, which includes our history, heritage, individual and collective experiences. Take a moment to pause with us, reflect on where Thrivent is at in our DEI journey and look forward to the future in anticipation of great things to come.

Read our Diversity, Equity & Inclusion Report

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