AVP, Operations Manager - Oklahoma Financial Center

Bluespring Wealth Partners; Oklahoma City (OK); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player seeks an AVP of Operations to lead their Oklahoma City office. This pivotal role involves overseeing daily operations, managing a dedicated team of client service associates, and ensuring compliance with industry regulations. You will implement process improvements to enhance operational efficiency while collaborating with senior management to devise strategies for growth. Join a team that values financial independence and community engagement, and make a significant impact in the financial services sector. If you are a self-motivated leader with exceptional communication skills, this opportunity is perfect for you.

Benefits

Health Insurance

Vision Insurance

Dental Insurance

401(k) Plan

Voluntary Plans

Qualifications

• Proven experience in management and financial industry is essential.
• Strong analytical skills with a focus on compliance and regulations.

Responsibilities

• Oversee daily operations and manage client service associates.
• Implement process improvements and ensure compliance with regulations.

Skills

Financial Analysis

Organizational Skills

Communication Skills

Critical Thinking

Microsoft Office Suite

Interpersonal Skills

Self-Motivation

Education

Experience in Management

Experience in Financial Industry

Tools

Microsoft Office Suite

Job description

AVP, Operations Manager - Oklahoma Financial Center

Job Description

Our organization has been a part of the Oklahoma City community for more than thirty years. We go all the way back to the fall of 1987 when Karen Cunningham founded Oklahoma Financial Center as a fee-based financial planning firm. Throughout the years, we’ve added expertise and experience with dedicated team members. In 2017, Karen’s son Porter joined the firm, bringing our team to ten members. Strong communities are made up of strong, confident families, and Oklahoma Financial Center offers a team-based approach to truly surround our clients with the expertise they need on their road to financial wellbeing.

We are seeking an AVP of Operations who will oversee daily operations to ensure the firm runs smoothly and efficiently. You will manage a team of client service associates, providing leadership and guidance to maintain high performance and accountability. Responsibilities include implementing and improving processes, ensuring compliance with industry regulations, and optimizing client service. Additionally, you will collaborate with senior management to develop strategies that support the firm’s growth and long-term success.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Lead and mentor a team of Client Service Associates, ensuring high performance and accountability.
• Oversee client service operations, ensuring timely, accurate, and compliant handling of client requests.
• Manage firm financials, including budgeting, expense management, and financial reporting.
• Identify and implement process improvements to enhance operational efficiency and reduce errors.
• Oversee execution and completion of key projects, ensuring deadlines and objectives are met.
• Ensure firm operations and client interactions comply with industry regulations and internal policies.
• Collaborate with senior leadership to develop and execute operational strategies aligned with growth goals.

KNOWLEDGE, SKILLS, AND/OR ABILITIES:

• Ability to analyze financial information and comply with regulations
• Exceptional organizational skills
• Integrity, discretion, and respect for confidentiality and privacy
• Excellent written and verbal communication skills
• Research and critical thinking skills
• Advanced level computer skills; strong knowledge of Microsoft Office Suite
• Team Player
• Ability to get along with diverse personalities
• Professional appearance and demeanor
• Well-developed interpersonal skills
• Effective follow-up
• Self-motivated with ability to work independently as well as under direction

SUPERVISORY RESPONSIBILITIES: Yes

EDUCATION AND/OR EXPERIENCE:

• Experience in Management
• Experience in Financial Industry

CERTIFICATES, LICENSES, REGISTRATION: None

PHYSICAL DEMAND: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Ability to sit at a computer for long periods of time in an office environment well lit.
• Ability to communicate via phone with clients and vendors.
• Position is located in the Oklahoma City, OK office. Must be able to work in the office during scheduled work hours.

OTHER DUTIES: Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

BENEFITS:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

DISCLOSURE:

• You acknowledge that if hired, Bluespring Wealth Partners may obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Bluespring Wealth Partners prohibits any such discrimination or harassment.

KESTRA VALUES:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.