Job Description

Beacon Pointe is currently seeking an exceptional individual to oversee Beacon Pointe Arizona’s business operations.  The Director of Service Operations will provide strategic direction, innovation, and planning for Arizona’s operational success as a pivotal member of the local Arizona management team while also collaborating with firm executive leadership on national initiatives.  The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates. 

Responsibilities

• Manage a team of 12+ dynamic professionals across multiple roles including client service associates, associate wealth advisors and office managers.  This involves working with Beacon Pointe Headquarters to understand training and development needs of staff in addition to delivery of timely and actionable feedback to promote associates on-going growth and development.
• Coordinate regular reporting to provide visibility to local management
• Collaborate with Arizona management in the development of performance goals and long-term operational plans
• Analyze current operational processes and performance, recommending solutions for improvement when necessary
• Promote a culture of high performance and continuous improvement that values learning and a commitment to quality
• Develop deep working relationships with key vendor partners and act as local escalation point for time critical and/or sensitive operational issues
• Lead team meetings and collaborate with executive leadership team on projects and/or initiatives designed to streamline firm policies and procedures
• Other duties; as assigned