Company Description
Keybridge Wealth Management is a team of highly skilled advisors providing fully integrated, goals-based financial strategies to help high-net-worth individuals build, manage, preserve, and transition wealth.
They build relationships with families and work with professional advisors to tailor investment plans. Keybridge Wealth Management serves as the central point of advice for financial matters, ensuring clients' financial lives are well-managed.
Role Description
This is a full-time on-site role as an Operations Manager at Keybridge Wealth Management in the Greater Tampa Bay Area. The Operations Manager will be responsible for overseeing daily operations, managing staff, implementing process improvements, and ensuring compliance with regulatory requirements.
They will also collaborate with advisors and clients to facilitate seamless operational processes.
Qualifications
- Operations management, process improvement
- Team leadership and staff management skills
- Experience in financial services or wealth management field, especially dealing with compliance
- Extensive knowledge and experience of Excel, Word and other Office software
- Strong organizational and problem-solving abilities
- Excellent communication and interpersonal skills
- Attention to detail and ability to multitask effectively
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