Foster & Motley is looking for talented individuals to join our team for the following position:
About Foster & Motley
Foster & Motley is an independent, employee owned, fee-only wealth management firm providing clients with comprehensive financial planning and investment management. We currently manage over $2 Billion in client assets and have over 45 dedicated employees. The culture of the firm promotes collaboration, professional growth, and a commitment to providing exceptional client service.
What We Offer
- Challenging work environment where you can make a difference in the lives of our clients
- Competitive salary commensurate with experience
- Annual profitability/performance bonus
- Safe Harbor 401(k) plan with discretionary profit sharing
- Medical, Short-Term/Long-Term Disability and Group Life insurance
- Paid vacation and paid parental leave
- Opportunities for professional growth and continuing education
- Hybrid work environment after 90 days, including up to 16 hours of remote work per week
Director of Operations
Position Summary
Foster & Motley, Inc. is seeking a Director of Operations to join our team. This is a full-time position located in Cincinnati, Ohio.
Essential Functions
- Gain a detailed understanding of all core business software platforms, custodian standards, and operations/client service-related processes and procedures.
- Oversee day to day operations/client service functions
- Perform employee reviews and manage the review process
- Work closely with the management team on all matters related to the business
- Uncover inefficiencies and develop plans for improving processes and procedures along with implementation and training for employees
- Thoroughly document all new or improved processes and procedures
- Coordinate operations with Information Technology and other departments
- Lead and execute special projects as needed
Knowledge, Skills, and Abilities
- High aptitude for problem-solving
- Ability to identify issues and execute process improvement
- Ability to train and manage people effectively
- Detail-oriented with an ability to multi-task
- Organized, dependable, and personable
- Excellent communication skills – oral and written
- Ability to work independently and within a team environment
- Ability to utilize technology effectively and efficiently
Qualifications
- College degree is required
- Thorough knowledge of Microsoft applications; Word, Excel, and Outlook is essential
- Operations experience required - within the financial services industry is a plus
- Track record of improving and managing processes is required
- Prior management responsibility is a plus
- Experience with Customer Relationship Management (CRM) systems and Document Management Systems (DMS) is a plus
To Apply
If interested, please email your resume and cover letter to careers@fosterandmotley.com. All inquiries will be held in the strictest confidence.