Operations Manager

Job Description

The Penn Mutual Operations Manager is accountable for the operational outcomes of the Firm and will partner with the Managing Principal in leading and implementing changes on behalf of the Firm related to Recruiting, Advisor Engagement & Growth, Practice Growth, Advice, Culture and Leadership. This leader will build culture within the Firm and own the development and execution of the Firm's communications strategy, using their expertise to guide messaging to be valuable and relevant to financial professionals.

This leader will support the Managing Principal in the execution of the annual business plan to drive the Firm's achievement of it's revenue and advisor growth goals. This leader will manage the budget for the Firm, ensuring it is financially profitable. This leader will develop an effective and efficient staff of employees and oversee daily office operations.

The Penn Mutual Operations Manager is accountable for the operational outcomes of the Firm and will partner with the Managing Principal in leading and implementing changes on behalf of the Firm related to Recruiting, Advisor Engagement & Growth, Practice Growth, Advice, Culture and Leadership. This leader will build culture within the Firm and own the development and execution of the Firm's communications strategy, using their expertise to guide messaging to be valuable and relevant to financial professionals.

This leader will support the Managing Principal in the execution of the annual business plan to drive the Firm's achievement of it's revenue and advisor growth goals. This leader will manage the budget for the Firm, ensuring it is financially profitable. This leader will develop an effective and efficient staff of employees and oversee daily office operations. We’ve embraced a flexible, hybrid approach to work.

Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work.

Location:

Woodstock, GA - We prefer an in-office presence with some flex capability

• Lead the development and execution of initiatives that drive growth and culture for the Firm, to include firm communications, firm events, assisting with annual business planning and other key initiatives for the Firm.
• Responsible for overseeing Contract/Licensing and Registration (CL&R) process, to include coordinating fingerprinting, processing of CL&R documents for all financial professionals (FPs) and assisting the FPs with their E&O and continuing education requirements.
• Responsible for overseeing the onboarding and training process of new financial professionals and office staff to the firm, to include explaining benefits, policies and procedures, and coordinating training on provided technology systems, Penn Mutual products and applicable processes and procedures.
• Responsible for overseeing Life and Securities new business processing, servicing and related operations for the firm.
• Responsible for overseeing Practice Development and training for the firm. Coordinates firm training events and FP training and development opportunities.
• Responsible for managing employees for CL&R, Onboarding & Training, New Business and Practice Development & Training. Trains employees in all aspects of their duties in conjunction with the company's policies and procedures. Writes and delivers employee performance reviews and provides ongoing coaching and development.
• Assists in the recruiting of financial professionals by providing information and support as required.
• In conjunction with the Managing Principal, prepare, develops and monitors office budget. Manages expenses and authorizes payment of bills.
• Maintains financial information…