Vice President Operations

Overview

The Vice President is responsible for the overall day to day planning and operational management of a company’s business unit. Responsibilities include but not limited to talent acquisition and management, developing and retaining personnel, financial management, administering policy and procedure, business unit growth and client satisfaction/retention. This position is responsible for the overall health, welfare, and profit and loss of a business unit.

The Vice President also provides exemplary service in a manner consistent with the values and mission of the Castle Group. He or she performs all responsibilities while demonstrating outstanding customer service skills representative of Castle Royal Service as it relates to this function. This includes working interdepartmentally, as well as, with our external customers.

Financial Management

• Responsible for full profit and loss of business unit.

• Ensure business unit operations with budget delivering against EBITDA goals.

• Manage team’s financial acumen and is adept in financial statements, budget compliance, association banking, and setup, ensuring a successful contract renewal process.

Business Development

• Cultivates strong business relationships with current and potential clients and vendors.

• Responsible for new business growth as well as cross‑selling of Castle services to existing clients.

Talent Management

• Active participant in Talent Acquisition, focusing on the consistent drive to build a cohesive and high‑performing team.

• Identify, coach, and performance manage team for retention, promotion, and succession planning.

• Actively partner with Human Resources functions to ensure organization‑wide talent management programs and initiatives are executed.

• Support change management and organizational development strategies, influences and assists organizational change initiatives in support of business strategies

Client Retention & Satisfaction

• Responsible for the smooth execution of onboarding a new account with the support of the Transition Team.

• Develop and maintain positive and long‑term client relationships.

• Ensure rich touches occur at all levels of Operations leadership with clients.

• Continually monitor Business Unit portfolio to ensure retention of clients and effectively keeps accounts active and healthy.

• Proactively seeks remediation of any potential issue.

Operational Excellence

• Command Business Unit information to drive effective decision‑making.

• Addresses escalations through collaboration with Home Office departments.

• Maintain all compliance throughout the business unit.

• Ensure Regional Directors prepare and execute the budget process within the budget season timeline.

• Ensures Quarterly scorecards are completed and executed by Regional Directors.

• Ensures the development and implementation of Castle Best Practices

• Other duties as needed.

Supervisory Responsibilities

• Directly manage a team of Regional Directors, Account Manager(s), and Office Manager/Administrative Assistant

• Carry out supervisory responsibilities in accordance with Castle’s policies and applicable laws.

• Responsibilities include interviewing, hiring, training, developing, and mentoring employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Education and Experience

• A bachelor’s degree with a concentration in business, real estate, and…