Job Information
Robert Half Head of Operations in Oakland, California
Description
Please apply here and contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.
Our client seeks a Head of Operations to ensure efficient, compliant operations in the retirement industry. Key duties include managing daily activities, exceeding client expectations, promoting teamwork, and developing growth-oriented practices. The role involves close collaboration with the COO to create a positive work culture.
Some Responsibilities Include:
Supervise various departments including Real Estate, Alternative Assets, and Regulatory Reporting, and Regulatory Compliance.
Lead the implementation of a new system for better efficiency.
Encourage teamwork and improvement within the team.
Track key performance indicators for decision-making.
Provide insights on industry trends and regulations.
Help with strategic planning and organization management.
Enforce company policies and procedures.
Ensure compliance with laws and regulations.
Maintain a positive team culture.
Oversee training for task coverage.
Ensure excellent client service.
Support and develop staff through delegation and evaluation.
Requirements
Qualifications:
Bachelor’s degree in finance or business administration
10+ years of management experience in banking, finance, or financial services*
Proven success in leading transformational initiatives, especially in system implementation
Strong mentorship and team guidance experience
Certified IRA Services Professional or Qualified Plan Professional designations are a plus
Knowledge of IRA industry regulations.
Experience with DocStar and Accutrust Gold systems is preferred.
Important Skill Set:
Strong analytical skills for interpreting data and procedures.
Excellent communication skills (verbal, written, interpersonal).
Ability to streamline operational processes for efficiency.
Attention to detail for precise execution of procedures.
Ability to work independently and maintain motivation.
Capability to perform effectively in fast-paced environments under time constraints.
Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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