McGee Wealth Management, a growing financial advisory & Investment Management firm located in Katy, TX, is seeking an Operations Manager to join our growing team. We are a financial planning firm that has client service as our #1 priority and we are looking for someone with the same mindset to join us. You will be working with our team under the direction of our Partners. As a small business, we all wear many hats and work as a tight-knit team. To learn more about the firm, please visit our website: mcgeewealth.com
Salary & Benefits:
- Starting salary of $85,000 to $100,000 per year, based on experience
- Health insurance
- 401(k) company match
- Vacation/PTO
- Group Life and Disability Insurance
- Great working environment with professional growth opportunities
Responsibilities:
- Serve as the “Integrator”– assisting with setting the strategy of the firm and leading the charge to implement that strategy. If you have read Traction & Rocket Fuel by Gino Wickman et.al., this will give you an edge.
- Effectively collaborates with the President and stays on the same page. Maintains a high level of mutual respect with the President. Realizes the unique contributions and ideas that the President has and possesses an ability to filter and translate those ideas into functional plans for the company.
- Manage office workflow to ensure that our client service standards are met
- Lead, manage, and coach team members in achieving agreed-upon commitments. Ensure everyone is truly following, and adhering to, the company’s processes and systems with consistency
- Resolve issues proactively and effectively – seeing real problems, being comfortable with conflict, calling out problems, and solving the problems in a practical and helpful manner
- Manage relationships with external resource providers
- Manage HR for our small team
- Compile internal KPI metrics
- Prepare for and run internal meetings including quarterly strategy meetings with the help of our external consultant
- Serve as intermediary between senior management and support staff
Requirements
- 5 years of experience in financial services, preferably in an RIA or Hybrid and preferably in a management role.
- Strong interpersonal skills, with the ability to work well with and manage others
- Ability to work well with a team and independently
- Excellent verbal and written communication skills
- Organized and detail-oriented
- Good problem solving and time management skills
- Ability to prioritize and manage projects as well as individually assigned tasks
Qualified candidates will start the process by having a 15–30-minute Zoom interview conducted by our consultant (who is the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take a detail-orientation assessment and a Kolbe Assessment.
We are an Equal Opportunity Employer.