Operations Manager

OPERATIONS MANAGER POSITION

FEE-ONLY FINANCIAL PLANNING FIRM

Knoxville, Tennessee

Resource Advisory Services is a fee-only financial planning firm, dedicated to developing relationships that help people build and enjoy wealth. Our team of five currently serve approximately eighty clients, with $110 million of investment assets and a steady flow of new client relationships. Client ages range from their 30s to well past retirement. One CFP® principal is 40. The other is 71. One team member holds a Master of Personal Financial Planning and CFP®. Another is on track to complete a master’s degree and CFP®. The firm is a NAPFA Corporate Member, with thirty-four years serving clients as a fiduciary advisor. For more about Resource Advisory Services visit www.ResourceAdv.com.

OPERATIONS MANAGER POSITION

This position expands the roles of a retiring team member, from office manager and client services to operations management for a growing team. In 2018, Resource Advisory Services upgraded elements of its technology and managerial infrastructure, to enhance client service and efficiency. Key responsibilities will include:

• Maintain traditional office manager functions, while defining future operations positions

• Develop operations and client services staff, including entry level financial planners

• Key liaison with custodians, financial institutions and an external accounting firm

• Key liaison with an external compliance consultant, including cybersecurity issues

• Manage relationships with vendors and service providers, including a cloud server host

• Maintain general ledger, payroll, payables, receivables and budget variance reporting

• Maintain personnel records and regulatory reporting

Successful candidate will have:

• Passion for serving others, with a wide range for financial planning advice

• Experience with a CRM, preferably Junxure Cloud

• Formal accounting education, with QuickBooks (or similar application) experience

• Experience managing client service staff, including hiring decisions

• Ability to oversee migration from Portfolio Center local to a cloud portfolio solution

• Ability to research, recommend and implement technology upgrades as needed

• Ability to oversee client-level cost accounting for profitability and pricing decisions

HOW TO APPLY

Applicants should email a resume and cover letter to DLewis@ResourceAdv.com, outlining their motivations to join this team of dedicated and educated professionals, highlighting related skills for enhancing client experience while developing cutting edge service efficiencies.