Director of Operations

WHO WE ARE:

Hopwood Financial Services, an established and growing wealth management firm in Northern Virginia, is seeking a Director of Operations to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our organization.

Hopwood Financial has been recognized in several publications as one of the top Wealth Management firms in the DC Metropolitan region in both the Washingtonian magazine, the Washington Business Journal, and the Northern Virginia magazine amongst others.

Our core values include being client centric, always acting with the highest level of integrity, working together as a team, a strong commitment to constant growth and excellence, and compassion.

Our mission at Hopwood Financial is to make a meaningful difference in our clients’ lives.

If you have a strong desire to grow and share our vision, then we would love to hear from you.

WHO WE WANT:

The Director of Operations plays a crucial role in the smooth functioning of the office. With overall responsibility for day-to-day operations, the Director of Operations must be able to collaborate effectively with other team members, clients, and the Wealth Advisors.

WHAT TO EXPECT

• Oversee the day-to-day business operations of the firm to align with the firm’s strategy and goals.
• Manage the implementation and progress of firm strategic priorities.
• Manage the firm’s overall talent strategy:
• Work with senior management to identify the operational and structural needs of the organization as the firm evolves.
• Conduct regular talent development and compensation reviews.
• Manage all aspects of the hiring process.
• Assist with implementation of all aspects of human resources including benefits, policies, and procedures.
• Directly manage client servicing and operational associates, including the hiring, training, management, and development of those individuals.
• Ensure seamless delivery of all aspects of the client experience, including new client onboarding, client service, appreciation events, and feedback.
• Oversee efficient and accurate creation and processing of new account forms.
• Manage client service process to ensure timely and accurate responses.
• Assist with the planning and execution of client events.
• Manage quarterly billing and reporting processes for the firm.
• Manage firm technology operations, including CRM optimization and technology coordination.
• Assist in development and implementation of the firm’s compliance program.
• Maintain compliance policies and documentation.
• Provide leadership and team building that furthers the overall firm culture.

WHAT YOU NEED:

This job requires:

• Prior management experience and a strong record of leading and developing individuals.
• In-depth knowledge of the Registered Investment Advisory industry including various rules and regulations.
• Demonstrable experience in managing teams.
• At least five years of experience in a financial services firm assisting with day-to-day operations.
• Excellent attitude and an extraordinary client service orientation.
• Effective communication and interpersonal skills.
• Excellent organizational, project management, and time management skills.
• Ability to manage multiple tasks and completion oriented.
• Proficiency with Microsoft Office Suite.
• A bachelor’s degree or equivalent experience.

WHAT WE PROVIDE:

In exchange for your expertise, we offer:

• A base salary (a range of $125,000 to $150,000 commensurate with experience) plus bonus
• 401(k) plus matching
• Health benefits
• Long-term disability insurance
• Potential for career growth
• A stimulating and collaborative working environment.

This is your chance to play a key role in the continued success of our company. Our work environment is fast-paced, team oriented, and caring.

For more information about our company, please visit our website www.hopwoodfinancial.com.

If you are interested in this opportunity, please send your resume and letter of interest to Stacy Hopwood at stacy@hopwoodfinancial.com.