Job Information
Thrivent Financial Operations Manager in Cottage Grove, Minnesota
Summary
The Operations Manager helps oversee the function and performance of operations and support staff for The Myers Group. Position will typically supervise some support staff in the performance of their duties and may be responsible for establishing or contributing ideas for department processes, procedures, and protocols. This position is employed by The Myers Group.
Salary Range: $100-120,000 annually dependent upon licensing and experience
Benefits: Health Savings Account, SIMPLE retirement savings plan, Paid Time Off, Annual Bonus
This is a hybrid position primarily working 3 days a week in the Cottage Grove office. There will be times this individual will need to commute to the Eden Prairie office.
Job Description
Responsibilities
Promote the firm’s mission, culture and core values through day-to-day leadership and management
Develop, execute, and oversee workflow, processes, and Standard Operating Procedures for practice
Work with owners to determine staffing needs
Determine training and onboarding plan for new hires
Develop and maintain job descriptions
Manage staff
Develop criteria to gauge team effectiveness
May conduct bi-annual performance reviews
Prepare and facilitate weekly team meetings
Lead strategy, development, and implementation of projects
Drive culture within the team by scheduling team events
Update policies and procedures in accordance with SEC and FINRA standards
Own practice marketing efforts to increase brand awareness and drive new business
Manage the production, scheduling, posting, and reporting of all marketing content and campaigns
Develop and maintain all regulatory files
Monitor and support licensing and continuing education requirements for all members of the team
Oversee client account setup
Handling accounting, human resources, payroll, utilities, and facilities
Step in as backup for others on the team as needed
Other responsibilities as assigned by owners
Qualifications
Minimum 3 years of experience in the investment industry
Securities license (6/63, 7/66 or 7/63 & 65) and Life, Health and Annuity license required
Strong interpersonal skills
Complete knowledge of financial products used by the firm
Thorough understanding of the technology used by the firm and how it applies to clients
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce)
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Competencies
Planning/Organizing
Customer Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility
External/Internal Dependencies
Must be able to work with all roles of The Myers Group
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations
As part of The Myers Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.
For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.
Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.