AVP Advisor Services

Mô tả công việc

Tamarac, a division of Envestnet, Inc. (NYSE:ENV), is a leading independent provider of technology-enabled investment and practice management solutions for independent financial advisors, as well as small and mid-sized financial advisory firms and larger financial institutions. Our software empowers our clients to transform the precision and efficiency of their back office operations including, trading, CRM and reporting. Our team enables Tamarac to provide the highest level of client satisfaction in the industry. Join us!We are looking for a AVP Professional services to manage a team of Operations and Senior Operations Associates including recruiting, coaching, training, and performance management, partnering with other departmental managers to develop internal best practices and ensure consistency across the organization.Responsibilities:• Partner with executive team to determine departmental goals and future operations.• Manage client goals, expectations, interactions, and assign resources accordingly• Ensure team adheres to establish controls and procedures• Continuously review and initiate new processes to ensure continued growth of Advisor Services offerings• Foster teamwork and collaboration, adaptability and continuous improvement• Act as a fiduciary for our Envestnet clients