The Director of Business & Revenue Operations is a crucial role and is responsible for overseeing the operational aspects of the firm and optimizing the day-to-day departmental operations. The Director of Business & Revenue Operations provides leadership, management, and vision necessary to ensure that the organization has the proper operational controls, administrative processes, reporting procedures and reliable operating systems in place to effectively grow the organization and to ensure the operating efficiency of the firm. This position requires a hands-on leader with strong organizational, managerial, and communication skills. The Director of Business & Revenue Operations assists with the successful growth of the company by providing sound operational advice to the President.

The Director of Business & Revenue Operations directs the activities of Information Technology, Trading Operations, and office management for all office locations to develop the operational goals of the organization. Key responsibilities include ensuring efficiency with the I.T. systems, overseeing consistent application of the Trading Operations, maintaining operational structure throughout the firm, and forecasting various needs to improve overall operational efficiency.

Responsibilities:

Collaborate with senior management to establish operational policies and procedures for current and future needs, gain alignment on the best method for fulfilling those needs, and monitor ongoing effectiveness
Develops, establishes, and implements the execution of operating strategies for the organization that aligns with the overall goals and objectives of the firm
Work on-site Monday - Friday
Spearhead the development, communication and implementation of the effective growth strategies and process for each assigned department
In conjunction with the management team, develop and implement strategic initiatives for the infrastructure of our systems, processes, and personnel to enhance efficiency, productivity, and overall business performance
Lead and mentor your team, fostering a culture of collaboration, accountability, teamwork, and continuous improvement
Provide guidance and support to department leaders in the execution of their responsibilities
Identify opportunities for process improvement and implement strategies to enhance operational efficiency
Streamline workflows and ensure seamless communication between departments
Maximize the capabilities and usage of our CRM (Monday.com) and tactically incorporating the application into departments
Ensure efficiency and consistent application of all aspects of the IT department
Oversee and implement IT systems and software to ensure that it is appropriate for our needs
Administer the resource allocation, ensuring optimal utilization of our staff, equipment, and technology
Monitor and manage budgets related to operations, identifying cost-saving opportunities
Implement and monitor quality control measures to ensure the highest standards ensuring an effective and efficient infrastructure to conduct business
Collaborate with relevant teams to address and resolve quality issues promptly
Develop and maintain systems of internal controls while identifying potential operational risks, and develop strategies to mitigate them to safeguard and minimize the firm’s operational risk
Establish and maintain contingency plans to ensure business continuity
Establish key performance indicators to measure the effectiveness of internal and external operational processes and regularly evaluate/report on the performance to communicate operational effectiveness
Use data-driven insights to make informed decisions and drive continuous improvement
Oversee and organize company volunteer events
Overall provide firm communication related to approved holidays, weather updated and any other related issues
All other duties as assigned

Requirements

Bachelor’s degree in Business Administration, Operations Management, or related field
Over 7 years of Director level operations management experience
Securities Industry Essentials and Series 27 (or pass within 120 days from start date)
Experience with multi-geographic operations and direct management of staff
Extensive practical and hands-on knowledge of operations management, preferably within the highly regulated securities financial industry
Effective team leader, willing and able to manage, coach and develop others fostering a team environment
Strong analytical, critical thinking skills and problem solving abilities
Able to maintain confidentiality, prioritize workload, work well independently under pressure, meet deadlines and maintain focus and attention to detail
Excellent written and verbal communication and interpersonal skills
Manage staff, performing regular employee reviews and plans for improvement
Advanced computer skills with various systems including MS Word, Excel, and Monday.com
Working knowledge of programming languages (C+ and Python)

Benefits

Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k with company match, IRA)
Life Insurance (Basic, Voluntary & AD&D, Critical Illness, Accident, Group Whole Life)
Paid Time Off (Vacation, Sick & Public Holidays)
Short Term & Long Term Disability
Training & Development
Employee Profit Sharing Plan

Cabrera Capital Markets

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Director of Business & Revenue Operations