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Pine Grove Financial Group

Pine Grove Financial Group 

Job Title: Director of Operations 

About: Pine Grove Financial Group (PGFG) is a financial planning and wealth management firm focused on helping families prepare and navigate their transition to retirement. In the past 5 years, the number of families we serve have grown by 20% annually. We have 3 offices located within the Twin Cities metro. 

Our mission is to build trusting relationships with our clients by helping them make smart financial decisions and empowering them to live their ideal lifestyle.  

The ideal candidate must have a desire to join a fast-paced growth organization, work well in a collaborative team environment and possess a technology forward mentality.  

Description: The Director of Operations will play a critical role in the day-to-day functions of the office and overall experience we deliver to our clients. Since we are a small, growing organization, it will be important that the ideal candidate is detail oriented while having a well-rounded knowledge base and ability to manage a variety of responsibilities. This role will report to the president of PGFG. 

 

Responsibilities 

  • Lead the client service support team 

  • Manage vendor relationships – technology, insurance, IT, service providers 

  • Develop and maintain written documentation of all activities and processes 

  • Understand the functionality of our custodial relationships, preferably Charles Schwab 

  • Assume responsibility for human resources within the firm 

  • Work with the president to help with hiring and organizational structure as the business grows 

  • Finance related tasks – payroll, vendor payments, contracts 

  • Assist with compliance related functions 

  • Influence the communication and marketing to our clients 

  • Help implement marketing initiatives – digital marketing, website, events, communication 

  • Lead relationship with insurance providers  

  • Collaborate with Wealth Advisors and Portfolio Management to troubleshoot when necessary 

  • Organize and manage events 

  • Communicate with clients in person, email and over the phone 

 

Knowledge & Skills  

  • Strong communication and interpersonal skills 

  • Experience in managing and working with teams 

  • Strong time management and organizational skills 

  • Proficient in the Office 365 Suite 

  • Understanding of CRM systems, preferably Salesforce 

  • At least 5 years of experience within financial services and/or managing teams 

  • Bachelor’s degree preferred 

Compensation: Salary, bonus and benefits. Salary is commensurate with experience