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.
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