location_0_addressRegionName

location_0_addressCountryName

INTEGRATED

PERMANENT

FULL_TIME

jobPosting hiringOrganization as json hashed.

ADAPTED_NOW

UNKNOWN

YEAR

Head of Operations

You have a solid background in wealth management with extensive experience with turnkey asset management platforms (TAMP), custodians, transitions, account enrollment, billing, tax technology, investment operations, and trade support. We are a technology-enabled, integrated service platform that empowers independent financial advisors and RIAs to operate autonomously while leveraging our suite of technology, investment solutions, and business services.

Salary

KBSkills

ACTIVE

Running Operations for a TAMP This Jobot Job is hosted by: Katrina McFillin Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume. Salary: $125,000 - $250,000 per year A bit about us: We are a technology-enabled, integrated service platform that empowers independent financial advisors and RIAs to operate autonomously while leveraging our suite of technology, investment solutions, and business services. Why join us? Opportunity for organic and inorganic growth Base + Bonus Unlimited PTO Premium health, dental, and vision insurance HSA and FSA 401(k) + Company Match Job Details In this critical role, you will lead an operations team of nearly 30 people and partner closely with technology and investment teams. You have a solid background in wealth management with extensive experience with turnkey asset management platforms (TAMP), custodians, transitions, account enrollment, billing, tax technology, investment operations, and trade support. You are a leader at heart and thrive in a fast-paced, high-growth environment. Experience with the following is preferred: <ul><li>Redi2</li><li>Vestmark</li><li>VAST</li><li>Canvas</li><li>55ip</li><li>custodians (Schwab, Fidelity, Pershing)</li></ul> This position is located in St. Pete, Florida Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.
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Jobot

Head of Operations - Wealth Management - 50B+ AUM

salaryMin

salaryMax

payPeriod

currency

Asset Management

Billing

Business Services

Canvas

Dental Insurance

Flexible Spending Accounts

IP (Internet Protocol)

Operational Support

Registered Investment Advisor (RIA)

Team Lead/Manager

Technical Operations

Vision Plan

Wealth Management

monster

Loan Consultant

See OneMain Financial Privacy Policy at https://www.onemainfinancial.com/legal and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance.

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success.  This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.In the Role  <ul><li>Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service</li><li>Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals</li></ul><ul><li>Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs</li></ul><ul><li>Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations</li><li>Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems</li><li>Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude</li></ul><ul><li>Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options</li></ul>Requirements:    <ul><li>High School Diploma or GED     </li><li>Bilingual - Spanish   </li></ul>Preferred: <ul><li>Sales, Collections or Customer Service experience   </li></ul>Location: On site   The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.    Who we AreA career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:<ul><li>Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances</li></ul><ul><li>Up to 4% matching 401(k)  </li><li>Employee Stock Purchase Plan (10% share discount)  </li><li>Tuition reimbursement  </li><li>Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date)</li><li>Paid sick leave as determined by state or local ordinance, prorated based on start date</li><li>Paid holidays (7 days per year, based on start date)</li><li>Paid volunteer time (3 days per year, prorated based on start date)</li></ul>OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we’ve looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. --s-p-m1--By applying, you consent to your information being transmitted by Monster to the Employer, as data controller, through the Employer’s data processor SonicJobs. See OneMain Financial Privacy Policy at https://www.onemainfinancial.com/legal and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions

For over 100 years, we’ve been helping hard-working people tackle life’s challenges by providing the help you need when you need it. Our loan experts are from your community, understand your unique situation, and will treat you with honesty, dignity, and respect. Our goal is to deliver the best customer experience and empower you to take control of your finances.

OneMain Financial

Consumer Lending Advisor

Consumer Loans

Credit Cards

Credit Reports

Credit and Collections

Customer Support/Service

Customer Training

High School Diploma

Hospital

Insurance

Leadership

Life Insurance

Loans

Maintain Compliance

Multilingual

Multitasking

Prescription Drugs

Product Lifecycle

Regulations

Regulatory Compliance

Sales

Spanish Language

Stock Purchase Plans

Time Management

Training Program

SonicJobs

Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee . In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets.

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success.  This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.In the Role  <ul><li>Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service</li><li>Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals</li></ul><ul><li>Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs</li></ul><ul><li>Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations</li><li>Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems</li><li>Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude</li></ul><ul><li>Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options</li></ul>Requirements:    <ul><li>High School Diploma or GED     </li></ul>Preferred: <ul><li>Sales, Collections or Customer Service experience   </li></ul><ul><li>Bilingual - Spanish   </li></ul>Location: On site   The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.    Who we AreA career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:<ul><li>Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances</li></ul><ul><li>Up to 4% matching 401(k)  </li><li>Employee Stock Purchase Plan (10% share discount)  </li><li>Tuition reimbursement  </li><li>Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date)</li><li>Paid sick leave as determined by state or local ordinance, prorated based on start date</li><li>Paid holidays (7 days per year, based on start date)</li><li>Paid volunteer time (3 days per year, prorated based on start date)</li></ul>OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we’ve looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.  At every level, we’re committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There’s never been a better time to shine with OneMain. Key Word Tags   Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee  --s-p-m1--By applying, you consent to your information being transmitted by Monster to the Employer, as data controller, through the Employer’s data processor SonicJobs. See OneMain Financial Privacy Policy at https://www.onemainfinancial.com/legal and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions

Automotive Repair and Maintenance

Budgeting

Medical Treatment

Microsoft Word

Resolve Customer Issues

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