VP of Operations - (Financial Services)

Responsibilities

• Leadership of Large, Complex Operations: Set the vision and strategy for the Financial Services Operations team, and manage a team of hundreds (Directors, Managers and Analysts) through the production and delivery of unique and highly nuanced processes. Ensure the Operations team scales to meet company expansion goals, by overseeing the hiring, staffing, and development of sizable teams. Set goals/KPIs for teams to manage strategic objectives and client processes excellently.
• Strategic Client Management: Partner with new and existing customers on both strategic and tactical levels, working with them to define their needs, map their processes, and ensure our work is achieving their goals. Serve as a strategic point of contact and escalation point for clients. Drive strong, profitable relationships.
• Business Savvy & Systems Thinking: Iterate on the design of our processes, driving the prioritization of upgrades across AI, automation, and human talent. Be relentlessly curious, creative and proactive in implementing solutions to critical issues. Seek cross-cutting improvements to systems to improve the team. Drive cross-organization change management.

 Skills and Qualifications

• More than 5+ years of experience in operations management in a client-facing capacity; proven track record delivering exceptional service as a consultant or strategic partnership. Excellent communication skills, both verbal and written. 
• Strong management and leadership skills and ability to provide guidance and support to a team, including experience managing an organization of at least 50+ people (though 200+ would be preferred) across at least 2 layers of management (e.g. managing managers). Ability to work remotely and manage teams without in-person interaction.
• Experience building and managing financial models, especially cost-driven analysis; comfortable with data analysis in spreadsheets, managing complex formulas and building processes. Experience in capacity planning and project management.
• Ability to think strategically with agility in complex and difficult situations. Strong sense of urgency and ability to prioritize.
• Strong familiarity in Financial Services to speak credibly, as well as intimate knowledge of key business processes.