Head of Operations
Company: GHJ
Location: Los Angeles
Posted on: May 24, 2025
Job Description:
GHJ Search and Staffing serves as the recruitment division of
GHJ, a prominent national accounting and advisory firm. Our team
provides qualified Accounting and Finance professionals on a
temporary and permanent basis across a broad range of industries.
GHJ's relationship with our Global Advisory and Accounting Network
provides the resources needed to better understand client's needs,
attract a higher caliber of candidates and assess candidate
potential.Position Overview:We are seeking an experienced Head of
Operations / Director of Operations to oversee the operational
functions of our wealth management and financial planning firm.
This person will be responsible for ensuring operational efficiency
and scalability while driving company growth and optimizing client
service delivery. This role requires deep expertise in managing
financial services operations and technology.Essential Functions
and Responsibilities:
- Oversee daily operations, including advisor and staff
onboarding, transaction processing, and technology
initiatives.
- Develop and implement policies, procedures, and systems to
improve operational efficiency and scalability.
- Lead cross-functional teams to manage operational projects,
ensuring timely and high-quality execution.
- Risk Management and Compliance:
- Ensure compliance with all regulatory requirements and industry
standards, including operational controls.
- Develop and maintain internal controls to safeguard firm assets
and ensure regulatory compliance.
- Partner with the compliance team to manage audits, risk
assessments, and policy updates.
- Strategic Planning and Execution:
- Collaborate with the CEO to define and execute strategic goals
for operational excellence.
- Drive initiatives to improve service delivery, reduce costs,
and enhance the client experience.
- Establish and track key performance indicators (KPIs) to
measure operational effectiveness.
- People Management:
- Build and lead a high-performing operations team, fostering a
culture of accountability and continuous improvement.
- Provide mentorship and professional development opportunities
for staff.
- Ensure effective communication and collaboration across all
departments.
- Client and Stakeholder Engagement:
- Act as a key point of contact for strategic partners, vendors,
and external stakeholders.
- Support the sales and client services teams in delivering
exceptional client experiences.
- Lead initiatives to address client concerns and implement
process improvements.Qualifications:
- Bachelor's degree in Business Administration, Finance, or a
related field; MBA preferred.
- 10+ years of experience in the financial services, insurance,
or asset management industries, with at least 5 years in an
operational leadership role.
- Proven experience managing and scaling operational functions in
a fast-paced environment.
- Excellent leadership, team management, and decision-making
skills.
- Proficiency in financial systems, operational platforms, and
technology solutions.$150,000 - $170,000 a year
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Keywords: GHJ, Ventura , Head of Operations, Other , Los Angeles, California
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