Operations Manager

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Crown Wealth Group serves as our clients single point of contact for all financial advice, planning, and execution. We have created a model that meets the demands of today’s most time-compressed and successful individuals, families, and businesses. Once reserved for the ultra-wealthy, Crown Wealth Group’s Personal CFO platform brings family-office style solutions to the next generation of affluence.

Overview:
The ideal candidate will further the firms’ explosive growth and industry-changing Personal CFO model by increasing our operational efficiency and organizational processes. This position works under minimal supervision by exercising initiative, judgement, and organizational skills. This position needs a hungry, can-do attitude with a drive to always improve and uphold the core values of the firm.

Responsibilities:
Broad
• Own, lead, and execute the company’s operations
• Proactively operationalize and streamline existing processes with an eye for scalability and technology integration
• Provide feedback and contribute ideas to support the ongoing vision and development of the Personal CFO model
• Grow the efficiency of existing organizational processes and procedures to enhance and sustain the organization’s internal capacity
• Actively pursue strategic and operational objectives
Specific
• Organize and track new prospects data and documents for Total Wealth Assessments
• Internally onboard new clients (CRM inputs, touchpoint tracking lists, etc.)
• Schedule and prepare client reviews
• Responsible for account opening, transferring, tracking, maintaining, and one-off related requests
• Maintain client access platform
• Maintain firm’s email marketing platform and distributions
• Maintain firm’s website and social media article postings and presence
• Maintain and organize firm’s document storage via Citrix ShareFile
• Coordinate advisor licensing
• Coordinate with our key technology providers
• One-off client projects
• Ensure timely delivery of client touchpoints
• Assist the firm’s Chief Compliance Officer

What makes this opportunity unique:
• A dynamic, fast-paced environment, unique to start-ups and fast-growth companies, where no two days are the same
• The support of a team/family that cares about your personal growth and development
• The opportunity to be a part of a company that is changing the face of financial services
• Flexible, you know what you need to do, you’re empowered to get it done on your terms approach
• Q1 move into newly renovated headquarters in the heart of historic South End

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