Qureos Mentor

Conrad Santiago & Associates

Position Title: People Manager &ndash; On-site Winter Park, FloridaStep into an instrumental role. Help conduct the smooth operation of a fast-paced&mdash;and friendly&mdash;financial planning practice. Work as an employee of an independent advisor franchisee with Ameriprise Financial Services.The People Manager will consistently follow high standards of business and professional ethics and legal and regulatory requirements. The key areas of responsibility include practice operations, human resources, business development, budgets in operations and human resources.Focus:Support team perspective - Smooth, effective, methodical procedures for all support team members.Practice Growth &ndash; Internal Operations<ul><li>Review work methods and procedures for possible quality improvements and efficiencies; Oversight of Implementation and Compliance Requirements.</li><li>Organize/support Research new hardware technologies / systems.</li><li>Support the Leadership Team to develop strategic growth initiatives</li><li>Manage the Client Service Model as developed by the Leadership Team</li><li>Ensure Compliance Standards are communicated and in place for internal staffing procedures</li></ul>Practice Growth &ndash; External<ul><li>Support and implementation of new ventures designed to support the Advisors for the efficiency and growth of the Operations Support Staff</li><li>Participate in accordance with CFO on financial planning for the practice inclusive of budget review and expense projections and forecasting</li><li>Assist in developing annual Operations Budget and approval of Expenditures for the budget</li><li>Community involvement as a presence for the practice</li><li>Conducting in-depth operations review of potential practice acquisitions</li></ul>Human Resources:<ul><li>Conceptualize the steps and processes to accomplish the vision of practice leadership</li><li>Development and Oversight of Operations Support Staff</li><li>Evaluate and identify staffing needs and workflow</li><li>Conduct Monthly One to One meeting with all Operations Support Staff to review progress toward growth strategies</li><li>Plan, facilitate, and implement Operations meetings.</li><li>Responsible for communication of practice/management decisions to all Operations Support Staff in accordance with CFO and Practice Manager.</li><li>In conjunction with CFO, you will be responsible for all Operations Support Staff Individual Development Plans (IDP).</li><li>Oversee Compliance with HR State and Federal Laws</li><li>Collaborate with Practice Manager to review systems prior to implementation of the team to align with company&rsquo;s Vision and Values</li></ul>Qualifications and Key Traits<ul><li>Minimum 5 &ndash; 10 years&rsquo; experience in People Management</li><li>Keen strategic planning skills, with a passion for expanding business potential.</li><li>Management experience in human resources, information technology, marketing, and business development.</li><li>Natural passion for efficiency and streamlined, seamless operations.</li><li>Outstanding organization and tactical execution skills</li><li>Sound decision-making and problem-solving skills</li><li>Willingness to drive implementation</li><li>Inherent process orientation, with extreme attention to detail, accuracy and accountability.</li><li>Effective and efficient time management</li><li>Polite and clear phone manner</li><li>Ability to multi-task</li><li>Ability to adhere to rules and regulations as stated and required by Advisor and FINRA</li><li>Ability to support and provide guidance for compliance within the Advisor&rsquo;s Practice</li><li>Positive attitude and sincere willingness to constantly learn and grow</li></ul>ExpectationsTravel: Must be willing and able to travel to out of state office locations 1-2 times a quarter, and for annual team meeting.Quality of Work: Accurate, neat, attentive to detail, consistent, takes time to do it right, thorough, high standards, follows procedures.Dependability: Consistent attendance, punctuality, and reliability. Follows policy completely.Communication: Adept at oral and written communication, shares information with peers and supervisors, handles internal and external communications.Internal/External Relationships: Agreeable, constructive, flexible, helps without being asked, handles customers/vendors/outsiders, seeks and maintains good relationships, expedites orders and projects.Judgement: Tactful, displays sensitivity, uses common sense, maintains confidentiality, makes sound decisions, sizes up situations, takes appropriate actions.Organizational Abilities: Sets realistic priorities, organizes time, sets schedules, meets deadlines, completes projects on time, uses time well, does not waste time, ability to coordinate with others.Volume of Work: Keeps up with workload, meets crash programs when necessary, is steady, consistent, willing to put in extra effort.Job Knowledge/Technical Skills: Knows what must be done, seldom needs instruction, proficient in all technical aspects of job, knows how to run equipment, able to work independently, able to instruct, guides and trains others, understands safety/security procedures and maintains them.Motivation: Genuine commitment to job, energetic, self-starting, shows initiative, commitment, positive attitude, enthusiasm, and high energy level.Reactions to Stress: Can be depended upon when deadline pressures intensify, able to remain calm and effective despite irritation or changes in plans and policies, rarely loses temper, shows good frustration tolerance, able to handle irate customers/vendors.Problem Solving: Troubleshoots, quick insight and able to learn, handles complex assignments, analytical, gets to the point quickly.Creativity: Innovative, generates original solutions, develops new options, and suggests improvements, willing to try new concepts.Decisiveness: Willingness to make decisions, makes appropriate decisions, asks questions when needed.Hygiene: Clothing appropriate to work. Comes to work clean, no offensive odors, appears healthy and clear-eyed &ndash; not flushed or pale, alert, physically capable (IE: clear speech, awake).CompensationCompensation commensurate with relevant experience. Group medical, dental, life &amp; disability. 401K after one-year employment. Holidays and paid time off per company policy.Job Type: Full-timePay: $90,000.00 - $115,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Ability to Commute:<ul><li>Winter Park, FL 32789 (Required)</li></ul>Willingness to travel:<ul><li>25% (Required)</li></ul>Work Location: In person

People Manager

Join Conrad Santiago & Associates and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Conrad Santiago & Associates

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People Manager