Chief Operating Officer overseeing operations and technology services for ClearBank in Europe. Leading compliance and customer service efforts while managing outsourced activities.
About the role
- Chief Operating Officer for World Financial Group developing strategies for growth and overseeing operations. Leading a large team in a digital-first environment to enhance agent experiences and profitability.
Responsibilities
- Develop, implement, and maintain the operating strategy for WFG to successfully align with the vision for accelerated growth.
- This includes delivering connected digital solutions in the business-to-business marketplace (B2B), finding efficiencies and reducing friction in all aspects of serving our agents, overseeing low-code-business owned configuration team, data stewardship and strategy customers, partners, and future market position.
- Lead all operating activities across WFG and own the execution of strategic initiatives for enhanced agent experiences and profitable outcomes in the US and Canada.
- Drive innovative and integrated API infrastructure technology solutions to support a cloud-native, digital-first operational environment for agents, registered representatives, employees and partners in a client-led, B2B business model.
- Manage all aspects of a multi-million-dollar operational budget, to deliver on goals, to manage within expense guidelines, to drive efficiency, reduce cost and ensure profitable operations while balancing a positive agent/client experience.
- Champion the identification and mitigation of organizational risks within the business unit and agency structures.
- Drive high-quality execution and operational excellence by communicating clear direction and expectations.
- Build and manage with strong compliance, regulatory & industry ethical standards.
- Lead, coach, and mentor a team of 120+ individuals.
- Promote and foster employee engagement and well-being by driving collaboration, innovation, transparency, inclusion and trust across the function and organization.
- Build high performing, diverse teams to meet business needs.
- Provide superb coaching.
- Represent the Company on industry committees and before regulators regarding various regulatory issues in the US and Canada.
- Serve as a strategic change leader to drive digital adoption for profitable business results.
Requirements
- Bachelor’s degree in a business field or equivalent experience
- Minimum of 10 years industry leadership experience with deep technology and Agile experience, financial services operations/service delivery, broker/dealer operations, and administration.
- Proven track record of success in leading the operational aspects of insurance and broker dealer distribution serving large networks of B2B agents and financial professionals.
- Tech savvy with proven track record of digital expertise, ensuring integrated API infrastructure for connected and efficient data exchange within the digital ecosystem.
- Solid financial analysis aptitude with ability to dissect and interpret large amounts of information for all facets of the businesses.
- Exceptional problem solving and negotiating skills.
- Transformational experience driving top line growth.
- Outstanding ability to influence, motivate, and collaborate with all stakeholders.
- Strong communication and presentation skills to articulate and facilitate important messages across diverse audiences (to both internal and external stakeholders).
- Proven experience in the ability to attract and retain top talent in the industry.
- Experience weighing multiple options and making tough trade off decisions that protect the longevity of the organization and properly serve the customer.
Benefits
- Competitive Pay
- Bonus for Eligible Employees
- Benefits Package
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Health and Work/Life Balance Benefits
- Paid Time Off starting at 160 hours annually for employees in their first year of service.
- Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
- Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
- Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
- Adoption Assistance
- Employee Assistance Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
COO leading the design and execution of a novel carbon removal product in Brazil. Building partnerships and leading high - performing teams to drive operational excellence.
Senior People Business Partner advising senior leaders on organizational effectiveness and talent strategy in a dynamic environment. Based in Toronto or Montreal with hybrid work options.
Vice President and COO of Operations leading day - to - day operations of $1B nuclear services business. Responsible for strategic management, operational processes, and efficiency across multiple projects.
Bras droit du CEO/COO supportant le développement et gestion d'entreprise. Participer à la construction de la stratégie d'entreprise et actions opérationnelles.
Executive Partner to the COO at a mission - driven education startup. Transforming employer talent retention while addressing student debt through innovative platforms.
Acting as CEO & COO for US regulated entity in fintech industry. Leading licensing, operational execution, and compliance with regulators and local Board.
Associate Chief Operating Officer guiding strategic projects and operational tasks at Creditreform. Collaborating with management to ensure effective implementation of prioritised decisions and actions.
Chief Operations Officer driving scale and structure across operations for cosmos GmbH. Collaborating with CEO and teams to establish partnerships and manage performance tracking.
Chief Operations Engineer ensuring 24/7 mission support for Missile Warning Integration and Test at Leidos. Leading a high - performing team and driving operational excellence in a critical role.