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Head Operations Manager information
What are the key skills and qualifications needed to thrive as a Head Operations Manager?
To thrive as a Head Operations Manager, you need strong leadership, strategic planning, and operational management skills, usually supported by a degree in business administration or a related field. Familiarity with enterprise resource planning (ERP) systems, process improvement methodologies like Lean or Six Sigma, and relevant certifications are often required. Exceptional communication, problem-solving, and team-building abilities are vital soft skills in this role. These skills ensure efficient operations, drive organizational growth, and foster a productive and motivated workforce.
Is a head operations manager a high paying job?
A head operations manager typically earns a high salary due to their leadership responsibilities and experience requirements. Compensation varies by industry and location but generally includes a substantial base salary, bonuses, and benefits. The role often requires strong management skills and industry knowledge.
What does a Head Operations Manager do?
A Head Operations Manager oversees the daily operations of a company or organization to ensure efficiency and effectiveness. They are responsible for developing strategies, managing teams, optimizing processes, and coordinating between departments to achieve business objectives. Their role often includes budgeting, resource allocation, performance monitoring, and implementing company policies. Head Operations Managers play a key role in driving productivity and ensuring that business goals are met. They typically report to executive leadership and are involved in high-level decision-making.
What are some common challenges faced by a Head Operations Manager, and how can they be addressed?
A Head Operations Manager often encounters challenges such as streamlining processes across departments, managing diverse teams, and balancing cost efficiency with quality outcomes. To address these, it's important to implement clear communication channels, invest in staff training, and utilize data-driven decision-making tools. Building strong relationships with department heads and fostering a culture of continuous improvement can also help overcome operational hurdles and ensure smooth business operations.
What is the difference between Head Operations Manager vs Operations Supervisor?
| Aspect | Head Operations Manager | Operations Supervisor |
|---|---|---|
| Responsibilities | Oversees multiple departments, develops strategic plans, manages senior staff | Supervises daily operations, manages frontline staff, ensures task completion |
| Required Credentials | Bachelor’s degree, extensive experience in operations, leadership skills | High school diploma or associate degree, experience in operations or related field |
| Work Environment | Office-based, strategic planning, cross-department coordination | On-site, hands-on management of daily tasks |
| Industry Usage | Common in large organizations across industries | Found in retail, manufacturing, logistics, and service sectors |
The Head Operations Manager focuses on strategic leadership and overseeing multiple departments, while the Operations Supervisor handles daily operational tasks and frontline staff management. Both roles are essential but differ in scope, responsibilities, and required experience.
What are the most commonly searched types of Operations Manager jobs in Kentucky? The most popular types of Operations Manager jobs in Kentucky are:
What job categories do people searching Head Operations Manager jobs in Kentucky look for? The top searched job categories for Head Operations Manager jobs in Kentucky are:
Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted 14 days ago
Job description
The Head of Wealth Management Trading leads Cerity Partners' dedicated central trading program, serving as the primary point of accountability for trade execution quality, operational excellence, and team culture. This leader drives a high-performance, service-first environment - minimizing trade errors, maximizing responsiveness to advisor practices, and continuously improving the workflows and tools that underpin our investment operations. The role is based in Louisville, KY office.
Primary Responsibilities:
As Head of Wealth Management Trading, you will lead the central trading team and:
Manage and lead the firm's dedicated central trading program - setting standards for execution quality, team accountability, and a service-first culture
Oversee trade execution, rebalancing, and reconciliation across participating wealth management portfolios
Partner with the Investment Office and Platform team on model implementation, strategy launches, UMA/SMA transitions, and portfolio construction initiatives
Lead development and adoption of AI-powered tools and reconciliation workflows to improve oversight across trading and advisor practice operations
Partner with Compliance on best execution policies, broker review, and trade error remediation
Manage and evolve the Salesforce trade case system as the primary communication channel between the trading team and advisor practices
Lead Trading:
Serve as the primary trading lead and escalation point for complex or time-sensitive executions, ensuring the team operates with speed, precision, and consistency across all custodial platforms
Develop and enforce trading protocols, desk procedures, and quality control standards that support a scalable, institutional-grade trading operation
Growing & Expanding Capabilities:
Identify and champion opportunities to expand the trading program's scope - including onboarding additional advisor practices, adding asset classes, and broadening custodial relationships
Evaluate and implement new trading technologies, OMS/EMS enhancements, and vendor solutions to scale capabilities as the firm grows
Collaborate with senior leadership to build a long-term roadmap for the central trading function, aligning trading infrastructure with firm-wide growth objectives
Migrating Accounts in Trading Models:
Oversee the migration of client accounts into centralized trading models, coordinating with advisor teams, the Investment Office, and custodians to ensure seamless transitions with minimal disruption
Establish and refine workflows for UMA/SMA account onboarding, model enrollment, and legacy account conversion in partnership with the platform and operations teams
Define & Track Metrics
Define, track, and report on key trading performance metrics - including trade error rates, execution quality, rebalancing turnaround times, and advisor practice satisfaction
Build and maintain operational dashboards that provide leadership with real-time visibility into trading desk performance and trends
Use data-driven insights to identify process gaps, benchmark against industry best practices, and drive continuous improvement initiatives
Strategy Responsibilities
Partner with the Investment Office to operationalize new investment strategies, ensuring the trading desk can effectively implement and maintain portfolio models at scale
Contribute to firm-wide strategic planning for investment operations, including evaluating build vs. buy decisions for trading tools, platforms, and workflows
Act as a key stakeholder in the firm's digital transformation efforts, providing trading desk perspective on technology roadmap priorities
Ideal Candidate Profile - "Our Casting Call!"
7+ years of trading or investment operations experience at an RIA, broker-dealer, or wealth management firm; demonstrated team leadership and RIA custodial management required
Bachelor's degree required with concentration in Finance, Accounting, or Economics; CFA designation preferred
Deep knowledge of equity and fixed income trade execution, OMS/EMS platforms with Eclipse and/or Red Black experience preferred
Experience with Salesforce or similar CRM/case management systems in an operational trading context
Series 65 required within 90 days of hire; familiarity with UMA/SMA program management and model-based rebalancing a plus
Exceptional attention to detail; track record of proactively improving processes to prevent trade errors and operational failures
Service-oriented leader with clear, professional communication skills and the ability to build trusted relationships with advisor practices
Must be based in or willing to relocate to Louisville, KY.
Physical Requirements:
Prolonged periods sitting at a desk and working on a computer
Able to lift up to 25lbs
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Health, dental, and vision insurance - day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.