Director of Planning Operations
$90K - $135K/yr
We are growing and adding a Director of Planning Operations to our team, which serves clients ... Ensure accuracy and consistency of client data within planning and CRM systems. * Improve and scale ...
$90K - $135K/yr
We are growing and adding a Director of Planning Operations to our team, which serves clients ... Ensure accuracy and consistency of client data within planning and CRM systems. * Improve and scale ...
$90K - $135K/yr
We are growing and adding a Director of Planning Operations to our team, which serves clients ... Ensure accuracy and consistency of client data within planning and CRM systems. * Improve and scale ...
Knowledge of the principles and practices of health planning and management sufficient to manage ... Knowledge of computer programs and applications. * Skill in exercising a high degree of initiative ...
Knowledge of the principles and practices of health planning and management sufficient to manage ... Knowledge of computer programs and applications. * Skill in exercising a high degree of initiative ...
Demonstrated intermediate to advanced proficiency in the use of office equipment and computer ... Management Regulatory Compliance Schedule Management Security Governance Security Management ...
Demonstrated intermediate to advanced proficiency in the use of office equipment and computer ... Management Regulatory Compliance Schedule Management Security Governance Security Management ...
Establishes and manages filing systems for business records. Provides backup administrative support ... Demonstrated intermediate to advanced proficiency in the use of office equipment and computer ...
Establishes and manages filing systems for business records. Provides backup administrative support ... Demonstrated intermediate to advanced proficiency in the use of office equipment and computer ...
The IT Operation Technical team is a passionate team who takes pride in 24x7 monitoring and support ... General understanding of computer server and networking concepts, telephony, storage equipment and ...
The IT Operation Technical team is a passionate team who takes pride in 24x7 monitoring and support ... General understanding of computer server and networking concepts, telephony, storage equipment and ...
The IT Operation Technical team is a passionate team who takes pride in 24x7 monitoring and support ... General understanding of computer server and networking concepts, telephony, storage equipment and ...
The IT Operation Technical team is a passionate team who takes pride in 24x7 monitoring and support ... General understanding of computer server and networking concepts, telephony, storage equipment and ...
We offer a wide range of manufacturing, packaging, and research and development services. Our ... Position Senior Manager, Packaging Operations Location Philadelphia, Pennsylvania Summary The ...
We offer a wide range of manufacturing, packaging, and research and development services. Our ... Position Senior Manager, Packaging Operations Location Philadelphia, Pennsylvania Summary The ...
Stevens Point, WI · On-site
$13.15/hr
If you are currently employed or enrolled as a student at any of the Universities of Wisconsin, log ... The CASE Student Manager-Operations reports directly to the Program Manager for Employment and ...
Stevens Point, WI · On-site
$13.15/hr
If you are currently employed or enrolled as a student at any of the Universities of Wisconsin, log ... The CASE Student Manager-Operations reports directly to the Program Manager for Employment and ...
We are growing and adding a Director of Planning Operations to our team, which serves clients ... Ensure accuracy and consistency of client data within planning and CRM systems. * Improve and scale ...
We are growing and adding a Director of Planning Operations to our team, which serves clients ... Ensure accuracy and consistency of client data within planning and CRM systems. * Improve and scale ...
Bancroft, WI · On-site
Associate's degree in Business, Operations Management, Agriculture or a related field preferred * 5+ years of food manufacturing production experience * Experience managing large teams and developing ...
Bancroft, WI · On-site
Associate's degree in Business, Operations Management, Agriculture or a related field preferred * 5+ years of food manufacturing production experience * Experience managing large teams and developing ...
Bancroft, WI · On-site
Associate's degree in Business, Operations Management, Agriculture or a related field preferred * 5+ years of food manufacturing production experience * Experience managing large teams and developing ...
Quick apply
Bancroft, WI · On-site
Associate's degree in Business, Operations Management, Agriculture or a related field preferred * 5+ years of food manufacturing production experience * Experience managing large teams and developing ...
Wisconsin Rapids, WI · On-site
$33 - $45/hr
Manages day-to-day operations for one or more clinics. HOURS: Full-Time or 1.0 FTE, 80 hours every ... Knowledge of computer programs and applications. * Knowledge of finance and accounting principles ...
Wisconsin Rapids, WI · On-site
$33 - $45/hr
Manages day-to-day operations for one or more clinics. HOURS: Full-Time or 1.0 FTE, 80 hours every ... Knowledge of computer programs and applications. * Knowledge of finance and accounting principles ...
Escalate issues to the store manager, District Director of Operations (DDO), and corporate office ... Extended viewing of computer screens and typing * Must be able to lift up to 50lbs, with or without ...
Escalate issues to the store manager, District Director of Operations (DDO), and corporate office ... Extended viewing of computer screens and typing * Must be able to lift up to 50lbs, with or without ...
Stevens Point, WI · On-site +1
... of custom enhancements to meet business and operational requirements. The Manager of Technical Implementation will lead a team in providing administration, application development, application ...
Stevens Point, WI · On-site +1
... of custom enhancements to meet business and operational requirements. The Manager of Technical Implementation will lead a team in providing administration, application development, application ...
Wisconsin Rapids, WI · On-site
$52K - $70K/yr
... management system * Deliver supplies and materials to and from office locations in a timely and ... Maintain accurate inventory of district resources, supplies, and computer equipment * Maintain up ...
Wisconsin Rapids, WI · On-site
$52K - $70K/yr
... management system * Deliver supplies and materials to and from office locations in a timely and ... Maintain accurate inventory of district resources, supplies, and computer equipment * Maintain up ...
Stevens Point, WI · On-site
$12.50/hr
This position reports to the Building Manager Student Manager and takes direction from the Operations Manager of the University Centers. Department University Centers Operations Compensation $12.50 ...
Stevens Point, WI · On-site
$12.50/hr
This position reports to the Building Manager Student Manager and takes direction from the Operations Manager of the University Centers. Department University Centers Operations Compensation $12.50 ...
$60K - $70K/yr
You'll oversee all aspects of operations, from leading and inspiring your team to ensuring top ... Managing administrative and accounting tasks in line with company policies. Leading by example ...
Quick apply
$60K - $70K/yr
You'll oversee all aspects of operations, from leading and inspiring your team to ensuring top ... Managing administrative and accounting tasks in line with company policies. Leading by example ...
Associate's degree in Business, Operations Management, Agriculture or a related field preferred * 5+ years of food manufacturing production experience * Experience managing large teams and developing ...
New
Associate's degree in Business, Operations Management, Agriculture or a related field preferred * 5+ years of food manufacturing production experience * Experience managing large teams and developing ...
New
... of the COO, coordinating priorities, facilitating communication, managing key initiatives ... Prolonged periods of sitting and working on a computer. * Advanced verbal and written communication ...
... of the COO, coordinating priorities, facilitating communication, managing key initiatives ... Prolonged periods of sitting and working on a computer. * Advanced verbal and written communication ...
If you are currently employed or enrolled as a student at any of the Universities of Wisconsin, log ... The CASE Student Manager-Operations reports directly to the Program Manager for Employment and ...
If you are currently employed or enrolled as a student at any of the Universities of Wisconsin, log ... The CASE Student Manager-Operations reports directly to the Program Manager for Employment and ...
| Aspect | Manager Of Computer Operations | Network Operations Manager |
|---|---|---|
| Credentials | Bachelor's in Computer Science or related field, certifications like CompTIA Network+ or Cisco CCNA | Bachelor's in IT or related, certifications like Cisco CCNA, CCNP |
| Work Environment | Data centers, IT departments, enterprise environments | Network operations centers, enterprise networks, telecommunications |
| Industry Usage | IT service providers, large corporations, government agencies | Telecommunications, internet service providers, large enterprises |
| Common Search/Comparison | Yes | Yes |
The Manager Of Computer Operations oversees overall IT systems, data centers, and infrastructure management, focusing on system stability and performance. The Network Operations Manager specializes in managing network infrastructure, ensuring connectivity, security, and network performance. While both roles require IT certifications and work in similar environments, their focus areas differ: one on broad computer operations, the other on network-specific tasks.
$90K - $135K/yr
Full-time
Medical, Dental, Vision, PTO
Posted 24 days ago
8.8
Based on 20 frontline employees who took The Breakroom Quiz
Job Description
As the Director of Planning Operations,you'llbe a resource forour financial advisors andprovide support to the clients ofVoyage Financial Advisors,including:
Actively prepare financial analysis and develop financial plans, serving as a hands-on planner day to day, in a fast-paced high-producing environment.
Integrate Microsoft Co-Pilot and other AI tools into process and operations.
Lead, coach, and develop members of the financial planning team.
Oversee preparation, review, and delivery of comprehensive financial plans and ensure accuracy and process efficiency.
Assistnot only in the creation of financial plans but helpassistthe advisory team by creating straightforward implementation steps for the advisors to help drive revenue growth through implementation.
Partner with advisors to support client planning strategy, meetingpreparationand preparing advisor meeting guides.
Control and form processes for, RMDs, internal payment of policies, deathclaimsand opportunities.
Ensure accuracy and consistency of client data within planning and CRM systems.
Improve and scale planning and meeting prep workflows, tasking, and opportunities to enhance efficiency and service quality.
Ability todirectlyprepare meetings for 20-40 appointments per week.
Serve as a senior planning resource on complex client cases.
Maintain confidentiality of sensitive client and firm information.
Ensure adherence to Thrivent policies, compliance standards, and regulatory requirements.
You will beemployed/contracted byDaniel Demers Holding LLC, dba Voyage Financial Advisors
Desired Characteristics
Our culture and our people are special.We'relooking for people who are - or want to become - part of the communities where clients live,workand worship.Our ideal candidate is:
Innovative
Analyticaland Processthinking
Customer Focused
Focused on teamwork and collaboration
Adaptable and Flexible
Requirements
Securities (Series 7 and 66orSeries7, 63 and 65) and resident state Life,Healthand Annuities registration
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Bachelor's degree in Financial Planning, Finance, Accounting, Economics, or related field preferred.
Project and Process management experience.
3-5+ years of experience in financial planning or related financial services roles.
CFP designation preferred or ability to obtain within 2 years of start date.
Exceptionalpeople,leadership, organizational, and communication skills.
Ability to manage multiple priorities whilemaintainingattention to detail.
Proficiencywith financial planning tools, CRM systems, and Microsoft Office.
External/Internal Dependencies
Must be able to work with all roles of thesponsoring financial advisor
Must be able torepresentthe organization in work with external clients
Must be able to cultivate andmaintainrelationships with outside organizations
Thrivent Investment Management is the sponsor for FINRA registration, and Thrivent Financial for Lutherans is the sponsor for insurancelicensure.
Compensation and Benefits
Full compensationrange of$90,000-$135,000 based on experience.
RetirementPlan
Paid Time Off
Company Profit Sharing Plan
Access to Health, Dental, and Vision Insurance
Employer Paid Life and Disability Insurance
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with$194 billionin assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies whichdemonstratethe strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
To learn more about the privacy of your information, visit ourworkforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans.Insurance products,securitiesand investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email tohuman.resources@thrivent.comor call800-847-4836and request Human Resources.