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Director of Operations

Apex Systems

This is a Full-time position in San Antonio, TX posted August 3, 2021.

If interested, please email your updated resume to Julia at Title Director of Operations Location San Antonio, TX Duration Direct Hire Overview Our client is looking for a Director of operations to run the day-to-day mechanics of their Direct Investor Business. The operations unit for this vertical will oversee a diverse and growing range of middle and back office functions including, risk and fraud, operational oversight, central quality, and vendor execution. Creation and maintenance of procedural documents, KPIs, training, and process improvement will be pivotal factors for this role, and the position requires execution and delivery of goals in collaborative and transformational environment. Responsibilities Implement best practices and innovate new processes to optimize department performance Interface with and manage the execution of third-party vendors responsible for daily functions Ensure outsourced services comply with the Master Services Agreement (MSA) and any other relevant amendments or appendices which guides the 3rd party’s relationship Support fraud examination to controlmitigate fraudulent financial transactions Track and validate existing fraud risk strategies and design new proprietary fraud detection strategies. Develop a control framework to understand data at all levels Analyze needs and determine technology and resources required to meet needs Lead the operations organization in a manner consistent with the execution of goals, corporate values, and the best interest of clients, employees and shareholders Provide coaching and development for employees Drive execution of results by Operations Preferred experience 10 years of financial industry experience (or comparable) Previous responsibility for service level goals Ability to create and maintain strong relationships A history of managing teams andor organizations Ability to self-start, work independently, foster collaboration and unify people around change Deep knowledge of the financial products and services, and demonstrated passion and interest in financial markets Focus on client satisfaction Previous investment or brokerage sales experience Series 7 and 63, 65 or Series 66 is a plus, not required Benefits Client offers great Medical, Dental, and Vision plans, and many other benefit opportunities. Flexible PTO, Family Medical and Disability Leaves Available. 401k with a generous employer match. EEO Employer Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at or

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