Operations Lead

In this role at Eclipse Financial Management, a boutique financial planning firm in Victoria, you will lead the newly established back-office operations team in India. Your responsibilities will include overseeing operational tasks, leading a team, ensuring accuracy, and maintaining high service standards. Key Responsibilities: - Establish and manage the back-office operations team in India, initially overseeing 23 operations executives. - Supervise accurate data entry into various financial planning systems. - Prepare and review Records of Advice (ROAs) ensuring compliance. - Compile client data to support financial planners. - Develop workflows for efficient operations. - Coach, train, and provide oversight for operations staff. - Ensure compliance with internal policies and industry regulations. - Collaborate with Australian stakeholders and handle escalations. - Monitor workflows and reallocate tasks to meet deadlines. - Identify operational issues and suggest process improvements. - Address team or individual performance issues. - Provide feedback to the head office in Melbourne. - Assist in preparing review packs and other deliverables. - Adapt to new tasks and responsibilities as needed. Qualification Required: - Minimum of 8 years of operations experience, preferably in financial services. - Experience in leading and mentoring a team. - Strong attention to detail and commitment to quality. - Proactive problem-solving skills. - Effective communication and stakeholder management abilities. - Ability to work in a remote or hybrid setup and build high-performing teams. In this role at Eclipse Financial Management, a boutique financial planning firm in Victoria, you will lead the newly established back-office operations team in India. Your responsibilities will include overseeing operational tasks, leading a team, ensuring accuracy, and maintaining high service standards. Key Responsibilities: - Establish and manage the back-office operations team in India, initially overseeing 23 operations executives. - Supervise accurate data entry into various financial planning systems. - Prepare and review Records of Advice (ROAs) ensuring compliance. - Compile client data to support financial planners. - Develop workflows for efficient operations. - Coach, train, and provide oversight for operations staff. - Ensure compliance with internal policies and industry regulations. - Collaborate with Australian stakeholders and handle escalations. - Monitor workflows and reallocate tasks to meet deadlines. - Identify operational issues and suggest process improvements. - Address team or individual performance issues. - Provide feedback to the head office in Melbourne. - Assist in preparing review packs and other deliverables. - Adapt to new tasks and responsibilities as needed. Qualification Required: - Minimum of 8 years of operations experience, preferably in financial services. - Experience in leading and mentoring a team. - Strong attention to detail and commitment to quality. - Proactive problem-solving skills. - Effective communication and stakeholder management abilities. - Ability to work in a remote or hybrid setup and build high-performing teams.