_Please note: This role is NOT eligible for Work Visa sponsorship, either currently or in the future._ _This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our St. Petersburg, FL Corporate Office._ **Why This Role Matters** This isn’t just another operation’s job—it’s a chance to lead initiatives that shape the future of our business. You’ll be at the center of strategy, execution, and compliance, ensuring our operations run seamlessly while meeting regulatory standards. Your leadership will empower teams, optimize processes, and deliver exceptional service to our clients. **Licensure Requirements – Your Key to Success** _To excel in this role, you must hold—or be able to obtain within 120 days—the following FINRA licenses:_ + SIE (Securities Industry Essentials) – Required unless exempt or grandfathered. + Series 99 (Operations Professional) – Required unless you already hold one of the following qualifying registrations: Series 6, 7, 17, 37, 38, or principal-level Series 4, 9/10, 14, 16, 23, 24, 26, 27, 28, 51, or 53. _These licenses are essential for ensuring compliance and enabling you to operate confidently in a regulated financial environment. We’ll support you every step of the way to obtain them if needed._ **What You’ll Do** + Lead & Innovate: Own a key operational area—whether building something new or optimizing existing processes—with guidance from senior leaders. + Strategic Planning: Shape annual and long-term business plans, forecast KPIs, and develop compelling business cases. + Drive Performance: Set clear objectives, monitor progress, and inspire your team to exceed expectations. + Operational Excellence: Manage day-to-day service operations and coordinate across teams to align schedules with business goals. + Policy & Compliance: Interpret and apply policies, monitor regulatory compliance, and recommend process improvements. + Risk & Budget Management: Develop contingency plans, collaborate on budgets, and ensure financial accountability. + Talent Development: Coach and mentor team members, fostering growth and professional development. **Technical Expertise Required** + Strong technical knowledge to support operational efficiency and process improvement. + SmartSheet experience (or similar project management tools) is highly beneficial for workflow optimization and reporting. + Ability to analyze data trends, leverage technology for decision-making, and implement innovative solutions. **Skills That Set You Apart** + Strategic Thinking & Planning + Data-Driven Decision Making + Risk Management & Compliance Expertise + Advanced Communication Skills + Project Leadership & Change Management + Technical Systems Troubleshooting **Why You’ll Love It Here** + Opportunity to lead impactful projects in a dynamic, growth-oriented environment. + Support for professional development and licensure. + Collaborative culture that values innovation and continuous improvement.