Job Description
Company Description Millennium Wealth Management is an independent financial planning firm dedicated to helping individuals and families achieve confidence in their financial future amidst an ever-changing financial landscape. With a multi-generational team of professionals, the firm provides personalized guidance and tailors solutions to meet unique financial goals. As an independent entity, Millennium Wealth Management places client needs first, offering unbiased advice free from proprietary product constraints. The firm is committed to building long-term relationships, fostering trust, and helping clients save, grow, and manage their wealth effectively to live, retire, and leave a legacy with purpose. Role Description This is a full-time remote role for an Executive Vice President of Operations. The role involves overseeing daily operational activities, managing budgets, and driving organizational efficiency. Responsibilities include managing profit and loss (P&L), aligning operations with strategic goals, leading Customer Service initiatives, and ensuring smooth project management. The Executive Vice President of Operations will collaborate with various teams to streamline operational processes and support the overall success of the organization. Qualifications Expertise in Operations Management and P&L Management with a strong focus on optimizing resources to meet business objectives Proven ability in Strategic Planning, with experience aligning operational activities to long-term objectives Strong skills in Project Management and ensuring the successful completion of initiatives within timelines and budget constraints Experience in delivering exceptional Customer Service and developing processes for efficient client engagement Strong leadership, communication, and problem-solving abilities to effectively manage teams and drive operational excellence Outstanding organizational and multitasking abilities with a results-driven mindset Previous experience in financial planning, wealth management, or a related field is a plus Bachelor's degree in Business Administration, Management, or a related field is required; MBA preferred