Executive Director of Operations

Key responsibilities

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• Lead, coach, mentor, and develop managers and operational teams across the organization.
• Oversee Licensing, Contracting, Compliance Operations, Recruiting Operations, Onboarding, Compensation Administration, Advisor Support, Finance & Accounting, and General Operations.
• Ensure compliance with FINRA, SEC, state insurance regulations, and carrier requirements.
• Partner with executive leadership to execute operational initiatives that support the company's strategic objectives.
• Maintain and monitor departmental KPIs, scorecards, and performance metrics to ensure accountability and continuous operational excellence.
• Foster collaboration and consistency across all operational departments while ensuring existing processes are executed effectively.
• Lead cross-functional initiatives that improve communication, execution, and advisor experience.
• Manage departmental budgets, staffing plans, and succession planning.
• Serve as the operational liaison between the Home Office and Executive Leadership Team.
• Deliver an exceptional advisor experience from recruitment through ongoing operational support.
• Foster a culture of servant leadership, accountability, urgency, professionalism, and continuous improvement.

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Required qualifications

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• Minimum 10 years of executive or senior leadership experience leading large operational teams.
• Active FINRA securities licenses required (Series 7 and 24 or 26 preferred; additional registrations are a plus).
• Deep experience within the securities and insurance industries.
• Extensive knowledge of licensing, contracting, compliance, recruiting, onboarding, compensation, finance and accounting, and operational support.
• Demonstrated success leading operational teams within a high-growth organization.
• Strong financial, analytical, organizational, and project management skills.
• Exceptional communication, leadership, coaching, and relationship-building abilities.

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Preferred qualifications

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• Bachelor's degree required; MBA preferred.
• Experience supporting independent financial advisors, agencies, broker-dealers, or insurance organizations.
• Experience working with CRM, licensing, contracting, and compliance platforms.

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Leadership competencies

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Servant Leadership

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• Executive Presence  
• Accountability  
• Talent Development  
• Strategic Thinking  
• Operational Excellence  
• Collaboration  
• Change Leadership  
• Sound Decision Making  
• Integrity  
• Continuous Improvement  
• Communication

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Success in the first 12 months

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• Build strong relationships and trust across all operational departments.
• Become fully proficient in FFA's operational systems, workflows, and processes.
• Maintain and monitor departmental KPIs and operational scorecards to ensure consistent performance.
• Improve onboarding, licensing, and contracting turnaround times through strong leadership and execution.
• Increase advisor satisfaction and responsiveness across operational departments.
• Recruit, develop, coach, and retain exceptional operational leaders.
• Strengthen collaboration and communication between operational teams and executive leadership.
• Serve as a trusted strategic partner to the CEO and Executive Leadership Team.

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Why Florida Financial Advisors?

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At Florida Financial Advisors, operations are the foundation that enables our advisors to change lives. This is an opportunity to lead exceptional people, develop future leaders, and oversee the teams that power one of the fastest-growing financial services organizations in the country.

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If you are a servant leader who believes that great operations begin with great people, thrives in a fast-paced environment, and is passionate about developing high-performing teams while delivering an exceptional advisor experience, we invite you to join us.