Vice President, Operations
5 days ago
**Who we are**
Univeris has been successfully building and modernizing wealth management software for over 30 years. We are the go-to solution for many financial services firms (e.g., mutual fund dealers, securities dealers, wealth management firms and insurance companies) that want to stay competitive in an intriguingly digital world. To date, more than 25,000 financial advisors and 1.5 million investors in 12 countries have converted to our money-managed platform—with over $450B in Assets Under Administration. Why? Because we have the technology to streamline portfolio management, drive efficiencies and improve productivity.
At Univeris, we value talent and ideas. This means our employees have the freedom to do things they know would be great and meaningful for our clients and for the company. We’re looking for people who are creative, get excited by new opportunities to learn and grow and feel at home by an organization that supports them. Ready to start your career?
**The Opportunity**
The Vice President of Corporate Operations is responsible for upholding the profitability and values of an organization by leading business operations. Duties include consulting with senior leadership personnel to determine business goals or initiatives, visiting with Directors or Department Managers to relay information about company needs and reviewing operational data to make inferences about the organization’s success.
The Vice President of Operations will plan, direct, coordinate, and oversee operations activities in the organization, ensuring development and implementation of efficient operations and cost-effective systems to meet current and future needs of the organization.
*
The Role*
- Establish, implement, and communicate the strategic direction of the organization's operations division.
- Collaborate with executive leadership to develop and meet company goals while supplying expertise and guidance on operations projects and systems.
- Collaborate with other divisions and departments to carry out the organization's goals and objectives.
- Identify, recommend, and implement new processes, technologies, and systems to improve and streamline organizational processes and use of resources and materials.
- Ensure that departmental decisions and project plans such as those for staffing, development, organization, material efficiency, hardware acquisitions, and facilities are in line with the organization's business plan and vision.
- Establish, communicate, and implement operations-related policies, practices, standards, and security measures to ensure effective and consistent support and execution.
- Reviews and approve cost-control reports, cost estimates, and staffing requirements for projects.
- Establish and administer the department's budget.
- Present periodic performance reports and metrics to the chief executive officer and other leadership.
- Maintain knowledge of emerging technologies and trends in operations management.
- Identify training needs and ensures proper training is developed and provided.
Your Formal Qualifications
- 5+ years in the operation leadership role
- Software product development business
- Organization with Europe, LATAM and North America operations
- Responsible for the full scope of corporate operation functions: HR, Premises, Administration, and Procurement across the organization
- Setting departmental strategy, detailed implementation plans and lead to successful execution
- Lead special projects, multi-team complex initiatives into the successful completion
- Integrating acquired companies and operations
- Owning the budget planning process and Managing P&L
- Outsourcing/offshore software development and managing vendors
Your Proven Qualities
- First principles minded and leading practices driver
- Excellent communicator, a positive motivator of people and team leader
- Talented and intent to grow the business
- Skilled in processes and delivering results successfully
- Hands-on and detailed
- People and Culture Mindset
Extras You Might Offer As Tiebreakers
- Preference for:
- Strong preference for Toronto based resident for ease of collaboration with senior leaders
- Strong preference for Spanish or French language fluency
- Bachelor’s degree in business, accounting, or finance.
- Masters’ degree in business administration (MBA) or relevant field
- Experience in Legal, Finance and Accounting areas
- Familiar with Financial Industry, Wealth Management, Investments, FinTech or other financial-related fields
- Experience trading stocks or making personal investment decisions
- Experience working for a Wealth Management, FinTech or Enterprise software vendor
**The Work Environment**
- Traveling is part of this role
- Our location is downtown Toronto in a small office environment
- Work may be in-office, remote or hybrid, collaborating with other team members in-personal and digitally during regular business hours
- Some work outside of normal business hours may be
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