BCI - Brokerage Consultants Ltd.

Our Focus: Financial Services

We connect the right people with the right positions throughout the financial community.

  • Asset Management
  • Alternative Investments
  • Banking
  • Broker/Dealers
  • Commercial Lending
  • Consulting
  • Corporate Treasury
  • Family Offices
  • Financial Services Software Services
  • Insurance & Pension Funds
  • Municipal Finance
  • Private Equity
  • Real Estate Finance
  • Trading

Brokerage Consultants - Financial Recruiting

Tap our resources.

They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.

Job Order:
1087-1

Job Type:
Permanent

Title:
General Manager (1087-1)

Location:
San Francisco, CA

Description:
SUMMARY/RESPONSIBILITIES:
Independent, fee-based financial planning firm seeks a General Manager for a
multifaceted leadership role.
Manage development/performance of each employee of the firm--clearly
communicate expectations, provide structured performance feedback,
create/maintain ongoing development plan supporting achievement of
professional objectives
Manage financial performance reporting, including development/presentation
of financial reports to CEO
Document/implement/monitor firm?s business processes/operational strategies
that support the efficient/effective delivery of advice and service to
clients
Work with the CEO to establish/implement the firm marketing plan
Develop/manage compliance policies/procedures and provide compliance
supervision
Manage base and incentive compensation plan
Direct and manage human resource functions (e.g., payroll)
Manage the client experience through the continuing
development/implementation/refinement of client-centric business operations
and financial advice processes
Develop/implement and continually optimize advisory and business operation
technology strategy
Direct maintenance of information/operating systems
Prepare accurate/timely financial and performance reports
Develop/implement compliance management strategy
Provide marketing support to CEO
Coordination of team meetings
Maintain professional competencies and adhere to cultural values/ethical
standards

REQUIREMENTS:
College undergraduate degree in relevant area: Accounting/General
Business/Finance/Financial Services/Marketing
Demonstrated experience in financial management (budgets, cash flow
management, etc.)
Knowledge/qualifications/experience: Financial Planning industry knowledge,
HR frameworks, financial reporting, IT infrastructure (basic knowledge),
project management, marketing and operations
Experience with SalesForce and/or Black Diamond preferred
Proven people management experience: decision-making, communication skills,
conflict resolution, ability to delegate to others,
prioritization/planning/organization and time management skills, mentoring
and coaching


Category:
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Contact:
jordan@bcius.com