Sr. Director, Retirement and Wealth Operations (Remote) (Finance)

The Sr. Director, Retirement and Wealth Operations will report to the Executive Director, Business Operations. This role is responsible for leading several functions within the SDIRA Operations function, including those accountable for:

• Core SDIRA operations service teams, of Pods, related to the efficient management of Real Estate, Private Equity, Private Debt, Account Services, Deposits, Distribution, Asset Admin, and Specialty Operations across multiple administrative platforms.
• Fund Custody service and business
• 1031-Exchange Operations
• Budget oversight, workforce adherence to planning
• Operational Efficiencies and metrics

The position has multiple direct reports that are leaders for the respective functional teams. This position's primary responsibility is ensuring the timeliness, accuracy, and effectiveness of all SDIRA Operations Functions. Working with the management team, the position also contributes to the development and implementation of policies and procedures, process improvement, quality and volume monitoring and reporting, hiring, and performance management. The Senior Director will develop and implement a strategic roadmap for SDIRA Operational activities.

Duties & Responsibilities:

• Model, communicate and reinforce the Inspira Values - Forward Thinking, Results Driven, Client Obsessed, People Centric, Committed to Integrity
• Recognize and reward employees that demonstrate the Values
• Define strategy, and service level agreements (SLAs) to align with overall Company and department initiatives
• Identify market trends and determine opportunities to improve current processes
• Lead team organizational structure design
• Appropriately assign all tasks related to the teams and ensure completion within established service levels
• Improve the effectiveness and efficiency of the teams by designing, implementing, and continuously improving processes
• Assist in the development, revision, implementation and monitoring of department policies and procedures with emphasis on internal controls and risk assessments
• Gather supporting documentation and responses for internal and external audits
• Provide daily guidance to direct reports for special situations/exception processing
• Facilitate team training regularly to review procedural and product knowledge
• Maintain a positive work atmosphere within the team and with other internal departments
• Prepare and review semi-annual and annual performance evaluations for all department employees
• Prepare and manage the department budget in coordination with the ELT and Executive Director
• Manage related external vendor and service provider relationships to maintain access to high service levels and latest features
• Other duties as assigned.

[Supervisory Responsibilities:]

• Recruits, interviews, hires, and trains new staff.
• Oversees the daily workflow of the department.
• Provides constructive and timely performance evaluations.