Director of Business Operations
Company: Shepherd Financial Partners, Llc
Location: Winchester
Posted on: February 25, 2021
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Job Description:
The Director of Business Operations works closely with the Chief
Operations Officer and Shepherd Financial Partners management team
to effectively and efficiently manage and improve internal business
operations. This role is responsible for areas involving smooth
day-to-day office and building management and technology, human
resources, and compliance support. This position is dedicated to
and accountable for a scalable office infrastructure combining
people, process, and technology in order to support outstanding
client service and the growth plans of Shepherd Financial Partners
and individual advisors. Above all, the Director of Business
Operations will have a strong commitment to ensuring an efficient,
optimal business environment that is suited to the personal and
professional needs of all team members. They are responsible for
fostering an exemplary work environment, which is conducive to
serving our clients in the best way possible. This person enters
into a community of passionate individuals, committed to clients,
the community, and the success of the entire team. Major
Responsibilities Office management (25%)
Fax: +1 (781) 729-4356 The content is developed from sources
believed to be providing accurate information. The information in
this material is not intended as tax or legal advice. It may not be
used for the purpose of avoiding any federal tax penalties. Please
consult legal or tax professionals for specific information
regarding your individual situation. The opinions expressed and
material provided are for general information, and should not be
considered a solicitation for the purchase or sale of any security.
Please see Important Disclosure Information
at--https://www.shepherdfinancialpartners.com/important-disclosure-information/
. Financial planning and investment advice offered through Shepherd
Financial Partners, LLC, a registered investment advisor.
Securities offered through LPL Financial, Member FINRA/SIPC.
Shepherd Financial Partners and LPL Financial are separate
entities. Additional information, including management fees and
expenses, is provided on Form ADV Part 2, available upon request or
at the SEC's Investment Advisor Public Disclosure
site,--https://www.adviserinfo.sec.gov/Firm/169093 .--Past
performance is not a guarantee of future results.--The LPL
Financial registered representatives associated with this website
may discuss and/or transact business only with residents of the
states in which they are properly registered or licensed. No offers
may be made or accepted from any resident of any other state.
Keywords: Shepherd Financial Partners, Llc, Boston , Director of Business Operations, Executive , Winchester, Massachusetts
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