Managing Director of Operations
Manage and develop all operating systems of the VisionPoint Investment Management department while providing strategic support required to accomplish the firm’s goals.
- Leads and collaborates with VisionPoint Investment team.
- Participation in the firm’s investment committee meetings.
- Oversees and directs the management of firm’s investment offerings.
- Management of firm technology platform for trading and management.
- Works with DOO on monthly commission reporting.
- Communicates with advisors and team members on both the application and development of offerings.
- Works with CCO to maintain compliance superiority.
- Maintain good relationships with representatives of our external financial partners.
- Assist the CEO in annual and strategic planning.
- Complete reporting to the executive committee.
- Collaborate with Financial Advisors across the nation via multiple communication platforms (in-person, phone, GoToMeeting, email, etc.)
- Communicates with advisors and team members on both the application and development of offerings.
