Top 182 Assurance & Advisory Jobs in Decatur, GA

Financial Director of Operations
Sourced. —Atlanta, GA
- $150,000 - $180,000 a year
- Full-time
- 5 years
- Office
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
8d
Manager, Information Assurance Services
Aprio —Atlanta, GA
- $110,000 - $176,000 a year
- Full-time
- Remote
- Sales
- HIPAA
- Recruiting
- Profit sharing
- Wellness program
Business Development Representative
Aprio —Atlanta, GA
- $85,000 - $110,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Bachelor's degree
- Profit sharing
- Wellness program
7d
Assurance and Advisory Senior Analyst
Cox Enterprises —Atlanta, GA
- $81,400 - $122,000 a year
- Full-time
- CPA
- ERP systems
- Office
- Paid jury duty
- Paid holidays
Director - Patient Connection Center
Piedmont Healthcare Inc. —Atlanta, GA
- Full-time
- Inventory management
- 5 years
- Master's degree
Statewide Trainer
AECOM —Atlanta, GA
- $27.98 an hour
- Full-time
- Classroom
- Clean driving record
- Pass drug screening
- AD&D insurance
- Employee stock purchase plan
Sr Data Analyst
Home Depot / THD —Atlanta, GA
- 18 years or older
- No experience needed
- Mid-level
HR Coordinator
Symphona —Atlanta, GA
- Mid-level
- University
- Organizational skills
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ENVIRONMENTAL WATER TECHNICIAN
Fulton County, GA —Fulton County, GA
- $50,498 - $72,212 a year
- Customer service
- Military
- Mid-level
13d
Manager, Risk Advisory Assurance Services (RAAS)
Aprio —Atlanta, GA
- $100,000 - $150,000 a year
- Full-time
- Remote
- Azure
- Computer Science
- Sales
- Profit sharing
- Wellness program
IT Senior Associate
Doeren Mayhew CPAs and Advisors —Duluth, GA
- Weekends as needed
- Mid-level
- 2 years
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Senior Analyst, Assurance and Advisory Management Program (AMP)
Home Depot / THD —Atlanta, GA
- 18 years or older
- Mid-level
- Office
Compliance Document Specialist
PYA P C —Atlanta, GA
- Full-time
- Mid-level
- Administrative experience
- Communication skills
- Opportunities for advancement
Quick Apply
Senior Associate, Assurance Services, Real Estate
Aprio —Atlanta, GA
- Full-time
- Hybrid work
- CPA
- Mid-level
- 3 years
- Profit sharing
- Wellness program
Audit Associate
Doeren Mayhew CPAs and Advisors —Duluth, GA
- Mid-level
- Analysis skills
- Travel
Quick Apply
Senior Associate - Assurance
Baker Tilly Advisory Group, LP —Peachtree Corners, GA
- $78,000 - $103,940 a year
- Full-time
- Hybrid work
- CPA
- Mid-level
- Office
Quick Apply
Assurance Senior Associate
Frazier & Deeter —Atlanta, GA
- Hybrid work
- CPA
- Customer service
- Research
Quick Apply
Cabling Associate
Align Communications —Atlanta, GA
- Extended hours
- Construction site
- Mid-level
- Travel
- Paid training
- Paid time off
Quick Apply
9d
Director of Audit
RPM Living —Atlanta, GA
- Full-time
- Hybrid work
- Background check
- CPA
- 5 years
- Paid holidays
- Health insurance
Technical Project Manager
Safe-Guard Products International LLC —Atlanta, GA
- Full-time
- Hybrid work
- Azure
- 5 years
- AWS
- Health savings account
- Paid holidays
Quick Apply

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Assurance & Advisory jobs near Decatur, GA

Financial Director of Operations

Sourced. -
Atlanta, GA

Quick Apply

Job Details

Full-time
$150,000 - $180,000 a year
8 days ago

Benefits

Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

Vendor relationship building
Investment firm experience
Team leadership
Performance Reporting
Data reporting
Series 7
Bachelor's degree
Quality control
Data interpretation
Managing projects
CRM system proficiency
Training & development
Project leadership
Process management
Experience at securities companies

Full Job Description

The Opportunity

As the Director of Operations you will be responsible of to leading the broker-dealer operations team. We are seeking a candidate who is passionate for serving advisors and their clients, while seeking to enhance the efficiencies and services of the department, develop and train personnel, and support new and existing businesses.

About The Opportunity:

Compensation - $150,000 - 180,000 annual base salary
Location - Atlanta, GA 30345
Benefits - Health, Dental, Vision, and Life Insurance, as well as 401(k), 15 days PTO, Short & Long Term Disability, and AFLAC

Your Responsibilities:

Operations & Relationship Management

Broker-Dealer & Advisory Operations: Oversee end-to-end account opening processes, ensuring high-quality transaction processing, and driving swift problem resolution to maintain premium customer service.
Custodial & Vendor Partnerships: Manage critical custodial relationships and act as the primary point person for vendor and partner management.
Technology Optimization: Ensure optimal utilization of operations technology and collaborate directly with vendors to establish operational "best practices."
Training & Implementation: Spearhead ongoing internal and vendor-led training on software enhancements, as well as proactively identify and deploy new technologies to scale departmental capacity.

Advisor Onboarding & Transitions

Transition Strategy Support: Partner with the Transition Manager to seamlessly onboard new advisors, directly managing account openings and Automated Customer Account Transfers.
System Integration: Execute the integration of all incoming clients and advisors into back-office, commission, and fee-paying systems.
Account Migration: Orchestrate Broker-Dealer changes for direct mutual fund and insurance accounts, and actively monitor data migration to ensure 100% accuracy.

Compensation Leadership & Oversight

Departmental Leadership: Provide strategic direction, leadership, and daily management to the Advisor Compensation team.
Quality Assurance: Perform final comprehensive reviews on all departmental deliverables to guarantee absolute accuracy in commission and advisory fee processing.
Process Automation: Refine and maximize technology utilization within the compensation department to eliminate manual errors and create workflow efficiencies.

Required Experience:

Industry Background: Minimum of 7 years of experience in financial operations and a minimum of 5 years of experience in operations management.
Management Experience: Proven and successful managemental skills, encompassing both personnel and project management.
Credentials: Active Series 7 and Series 24 (or 9 and 10) Licenses, as well as a Bachelor's Degree.
Industry Relationships: Experience working the Pershing (required), as well as Schwab, Fidelity, or Albridge.
Systems Experience: Experience with Black Diamond and/or other performance reporting systems, and RedTail or other CRM.
Analytical Skills: Ability to identify relevant data and insights, and present in an actionable manner.

Sourced. is hiring on behalf of this company. We will be working with all candidates during the hiring process. For client confidentiality, we will not disclose our client's name until you are approved for an interview with the client.

Pay: $150,000.00 - $180,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Application Question(s):

Please explain your experience with Pershing (required) Schwab, Fidelity, or Albridge.
Does your desired annual salary fall within the salary provided for this position - $150,000 - $180,000 per year?

Experience:

financial industry: 7 years (Required)
financial operations: 7 years (Required)

License/Certification:

Series 7 and Series 24 (or 9 and 10) license (Required)

Ability to Commute:

Atlanta, GA 30345 (Required)

Work Location: In person

Quick Apply

Refine Your Search

Assurance & Advisory jobs in Decatur, GA

Financial Director of Operations

Manager, Information Assurance Services

Business Development Representative

Assurance and Advisory Senior Analyst

Director - Patient Connection Center

Statewide Trainer

Sr Data Analyst

HR Coordinator

ENVIRONMENTAL WATER TECHNICIAN

Manager, Risk Advisory Assurance Services (RAAS)

IT Senior Associate

Senior Analyst, Assurance and Advisory Management Program (AMP)

Compliance Document Specialist

Senior Associate, Assurance Services, Real Estate

Audit Associate

Senior Associate - Assurance

Assurance Senior Associate

Cabling Associate

Director of Audit

Technical Project Manager

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