Independent Financial Group, LLC
Operations Manager
Independent Financial Group, LLC, San Diego, California, United States, 92189
Independent Financial Group (IFG)
is currently seeking an Operations Manager.
Independent Financial Group, LLC (IFG) is a privately held independent broker-dealer based in San Diego, California. Founded in 2003, IFG provides an array of business solutions supporting more than 532 independent financial professionals across 377 offices nationwide.
IFG was named among the “Fastest Growing Private Companies in the US” by Inc. 5000 in 2020, for the eighth time since 2010. San Diego Business Journal ranked IFG #7 among the Largest Private Companies in San Diego in 2022. IFG was ranked 19 th
Independent Broker-Dealer based off revenue in 2023 by Financial Planning Magazine. In 2024, IFG was ranked 16 th
largest among national independent broker-dealers by Financial Advisor Magazine, based on revenue.
Job Duties
Become proficient in all processes within Operations and assist with daily processing as needed to ensure service levels are met.
Manage team resources to ensure timely productivity.
Perform daily review, quality control and manage error rates.
Ensure compliance with prescribed internal policies and regulatory practices.
Assist IFG Investment professionals with client account questions and training.
Assist IFG Investment professionals with Pershing navigational questions.
Qualifications
Prior industry experience (5+ years).
Series 7 and 24 Required.
Four-year degree from an accredited University.
CompensationIFG offers a competitive benefits package, including company-paid medical, dental and vision benefits, 401(k) matching, market-level compensation based on experience, free on-site fitness center, and provides employee events throughout the year.
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is currently seeking an Operations Manager.
Independent Financial Group, LLC (IFG) is a privately held independent broker-dealer based in San Diego, California. Founded in 2003, IFG provides an array of business solutions supporting more than 532 independent financial professionals across 377 offices nationwide.
IFG was named among the “Fastest Growing Private Companies in the US” by Inc. 5000 in 2020, for the eighth time since 2010. San Diego Business Journal ranked IFG #7 among the Largest Private Companies in San Diego in 2022. IFG was ranked 19 th
Independent Broker-Dealer based off revenue in 2023 by Financial Planning Magazine. In 2024, IFG was ranked 16 th
largest among national independent broker-dealers by Financial Advisor Magazine, based on revenue.
Job Duties
Become proficient in all processes within Operations and assist with daily processing as needed to ensure service levels are met.
Manage team resources to ensure timely productivity.
Perform daily review, quality control and manage error rates.
Ensure compliance with prescribed internal policies and regulatory practices.
Assist IFG Investment professionals with client account questions and training.
Assist IFG Investment professionals with Pershing navigational questions.
Qualifications
Prior industry experience (5+ years).
Series 7 and 24 Required.
Four-year degree from an accredited University.
CompensationIFG offers a competitive benefits package, including company-paid medical, dental and vision benefits, 401(k) matching, market-level compensation based on experience, free on-site fitness center, and provides employee events throughout the year.
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