Location
The Woodlands, TX | United States
Job description
AVION WEALTH, LLC
INTEGRATOR
Are you a leader who thrives on galvanizing teams, ensuring accountability, and fostering a positive, respectful work environment? Do you embody empathy and confidence, tackling challenges with poise and assertiveness? Are you a great communicator, adept at both written and oral expression, with a keen eye for detail and a knack for problem-solving? If you exhibit these qualities, Avion Wealth, LLC wants to talk to you!
Our ideal Integrator is:
- A Galvanizer. You inspire and motivate teams, creating a sense of unity and purpose. You energize others with your vision and passion, turning collective efforts into remarkable achievements.
- Empathetic. Your understanding and consideration for others make you approachable and supportive. You navigate interpersonal dynamics with compassion, fostering a work environment where everyone feels valued.
- Accountable. You take responsibility for your actions, ensuring tasks are completed to the highest standard. Your commitment to excellence is unwavering, and you hold yourself and your team to the highest standards.
- Confident but Not Arrogant. Your self-assuredness is tempered with humility, creating a positive and collaborative atmosphere. Your confidence shines through, empowering your team without overshadowing their contributions.
- Respectful. You treat others with courtesy and consideration, recognizing the value each individual brings to the team. Your interactions are characterized by respect, creating a culture of inclusivity and cooperation.
Our ideal Integrator is poised, assertive, and an organized professional with a passion for effective communication and problem-solving, we invite you to join Avion Wealth, LLC. In this role, you will not only contribute to the success of our team but also play a pivotal role in shaping the high-level impact Avion Wealth, LLC has in the financial industry.
RESPONSIBILITIES
Responsibilities include, but are not limited to:
- Ensure that team members are aligned with and working toward the achievement of strategic Rocks.
- Actively participate in quarterly and annual EOS meetings, contributing strategic insights.
- Collaborate with the Visionary to identify and implement opportunities and innovations.
- Coordinate and facilitate weekly leadership (L10) meetings to enhance communication and alignment.
- Streamline operational processes to enhance efficiency and ensure adherence to established policies.
- Identify and implement system improvements to optimize workflow and enhance overall business operations.
- Ensure effective communication within all levels of the company.
- Manage financial resources, tracking expenses and budgeting to ensure fiscal responsibility.
- Ensure compliance with regulations, manage HR processes, and facilitate a smooth onboarding and termination process.
- Manage the compliance calendar and the associated program.
- Establish and monitor KPIs, utilizing data-driven insights to drive business decisions.
- Liaise and manage relationships with outside vendors.
- Understand and manage internal tech and software, ensuring effective utilization.
- Oversee the training program, leveraging LMS tools to enhance the learning experience for team members.
- Act as a representative for team members, championing their interests and ensuring a positive work environment.
- Collaborate with the marketing team to align operational efforts with marketing initiatives, ensuring a cohesive strategy.
This is an initial full time, in-person, role based in The Woodlands, TX. Hybrid model available after (1-2 days work from home). Path to partnership available. Background checks will be REQUIRED.
QUALIFICATIONS
Required:
- 5+ years of operations experience
- Proficient in Microsoft Excel
- Familiarity with financial statements
- 4-year degree
Preferred:
- Industry experience
- Salesforce experience
- QuickBooks experience
- Experience with workflow process creation and implementation
- SEC Compliance experience
Desired:
- EOS experience
- Technology familiarity with various platforms (Box.com, Process Street, Tamarac Advisor, LastPass, Schwab and/or Fidelity Platforms, Teamwork Projects, Talent LMS, Pardot, Adobe Acrobat, Microsoft Exchange)
THE COMPANY – AVION WEALTH, LLC
Avion Wealth, LLC is not just a workplace; it's a dynamic environment fostering tremendous opportunities for personal and professional growth. Rooted in a culture defined by core values, we provide a fair amount of autonomy and influence, empowering our team to make impactful changes and differences. With a focus on making a positive impact in people's lives, our organization values hard work, dedication, collaboration, and a supportive team spirit.
WHY WORK WITH US – AVION WEALTH, LLC
- We live by our Core Values which are tied to our culture
- We foster a positive and collaborative atmosphere
- We take care of our team members, so they take care of our clients
OUR CORE VALUES
- Client Centricity
- Generosity
- Empathy
- Culture
- Pursuit of Excellence
SALARY: $150k - $160k
BENEFITS: Profit sharing up to 10% of pay (5% automatically contributed to the Company 401K as an employee contribution, the remainder is discretionary based on individual and company growth), bonuses based on individual and company goals, health insurance coverage (80% subsidy for employee coverage), Short Term Disability Insurance for employee (100% covered by Avion), Life Time gym membership in The Woodlands ($150/mth subsidy from Avion for employee)
Unlock Your Potential: Avion Wealth, LLC – Apply Now Where Growth Knows No Limits
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