Revolution Technologies

Lead operational teams to ensure service excellence, training, quality assurance, and advisor support in a financial services environment. | Over 15 years general experience with 10-15 years managerial experience, hybrid workstyle, and required securities licenses or ability to obtain. | Job Description This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in one of the following locations: St. Petersburg, FL or Southfield, MI. In addition to the core operational leadership responsibilities outlined below, this role will oversee a diverse portfolio of teams responsible for enabling service excellence, associate readiness, and advisor experience across the organization. The Director will provide strategic and day-to-day leadership for functions including Training, New Hire Onboarding, Call Quality & Analytics, Processing Quality Assurance, Documentation, and Team Leads. This includes designing and executing scalable programs that ensure new and tenured associates are effectively trained, consistently coached, and supported by clear procedures and performance insights. The role will be accountable for establishing quality standards, leveraging analytics to drive performance improvements, and ensuring documentation is accurate, accessible, and aligned to evolving business needs. This leader will also oversee teams that directly support advisors and internal partners across key service channels. Responsibilities include leadership of account opening and maintenance operations, supporting advisors and their clients via phone and email, with a strong focus on accuracy, timeliness, and service quality. Additionally, the Director will lead the internal support desk, ensuring associates receive timely guidance and resolution to service-related inquiries, enabling consistent and confident client support. The role will further own the transitioning advisor account opening experience, ensuring a seamless, efficient, and well-coordinated onboarding process for new advisors and their client accounts. This includes close partnership with cross-functional stakeholders to reduce friction, improve cycle times, and enhance the overall onboarding experience. Success in this expanded scope will require the ability to lead through complexity, drive alignment across multiple functions, and utilize data-driven insights to continuously improve operational performance, quality outcomes, and both associate and advisor experiences at scale. Responsibilities • Support the overall organizational strategy by developing and delivering operational plans and outcomes for a large portion of the business. • Manage and report on the performance of the function/business area; set appropriate performance objectives for direct reports and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of annual business objectives. • Communicate the function's strategy and its relationship to the organization's mission, vision, and values; clarify the actions needed to implement this strategy within the area of responsibility; motivate people to commit to the mission, vision, and values and do extraordinary things to achieve the organization's business goals. • Develop the strategy for a significant area of responsibility, such as a function, anticipating complex issues, challenges, and opportunities. Ensure the strategy is successfully implemented and meets medium-term business needs. • Identify the capabilities needed to meet the current and emerging business needs of a significant business area. Evaluate current capabilities, identify gaps, and prioritize development activities. Motivate others to develop their capabilities and fulfill their personal potential. Build capabilities elsewhere in the organization through mentoring and other informal methods. Skills • Review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required. • Shift into and out of a mental mindset associated with assessing the facts and circumstances of the current situation and/or environment, and making the appropriate/innovative adjustments to thinking and work habits to thrive in any scenario. • Plan and manage small project work assignments within desired cost, time and quality parameters. • Orient work in a workflow to plan, organize, and execute the steps it takes to achieve higher efficiencies. Licenses/Certifications • SIE required or ability to obtain within 120 days • Series 99 required, or ability to obtain within 120 days Education High School (HS) (Required) Work Experience General Experience - More than 15 years, Manager Experience - 10 to 15 years Travel Less than 25% Workstyle Hybrid

Lead and deliver enterprise-wide projects ensuring alignment with business priorities and operational excellence. | 5+ years project management experience in large enterprises with strong risk, financial, and stakeholder management skills. | We are seeking an experienced Project Manager to support and drive the successful delivery of strategic, cross-functional initiatives within a Global Fortune 500 enterprise environment. This role is responsible for managing complex projects across a large-scale organization, ensuring alignment with business priorities, operational excellence, and timely delivery. The ideal candidate will have strong experience in project governance, stakeholder management, financial tracking, and end-to-end project execution. Experience in supply chain, logistics, data, or enterprise transformation initiatives is highly desirable. Key Responsibilities • Lead the planning, execution, and delivery of enterprise-wide projects within scope, schedule, and budget. • Manage full project lifecycle activities, including initiation, planning, execution, monitoring, and closure. • Identify, track, and mitigate project risks, issues, and dependencies across multiple workstreams. • Develop and manage project budgets, forecasts, financial tracking, and variance reporting. • Coordinate with business, IT, operations, supply chain, and data teams to ensure alignment and delivery success. • Prepare executive-level status reports, dashboards, and governance materials for senior leadership. • Ensure adherence to organizational project management standards, methodologies, and governance frameworks. • Drive collaboration across cross-functional teams in a highly matrixed enterprise environment. • Support transformation initiatives, including ERP, supply chain optimization, and data platform implementations (as applicable). Qualifications • 5+ years of Project Management experience in a large enterprise environment. • Strong experience managing risks, issues, dependencies, and financials. • Experience working in Waterfall/Agile or hybrid project delivery environments. • Proven ability to manage multiple stakeholders across business and technology teams. • Proficiency with tools such as MS Project, Jira, Smartsheet, or similar platforms. • Experience in supply chain, logistics, retail distribution, or foodservice industries is a plus. • PMP or equivalent certification preferred. • Strong communication, leadership, and organizational skills. Preferred Experience • Large-scale enterprise transformation or ERP implementation (SAP preferred). • Data-driven initiatives, analytics platforms, or reporting modernization. • Experience in Fortune 500 or similarly complex global organizations. • Understanding of supply chain and distribution operations. Equal Opportunity Employer This organization is an Equal Opportunity Employer and will consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected status.