Full Time
Wichita Falls Chamber Member
Wichita Falls, Texas
Posted on April 6, 2023

Website Crossvine A Financial Planning Firm

JOB DESCRIPTION

Crossvine A Financial Planning Firm is a holistic planning and wealth management firm located in North Texas. We are currently seeking a candidate experienced in Investment Operations to join our team as Director of Investment Operations. This is a great professional opportunity for someone looking to make a change and wishing to join a family-first focused, dynamic, successful, professional, and values driven team!

As a part of our team, our Director of Investment Operations:

Mentors and develops investment operation associates.
Works jointly with advisors and specialists on designated client relationships.
Actively participates and contributes to Investment Operations Team projects for efficiency, productivity, advice, and client experience.
Oversees operations team activities, including, but not limited to: advisory trading and money movement, account opening, service requests and maintenance items, and strategic initiatives for current and prospective clients.

This is a seasoned professional who has a heart for service, strong leadership abilities, and loves contributing to the team effort. This position will provide instrumental support for our team through their:

Strong analytical and organizational skills
keen attention to detail
Natural ability to be a team player and self-starter

The ideal candidate will have:

Investment Operations experience (5 years preferred)
Hold their Series 7 and 63 securities licenses
Have (or obtain within 45 days of their start date) their Texas Life/Accident/Health insurance license
An Associate or Bachelor’s Degree is preferred, but related field experience will be considered

If interested in applying for this position, please email resume and 3 professional references to stacie.cook@nm.com.

To apply for this job email your details to stacie.cook@nm.com

When can I apply for The Circuit?

The application process opens in November and remains open until December 31st. Memberships begin in January and will continue through December.

How much does it cost to join The Circuit?

There is no cost to join The Circuit!

What are the age requirements to join The Circuit?

Members must be between the ages of 18 and 40.

What's the time requirement for members?

Members can expect to dedicate around 1-3 hours per month to various programs. This time can include one-on-ones with a mentor (1 hr/quarter), monthly programs (1hr/month), Chamber professional development programs (3-4 hours/quarter), open circuits (1-3 hours/quarter) and closed circuits (1-3 hours/year).

What are the age requirements to be a mentor?

There is no age requirement to be a mentor, but a minimum of at least 5-10 years of specific industry expertise is preferred.

What's the time requirement for mentors?

Mentors can expect to spend at least one hour per mentee per quarter in a one-on-one setting, to take place at the convenience of both the mentor and mentee. The mentor/mentee relationship is a one-year commitment, so mentors can expect to commit four hours per year.

How long are Circuit Advisory Committee terms?

Committee advisors serve one-year terms that run January through December of each year.

How are members matched to their mentor?

Mentors and members are matched together based off professional compatibility using a unique weighted matching system that takes into consideration industry, experience level, and areas of interest. This information is gathered when members and mentors join for the program through the registration form. After the initial assessment is finished, each match is reviewed bi-weekly by an internal match committee meeting. This committee will also review special cases, such as mismatches, ties and multiple matches to the same mentor.

How is the mentor matching system’s weights broken down?

When conducting the matching process, industries are weighted at one point, experience level is matched at two points and each of the three areas of interested at weighted at three points each. A match can receive up to twelve points total between the three above listed categories. A match is considered compatible at a 67% match or higher, which is eight out of twelve points.

How long will it take for me to be matched with a mentor?

New members can expect to be matched with their mentor within 10-15 business days after they register for the Circuit. Sometimes a new member will not have an obvious mentor match when they first join, promoting our mentor matching committee to actively recruit a quality match from the community for this new member. If this happens, the new member will be updated as new information is received.

Circuit Mentor Expectations

Being a Circuit Mentor gives you the opportunity to be a part of the future of Wichita Falls by cultivating and shaping our future leaders right now. If you’re looking for a way to give back to the community, this is it!

Here’s what our mentors can expect:

Meet with mentees a minimum of once a quarter.
Hold all confidential information in trust and strict confidence.
Assist mentees with professional growth and development by offering leading questions and advice, eliminating barriers, making connections, and being a reference when appropriate.
Maintain a professional relationship with the mentee.
Be flexible and provide the necessary support and advice to help the mentee succeed.
Make a one-year commitment to being matched with a mentee.
Inform the Circuit Board of any difficulties or areas of concern that may arise in the mentorship.

Be a Circuit Mentor

Full Name

Job Title

Organization

Organization Address

Years in Industry

Work Phone

Select Your Hard Skills Interests (First Choice)

Select Your Hard Skills Interests (Second Choice)

Select your Soft Skills Interests (First Choice)

Select your Soft Skills Interests (Second Choice)

Circuit Mentor Expectations Circuit Mentor Expectations I agree to the Circuit Mentor Expectations

Mentor Match Preference Mentor Match Preference Male Female No Preference

8 + 15 =

CIRCUIT MEMBERSHIP EXPECTATIONS

The Circuit program consists of eight planned events that will provide you with the knowledge and tools to become a successful leader. To ensure that Circuit members are receiving maximum benefit from the organization, we highly encourage members to be active participants in circuit programs, mentorship, and community activities as listed below:

Attend circuit membership programs.
Attend one (1) quarterly meeting with your mentor.
Attend a Business After Hours or Wake Up Wichita Falls Powered by the Wichita Falls Chamber of Commerce quarterly.
Attend BOSS Panel Discussions Powered by the Wichita Falls Chamber of Commerce at no cost to the member.
Physically or virtually attend a community event and share your experience with a photo on the Circuit Facebook page using the hashtag #CircuitWF.
Volunteer at a community event and share your experience with a photo on the Circuit Facebook page using the hashtag #CircuitWF.

Members will be matched with an industry mentor. As a mentee, you should:

Have a positive attitude and be respectful of your mentor.
Meet with your mentor a minimum of once a quarter.
Hold all confidential information in trust and strict confidence.
Maintain a professional relationship with a mentor.
Make a one-year commitment to being matched with a mentor.
Inform the Circuit Board of any difficulties or areas of concern that may arise in the mentorship.

Join the Circuit

Full Name

Date of Birth

Job Title

Organization

Years in Industry

Work Address

Work Phone

Cell Phone

Select Your Hard Skills Interests (First Choice)

Select Your Hard Skills Interests (Second Choice)

Select your Soft Skills Interests (First Choice)

Select your Soft Skills Interests (Second Choice)

Circuit Membership Expectations Circuit Membership Expectations I agree to The Circuit Membership Expectations

Mentor Match Preference Mentor Match Preference Male Female No Preference

8 + 15 =

About the Circuit

Beginning in 2012, Young Professionals of Wichita Falls (YPWF) was formed to offer innovative ways for professionals, 18-40 years old, in the Wichita Falls area to expand their professional network.

In 2019, YPWF determined that it wanted to transition the focus of its organization from social interaction to professional, leadership, and community development. The Wichita Falls Chamber of Commerce helped YPWF restructure into the organization now known as The Circuit.

In 2023, the program continues to evolve to help meet the needs of our young professionals.

Three Pillars:

The Circuit is focused on developing emerging leaders through mentorship, community engagement, and personal growth.

Mentorship: Every member is matched to an industry expert mentor. This professional relationship is formed on confidence and allows for mentees to receive one-on-one advice and direction from a trusted resource.

Professional Development: The Circuit creates leaders. Circuit members are able to attend exclusive Chamber events such as BOSS, Wake Up Wichita Falls, Business After Hours, and exclusive Circuit programs to work continuously on professional (and personal) development.

Community Engagement: Circuit members will be actively engaged in Wichita Falls by attending or volunteering in community events to gather current events information on community-based initiatives.

The Circuit is led by a volunteer advisory committee and is a program of the Wichita Falls Chamber of Commerce.

Director of Investment Operations

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When can I apply for The Circuit?

How much does it cost to join The Circuit?

What are the age requirements to join The Circuit?

What's the time requirement for members?

What are the age requirements to be a mentor?

What's the time requirement for mentors?

How long are Circuit Advisory Committee terms?

How are members matched to their mentor?

How is the mentor matching system’s weights broken down?

How long will it take for me to be matched with a mentor?

Circuit Mentor Expectations

Be a Circuit Mentor

CIRCUIT MEMBERSHIP EXPECTATIONS

Join the Circuit

About the Circuit

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