Operations Leader
Core
Manage operational processes, branch staff, and advisor support to drive business results, revenue growth, and client experience in a financial services firm.
Role type
Senior Operations Leader (Branch)
Builds
Operational efficiency, client service delivery, and branch performance metrics
Domain
Financial Services / Wealth Management
Required skills
Leadership and team management, financial planning support, budgeting and expense analysis, compliance coordination, real estate and facilities management, performance management, process optimization
Preferred skills
Series 7 license, State securities agent registration (S3 or S66)
Technologies
Standard business software applications
Responsibilities
Manage branch staff and partner with advisors to achieve revenue and client acquisition targets; Assist advisors in client servicing including financial plan preparation, trade execution, and meeting logistics; Build, manage, and analyze branch reports and vitals including P&L and budgeting; Lead, coach, and mentor direct reports while managing hiring and staffing needs; Oversee real estate and facilities initiatives and ensure compliance support
Seniority
Senior, hands-on IC with supervisory experience