Registered Operations Leader
Core
Manage operational structures and processes for a growing branch, supporting advisors in client servicing, financial planning, and business growth.
Role type
Senior IC branch operations leader
Builds
Branch operational efficiency, advisor business plans, and client experience
Domain
Financial services / Wealth management
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
supervisory experience, financial reporting, budgeting, compliance support, staff hiring and allocation, expense management, real estate/facilities coordination, trade execution support, meeting logistics
Preferred skills
none stated
Technologies
standard business software applications
Responsibilities
Manage resources to achieve revenue and client acquisition targets; assist advisors in servicing clients including preparing financial plans and completing trades; build, manage, track and analyze reports and branch vitals; lead, coach, mentor and provide performance management for direct reports
Seniority
Senior, hands-on IC