Registered Operations Leader
Core
Manage branch staff, support advisors in client servicing, and oversee operational processes to drive business results and client experience.
Role type
Senior operations leader (financial services)
Builds
Branch operations, client service support, and operational efficiency
Domain
Financial services / Wealth management
Required skills
Leadership, team management, financial planning support, compliance registration, budgeting, reporting, real estate/facilities management, performance management, HR policies knowledge
Preferred skills
None stated
Technologies
Standard business software applications
Responsibilities
Manage branch staff and partner with branch leaders; Assist advisors in client servicing and transaction processing; Build and analyze branch reports and manage budgets; Lead, coach, and mentor direct reports.
Seniority
Senior, hands-on IC