CareerPlan

Business Service Officer

Purchase, New York, United States of AmericaFull-time$120k–$170k2026-10-26 → 2026-11-09

Core

Lead branch operations, supervise Support Professionals, and execute business functions to modernize client experience and ensure compliance.

Role type

Senior IC branch operations manager

Builds

Branch service delivery and operational efficiency

Domain

Financial services / Wealth management

Required skills

People management, strategic prioritization, conflict resolution, budget forecasting, process improvement, compliance enforcement, team coaching, stakeholder partnership

Preferred skills

Supervisory experience, talent development, diversity and inclusion advocacy

Technologies

N/A

Responsibilities

Lead and mentor a team of Support Professionals; manage travel and entertainment budgets; facilitate hiring and onboarding; conduct performance reviews and coaching; implement process improvements; partner with Sales and Risk teams.

Seniority

Senior, hands-on IC