Operations Manager
Core
Manage overall operational efficiency of a branch office, including front- and back-office functions, project management, and compliance.
Role type
Operations Manager
Builds
Branch office operations and client service workflows
Domain
Financial services / Securities industry
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Project management, Leadership, Compliance, Organization, Time management, Financial market knowledge, Investment concepts, Human resource management, Microsoft Office, Analytical skills
Preferred skills
SIE, Series 7, 66, 9/10 licenses
Technologies
Microsoft Office
Responsibilities
Direct day-to-day operational functions, control expenses, resolve complex client account problems, recruit and supervise associates, conduct performance appraisals, ensure daily staffing levels, coordinate registrations and licensing, manage branch marketing and client events
Seniority
Mid-level, hands-on IC
