CareerPlan

Branch Operations Manager- Boca Raton, FL

Boca Raton, Florida - United StatesFull-time2026-07-30 → 2026-11-11

Core

Manage overall operational efficiency of a financial services branch office, ensuring compliance with firm and regulatory policies.

Role type

Branch Operations Manager

Builds

Operational workflow and compliance for a branch office

Domain

Financial Services

Required skills

Operational management, regulatory compliance, staff supervision, financial analysis, expense control, facility management, recruitment and training

Preferred skills

Experience in financial services industry, supervisory experience

Technologies

None stated

Responsibilities

Direct day-to-day operational functions, coordinate branch-home office workflow, oversee ordering of supplies and manage petty cash, recruit and supervise branch operations associates, conduct performance appraisals, resolve complex client account issues, coordinate licensing and continuing education for personnel

Seniority

Mid-level Manager