12 дней назад
Branch Operations Manager (Fort Lauderdale, FL) (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Branch Operations Manager (Fintech): Managing the operational efficiency and compliance of a financial services branch with an accent on workflow coordination, audits, staffing, and regulatory registrations. Focus on resolving complex client-account issues, supervising operations associates, and maintaining efficient branch controls.
Location: Fort Lauderdale, Florida, United States. Workstyle: Resident. Travel is less than 25%.
Company
provides financial services through branch offices and supports clients with investment and advisory services.
What you will do
- Manage daily branch operations and maintain efficient workflow.
- Coordinate branch and home-office processes, supplies, invoices, facilities, maintenance, and security.
- Complete self-audits and support compliance visits, regulatory responses, and confidential branch matters.
- Research and resolve complex client-account issues and inquiries.
- Recruit, train, supervise, and review the work and performance of branch operations associates.
- Coordinate staffing, cross-training, registrations, continuing education, licensing, and related personnel records.
Requirements
- Bachelor’s degree in accounting, business administration, finance, or an equivalent combination of education and experience.
- Three years of experience in the financial services industry, preferably including operational management and supervisory experience.
- Required securities credentials include SIE, Series 7, Series 9, and Series 10.
- Series 63, 65, and/or 66 may be required based on the state.
- Ability to obtain additional securities and advisory state registrations when required.
Culture & Benefits
- Guiding behaviors include developing, collaborating, deciding, delivering, and improving.
- Benefits may include medical, dental, vision, life, disability, retirement savings, paid time off, and parental leave.
- Additional compensation may include cash or equity, discretionary bonuses, or commissions.
- People-first culture focused on integrity, independence, client service, and continuous improvement.
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