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12 дней назад

Branch Operations Manager (Fort Lauderdale, FL) (Fintech)

Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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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

hirify.global 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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