Operations Manager (Finance)

Location: Onsite in Bloomington, Minnesota, United States

Salary: $70,000–$100,000 annually, determined by experience and registrations.

Company

Financial services operations are managed within an independent branch serving clients through securities-industry products and services.

What you will do

• Manage the branch office's daily front- and back-office operations and overall operational efficiency.
• Support the Branch Owner with compliance visits, expense control, branch meetings, and confidential matters.
• Research and resolve complex client account problems and inquiries.
• Recruit, train, supervise, and evaluate branch operations associates.
• Review daily work, manage staffing levels and schedules, and coordinate cross-training and workload assignments.
• Manage branch marketing and client events and coordinate registrations, continuing education, and licensing.

Requirements

• 5+ years of industry and leadership experience.
• Knowledge of securities-industry investment concepts, financial markets, products, company policies, and regulations.
• Strong project management, organization, leadership, time-management, analytical, communication, and compliance skills.
• Ability to lead staff, manage changing priorities, resolve client issues, and work independently with minimal supervision.
• SIE, Series 7, 66, 9/10 certifications, or the ability to obtain them within the stated period.
• Bachelor's degree preferred.

Culture & Benefits

• Professional, discreet, collaborative, and team-oriented work environment.
• Medical, dental, and vision coverage may be available through the hiring branch.
• Retirement benefits, paid time off, market holidays, tuition assistance, and a discretionary bonus.
• No travel is required for the role.
• The position is offered by an independent branch, and employment terms and benefits are provided by the branch rather than hirify.global.