Branch Operations Manager - Burlington, Vt, Latham, Ny Or Saratoga Springs, Ny

Chartwell Investment Partners

Burlington, VT, USA
$80,000.00-$105,000.00 py
Hybrid
Branch operational efficiency
Firm and regulatory compliance
Client account resolution
Chartwell Investment Partners is seeking a Branch Operations Manager to oversee the operational efficiency of their branch offices in Burlington, VT, Latham, NY, or Saratoga Springs, NY. The ideal candidate should possess a bachelor's degree, relevant experience in financial services, and required licenses, with a focus on compliance and operational management

Job Summary

  • Under branch manager direction, manage the overall operational efficiency of the branch office.
  • Recruits, selects, orients, trains and supervises branch operations associates.
  • Researches and resolves complex problems relating to client accounts and inquiries.

Matching Summary

Match Score: 85

Chartwell Investment Partners is seeking a Branch Operations Manager to oversee the operational efficiency of their branch offices in Burlington, VT, Latham, NY, or Saratoga Springs, NY. The ideal candidate should possess a bachelor's degree, relevant experience in financial services, and required licenses, with a focus on compliance and operational management.

Salary

$80,000.00-$105,000.00

Skills & Requirements

Must-have

  • Branch operational efficiency
  • Firm and regulatory compliance
  • Client account resolution
  • Staff supervision and training
  • Branch-home office workflow coordination

Nice-to-have

  • Client-first focus
  • Integrity and independence
  • Long-term view
  • Continuous evolution

Key Requirements

  • Bachelor's degree and 3 years' financial services experience
  • Operational management and supervisory experience
  • SIE, Series 7, 9 & 10, 63, 65/66 licenses
  • 3 to 6 years general experience
  • 13 months to 3 years management experience

Work Rights

Not specified

Tailored Resume

Cover Letter