Branch Operations Manager (houston, Tx)

Willenborg Wealth Management

Houston, TX, USA
Remote
Operational efficiency
Firm and regulatory compliance
Client account resolution
Under branch manager direction manage the overall operational efficiency of the branch office

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

Under branch manager direction manage the overall operational efficiency of the branch office.

Skills & Requirements

Must-have

  • Operational efficiency
  • Firm and regulatory compliance
  • Client account resolution
  • Staff supervision and training
  • Branch expense control

Nice-to-have

  • Client-first approach
  • Integrity and independence
  • Conservative long-term view
  • Continuous evolution of the firm

Key Requirements

  • Bachelor's degree and 3 years' financial services experience
  • Related operational management and supervisory experience
  • SIE required
  • Series 7, 9 & 10
  • Series 63, 65 and/or 66
  • Ability to obtain additional registrations

Work Rights

Not specified

Tailored Resume

Cover Letter