Branch Operations Manager - Charleston, Sc/savannah, Ga

Chartwell Investment Partners

Charleston, South Carolina, United States
Base salary components included; + compensation ma...
Not specified (potentially hybrid)
Branch operations management experience
Financial services industry background
Regulatory compliance knowledge
Chartwell Investment Partners is seeking a Branch Operations Manager for its Charleston, SC and Savannah, GA locations. The role involves overseeing branch operational efficiency, ensuring compliance with policies, and managing staff, with a strong emphasis on leadership and regulatory knowledge

Job Summary

  • The role involves managing the overall operational efficiency of the branch office while ensuring strict compliance with firm and regulatory policies.
  • Candidates will be responsible for recruiting, training, and supervising branch operations associates alongside conducting performance appraisals.
  • The position offers a comprehensive benefits package including medical, dental, vision, life insurance, and retirement savings.

Matching Summary

Match Score: 85

Chartwell Investment Partners is seeking a Branch Operations Manager for its Charleston, SC and Savannah, GA locations. The role involves overseeing branch operational efficiency, ensuring compliance with policies, and managing staff, with a strong emphasis on leadership and regulatory knowledge.

Salary

Base salary components included; Additional compensation may include cash or equity; Discretionary bonuses or commissions possible

Skills & Requirements

Must-have

  • Branch operations management experience
  • Financial services industry background
  • Regulatory compliance knowledge
  • Staff recruitment and training
  • Expense control and budgeting

Nice-to-have

  • Strong problem-solving skills
  • Client account inquiry resolution
  • Cross-training coordination
  • Facility maintenance oversight

Key Requirements

  • Bachelor's degree in Accounting, Business Administration, or Finance
  • 3 to 6 years of general experience in financial services
  • Series 7, 9, 10, 63, 65, and/or 66 licenses
  • SIE certification required unless exempted
  • Managerial experience of 13 months to 3 years

Work Rights

Not specified

Tailored Resume

Cover Letter