Branch Operations Manager Trainee (palm Desert, Ca)

Chartwell Investment Partners

Palm Desert, Ca, USA
$55,000.00-$90,000.00; not specified; not specifie...
Hybrid
Operational efficiency
Compliance with firm policies
Client account resolution
Chartwell Investment Partners is seeking a Branch Operations Manager Trainee in Palm Desert, CA, who will learn to manage the operational efficiency of the branch office while ensuring compliance with firm policies. The role requires a bachelor's degree and experience in the financial services industry, with training provided for operational management functions

Job Summary

  • Learn to manage overall operational efficiency of the branch office through various training mechanisms.
  • Gain knowledge of day-to-day operational functions and ensure compliance with firm and regulatory policies and procedures.
  • Recruit, select, orient, train, and supervise branch operations associates, conducting performance management and appraisals.

Matching Summary

Match Score: 75

Chartwell Investment Partners is seeking a Branch Operations Manager Trainee in Palm Desert, CA, who will learn to manage the operational efficiency of the branch office while ensuring compliance with firm policies. The role requires a bachelor's degree and experience in the financial services industry, with training provided for operational management functions.

Salary

$55,000.00-$90,000.00; Not specified; Not specified

Skills & Requirements

Must-have

  • Operational efficiency
  • Compliance with firm policies
  • Client account resolution
  • Staff supervision and training
  • Financial industry regulations

Nice-to-have

  • Professional appearance and demeanor
  • Calm and professional under stress
  • Service 1st attitude
  • Tact and diplomacy

Key Requirements

  • Bachelor's degree in related field
  • 1 year financial services experience
  • SIE required
  • Series 7 and 66 required
  • Obtain Series 9 & 10 within six months

Work Rights

Not specified

Tailored Resume

Cover Letter