Branch Operations Manager (houston, Tx)

Chartwell Investment Partners

Houston, TX, USA
Remote
Branch 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.
  • In conjunction with the Branch Manager conducts ongoing performance management, scheduled performance appraisals and salary reviews of operations associates.

Matching Summary

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

Skills & Requirements

Must-have

  • Branch operational efficiency
  • Firm and regulatory compliance
  • Client account resolution
  • Staff recruitment and training
  • Performance management

Nice-to-have

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

Key Requirements

  • Bachelor’s degree and three years’ experience in financial services
  • 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