Branch Operations Manager - Charleston, Sc/savannah, Ga

Willenborg Wealth Management

Charleston, South Carolina, United States
Base salary components included; + compensation ma...
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Branch operations management experience
Series 7 9 10 securities licenses
Compliance with regulatory policies
** Willenborg Wealth Management is seeking a Branch Operations Manager for their Charleston, SC and Savannah, GA locations. The role involves managing daily operations, ensuring regulatory compliance, and overseeing branch staff performance. **

Job Summary

  • The role involves managing 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, retirement savings, and paid time off.

Matching Summary

Match Score: 75

** Willenborg Wealth Management is seeking a Branch Operations Manager for their Charleston, SC and Savannah, GA locations. The role involves managing daily operations, ensuring regulatory compliance, and overseeing branch staff performance. **

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
  • Series 7 9 10 securities licenses
  • Compliance with regulatory policies
  • Staff recruitment and training
  • Expense control and budgeting

Nice-to-have

  • Strong analytical problem solving skills
  • Experience in financial services industry
  • Ability to work collaboratively with home office

Key Requirements

  • Bachelor's degree required
  • 3 years financial services experience
  • Series 7 9 10 licenses required
  • Series 63 65 or 66 license required
  • Managerial experience preferred

Work Rights

Not specified

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