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Job Summary:
Manage the day-to-day administrative and operational functions of a complex and successful wealth management firm. The Branch Operations Manager will report directly to the Chief Executive Officer(s) and will handle internal affairs while coordinating some external matters with third parties.
Leadership skills will be utilized to drive the mission, culture, and goals of the organization. The Branch Operations Manager will hire, train, develop, and maintain staff to encourage each member to reach their potential; manage policies, procedures, registrations, licensing, and continuing education requirements; manage performance and compensation reviews, goal setting, and incentive and bonus structures; defend a culture with open and transparent communication.
Maximize operational efficiency by providing information management support; fulfilling administrative requests; and providing backup secretarial support. Manage technology infrastructure including all hardware and software; identify best practices for technology utilization and lead technology initiatives; support team with training and solutions; maintain databases and spreadsheets. Coordinate all compliance functions, document standards, and storage. Direct responsibility for the content, approval process, and distribution of all compliance-related deliverables and functions, including social media.
Essential Duties and Responsibilities:
Qualifications:
Full Time
$68k-84k (estimate)
07/11/2024
08/08/2024
The job skills required for Branch Operations Manager include Leadership, Branch Operations, etc. Having related job skills and expertise will give you an advantage when applying to be a Branch Operations Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Branch Operations Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Branch Operations Manager positions, which can be used as a reference in future career path planning. As a Branch Operations Manager, it can be promoted into senior positions as a Top Branch Administration Executive that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Branch Operations Manager. You can explore the career advancement for a Branch Operations Manager below and select your interested title to get hiring information.
If you are interested in becoming a Branch Operations Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Branch Operations Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Branch Operations Manager job description and responsibilities
Depending on the structure of the firm, branch operations managers may or may not have either solid-line (primary) or dotted-line (secondary) reporting relationships to the central operations area of the firm.
03/01/2022: Biloxi, MS
Cultivate a supportive atmosphere, and ensure customer loyalty and proper branch service.
01/12/2022: Chattanooga, TN
Branch managers are also responsible for delegating tasks to skilled workers and for their successes and failures.
12/29/2021: Bangor, ME
The branch manager also oversees the performance of other employees, such as bank tellers, back-office workers, and loan officers.
03/22/2022: Huntsville, AL
For example, a branch manager might meet a local hospital administrator and work out a deal to provide the branch's services to the hospital's employees.
01/20/2022: Bremerton, WA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Branch Operations Manager jobs
Prepare and maintain all reports for branch such as appraisals.
03/06/2022: Idaho Falls, ID
Branch managers will typically need a bachelor's degree.
02/09/2022: Kansas City, KS
They handle the employees, cultivate a supportive atmosphere, and ensure customer loyalty and proper branch service.
02/20/2022: Indianapolis, IN
Operations managers need to be strong communicators as their jobs entail communicating with people at different levels.
03/22/2022: Alamogordo, NM
Step 3: View the best colleges and universities for Branch Operations Manager.