Branch Operations Leader - Financial Services

Raymond James Financial, Inc.; Boca Raton (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

Raymond James Financial, Inc. in Boca Raton, FL seeks a Branch Operations Manager to lead daily branch operations, ensure regulatory compliance, and coordinate with home office workflows.

The role requires strong supervisory skills and experience managing branch processes. The ideal candidate holds a Bachelor’s degree in accounting, finance, or business and 3+ years in financial services operations, with the ability to obtain additional securities registrations as needed.

Qualifications

• Bachelor’s degree with 3+ years in financial services operations.
• Experience in supervisory roles and branch operations.
• Ability to obtain securities registrations if required.

Responsibilities

• Oversee day-to-day branch operations and ensure policy compliance.
• Coordinate with home office on workflows and audits.
• Manage branch staff including hiring, training, and performance reviews.
• Control expenses and maintain branch facilities and supplies.

Skills

Operations management

Supervisory experience

Budgeting

Client service

Education

Bachelor's degree in Accounting

Bachelor's degree in Business Administration

Bachelor's degree in Finance

Job description

Raymond James Financial, Inc. in Boca Raton, FL seeks a Branch Operations Manager to lead daily branch operations, ensure regulatory compliance, and coordinate with home office workflows.

The role requires strong supervisory skills and experience managing branch processes. The ideal candidate holds a Bachelor’s degree in accounting, finance, or business and 3+ years in financial services operations, with the ability to obtain additional securities registrations as needed.