Branch Operations & Projects Manager

130 Raymond James Financial Services, Inc.; BLOOMINGTON (MN); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Retirement

PTO + Market Holidays

Tuition Assistance

Discretionary Bonus

Job summary

McNellis & Asato, Ltd. seeks an Operations Manager to optimize branch operations, oversee front- and back-office processes, and lead daily functions. The role emphasizes project management, compliance with firm policies, and a professional, discreet service culture.

The ideal candidate has industry experience, strong organizational skills, and the ability to manage multiple tasks in a deadline-driven environment. Onsite work with a focus on efficiency and team leadership is expected.

Qualifications

• Bachelor’s degree preferred.
• 5+ years of industry experience and leadership experience.
• Licenses/ Certifications: SIE, Series 7, 66, 9/10 OR ability to obtain within stated period.

Responsibilities

• Performs all operational functions as required by workloads and absences.
• Assists Branch Owner with confidential matters such as compliance visits.
• Assists Branch Owner with controlling expenses and operating at peak efficiencies.
• Researches and resolves complex problems relating to client accounts and inquiries.
• Assists Branch Owner in running regular branch meetings.
• Recruits, selects, orients, trains, and supervises branch operations associates.
• Conducts ongoing performance management, scheduled performance appraisals and salary reviews of operations associates, and maintains branch associate files.

Skills

Operational management

Project management

Leadership

Time management

Compliance

Microsoft Office

Organization

Communication

Discretion

Customer service

Analytical skills

Education

Bachelor’s degree preferred

Tools

Microsoft Office

Job description

McNellis & Asato, Ltd. seeks an Operations Manager to optimize branch operations, oversee front- and back-office processes, and lead daily functions. The role emphasizes project management, compliance with firm policies, and a professional, discreet service culture.

The ideal candidate has industry experience, strong organizational skills, and the ability to manage multiple tasks in a deadline-driven environment. Onsite work with a focus on efficiency and team leadership is expected.