Finance & Branch Operations Leader

Raymond James; Minnesota; 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. is seeking an Operations Manager to oversee branch operations, align front- and back-office activities, and drive efficiency across daily tasks and projects.

The role emphasizes discretion, organization, and collaborative teamwork within a professional environment. Ideal candidates will have 5+ years of industry leadership experience, a Bachelor’s degree, and proficiency in compliance, Microsoft Office, and client service.

Qualifications

• Extensive knowledge of firm policies and securities industry rules and regulations.
• Strong leadership experience in branch operations and admin oversight.
• Proven ability to manage multiple priorities in a fast-paced environment.
• Excellent communication and interpersonal skills with a client-focused mindset.
• Proficient in Microsoft Office and standard office software.

Responsibilities

• Oversee day-to-day branch operations and ensure efficiency.
• Support Branch Owner with compliance reviews and expense control.
• Direct staff recruitment, training, and performance management.
• Coordinate branch meetings, client events, and marketing activities.
• Ensure staffing, cross-training and scheduling meet workload needs.

Skills

Project management

Organization

Leadership

Time management

Compliance

Education

Bachelor’s degree

Job description

McNellis & Asato, Ltd. is seeking an Operations Manager to oversee branch operations, align front- and back-office activities, and drive efficiency across daily tasks and projects.

The role emphasizes discretion, organization, and collaborative teamwork within a professional environment. Ideal candidates will have 5+ years of industry leadership experience, a Bachelor’s degree, and proficiency in compliance, Microsoft Office, and client service.