Operations Manager – Financial Services Branch

Fwainvest; 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. in Bloomington, MN is seeking an Operations Manager to oversee branch operations, improve efficiency, and lead front- and back-office activities.

The role requires strong organizational skills, adherence to compliance standards, and a proactive, team-oriented approach. The position emphasizes project management, staffing, budgeting, and ongoing performance reviews in a professional environment, onsite with no travel.

Qualifications

• Bachelor’s degree preferred in a related field.
• 5+ years of industry experience and demonstrated leadership.
• SIE, Series 7, 66, 9/10 or ability to obtain within the period.
• Onsite work with no travel requirement.

Responsibilities

• Manage branch operational efficiency and day-to-day functions.
• Lead project management, staffing, and performance reviews.
• Ensure compliance with firm and regulatory policies.
• Coordinate budgeting, training, and cross-training of staff.
• Run regular branch meetings and client service processes.

Skills

Project management

Organization

Leadership

Time management

Compliance

Education

Bachelor’s degree preferred

Tools

Microsoft Office

Job description

McNellis & Asato, Ltd. in Bloomington, MN is seeking an Operations Manager to oversee branch operations, improve efficiency, and lead front- and back-office activities.

The role requires strong organizational skills, adherence to compliance standards, and a proactive, team-oriented approach. The position emphasizes project management, staffing, budgeting, and ongoing performance reviews in a professional environment, onsite with no travel.