Branch Operations Leader

1 week ago


Memphis, Tennessee, United States Raymond James Full time

Job Overview:

In this role, you will operate under minimal supervision, leveraging your expertise and skills gained through experience and training to oversee team members within designated areas of Private Client Group Services (PCGS). You will lead specific projects or tasks of moderate scope and complexity, addressing escalated issues and challenges related to the transition process. Frequent interaction with both internal and external clients may be necessary to identify, investigate, analyze, and resolve concerns.

Key Responsibilities:


• Manage human resource functions, including identifying performance issues and endorsing corrective actions; assess performance; conduct interviews and select team members.


• Mentor and coach team members, recognize training requirements, and approve development initiatives.


• Interpret, implement, document, and suggest modifications to organizational policies and procedures.


• Engage with financial advisors and branch leaders to proactively identify requirements.


• Set objectives and develop processes and procedures to ensure efficient and timely workflow.


• Gather feedback on team performance, address areas for improvement with staff, and follow up with branches as necessary; identify trends and implement corrective measures as needed.


• Conduct regular reporting on work progress, project completions, and additional ad-hoc reporting as required.


• Ensure effective collaboration occurs between the assigned functional area and other departments.


• Balance competing resource and priority demands.


• Utilize financial data and performance metrics to establish control mechanisms and other improvement initiatives, ensuring quality standards are consistently met or exceeded.


• May prepare and present operational budgets for the assigned functional area.


• Act as a liaison between the PCGS Department, other departments, and external vendors.


• Provide departmental updates on changes in products and/or services.


• Document and maintain records of financial advisor issues, including the problem, resolution, and related communications.


• Organize branch visits to both local and regional offices.


• May review and approve applications for branch cashiering.


• May participate in Home Office Visits.


• May oversee technology coordination for all new RJA offices.


• Remain consistently informed about firm and industry current events and best practices.


• Perform additional duties and responsibilities as assigned.

Qualifications and Expectations:

At Raymond James, our associates embody five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to uphold the firm's core values of client-first, integrity, independence, and a conservative, long-term perspective. We expect our associates at all levels to:
• Pursue professional growth and inspire others to do the same
• Collaborate effectively with others to achieve desired outcomes
• Make timely, pragmatic decisions with the client in mind
• Take ownership and hold themselves and others accountable for delivering meaningful results
• Contribute to the ongoing evolution of the firm
At Raymond James, we honor, value, and respect the uniqueness, experiences, and backgrounds of all our associates. When associates bring their authentic selves to work, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions based on merit and business needs.



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