Branch Operations Director

2 weeks ago


Houston, Texas, United States TalentWealth Full time
Job Summary

As a key member of the TalentWealth team, the Branch Operations Manager will oversee the day-to-day administrative and operational functions of our wealth management firm. This role requires strong leadership skills to drive the mission, culture, and goals of the organization.

Key Responsibilities
  • Manage and update current policies, procedures, and workflows to ensure operational efficiency.
  • Coordinate monthly management meetings for reporting department-related issues and updates.
  • Evaluate workload and responsibilities of support staff to determine necessary goal changes.
  • Manage employee performance reviews, goals, compensation, and bonus structure.
  • Coordinate registrations, continuing education, licensing, and other compliance-related tasks.
  • Develop and maintain job descriptions and position responsibilities.
  • Recruit, onboard, and train new staff members as needed.
Requirements
  • 4-year Bachelor's Degree
  • FINRA 7, 24, or 9/10 preferred
  • 5+ years of Senior Leadership and Operations Management experience
  • 5+ years of industry experience

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