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Investment Operations Manager

Job in California, Moniteau County, Missouri, 65018, USA
Listing for: First Recruiting, LLC
Full Time position
Listed on 2025-12-31
Job specializations:
  • Management
    Wealth Management, Operations Manager
  • Finance & Banking
    Wealth Management
Job Description & How to Apply Below
Location: California

First Recruiting, LLC provided pay range

This range is provided by First Recruiting, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$/yr - $/yr

Responsibilities
  • Manage branch staff and show a tactful relationship building skills coupled with diplomacy
  • Educate all employees on administrative policies and procedure
  • Conduct performance reviews and make personnel decisions related to compensation and promotion
  • Escalate supervisory issues when necessary and follow-up locally on issues identified by the management team
  • Recruit, select, onboard, train and manage administrative support staff

You’ll be working as part of Wealth Management Division. We help clients meet their financial goals through financial advisors who deliver products and services specifically designed for them. You’ll be a member of the team, reporting directly to the Manhattan Market Director and working closely with the branch manager.

You'll manage a group of support staff across your branch, acting as a coach on all aspects of the role.

Desired Skills
  • Ideally 5 years of relevant management experience in branch operations, within a leading financial institution
  • Series 7, 66 and 9/10 within 120 days of employment
  • Known for your ability to work well in partnership
  • Motivated, self-directed and driven
  • Skilled at creating a positive business culture and motivating a team
Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Management

Industries

Financial Services and Investment Management

Benefits
  • Medical insurance
  • Vision insurance
  • 401(k)
  • Paid paternity leave
  • Paid maternity leave
  • Tuition assistance
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