Raymond James · 1 month ago
Branch Operations Manager
IL - Naperville - 263 Shuman Blvd Ste 275
Full-time
Onsite
Mid, Senior Level
$80K/yr - $110K/yr
3+ years expRaymond James is a financial services firm, and they are seeking a Branch Operations Manager to oversee the development and implementation of operational processes and systems. The role involves managing multiple departments, ensuring high-quality service, and contributing to business planning and performance forecasting.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Supervise others working within established operational systems
Contribute to the development of annual and longer-term business plans; forecast performance against business key performance indicators (KPIs); develop business cases for key activities/projects; and estimate the financial and human resources required to deliver performance targets
Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals
Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organization's performance management systems to improve personal performance. Or manage and report on team performance; set appropriate performance objectives for direct reports or project/account team members and hold people accountable for achieving them, taking appropriate corrective action where necessary to ensure the achievement of team/personal objectives
Supervise a team providing administrative and service operations support and have deep expertise in the service operations provided by that team
Develop short- or medium-term work schedules in order to achieve planned commitments. Approve overtime or use additional resources as needed
Identify shortcomings in existing processes, systems, and procedures, and use established change management programs to address them
Work within established procedures to achieve specified goals
Advise managers how to apply a wide variety of existing procedures and precedents
Help others get the most out of internal communications systems by offering support and advice
Keep track of risk parameters, identifying any deviations and reporting them to more senior colleagues. Involves working within established risk management systems
Track budgets and report variances to more senior colleagues
Provide coaching to team members to develop their skills
Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate
Qualification
Required
Bachelor's: Accounting
Bachelor's: Business Administration
Bachelor's: Finance
High School (HS) (Required)
General Experience - 3 to 6 years
Manager Experience - 13 months to 3 years
s10 - General Securities Sales Supervisor - General Module Examination - Financial Industry Regulatory Authority (FINRA)
s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA)
s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA)
s9 - General Securities Sales Supervisor - Options Module Examination - Financial Industry Regulatory Authority (FINRA)
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
Company data provided by crunchbase