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Operations Manager, Financial Services & Development
Job in
Helena, Lewis and Clark County, Montana, 59604, USA
Listed on 2026-07-09
Listing for:
Raymond James Financial, Inc.
Full Time
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
Banking & Finance
Job Description & How to Apply Below
Raymond James Financial, Inc. in Helena, Montana is seeking a team lead to drive performance and workflow efficiency in our financial services department. Candidates should possess a Bachelor's degree and have at least three years of experience in financial services, including leadership experience.
The role requires knowledge of Trust Company concepts, operational objectives, and strong skills in SQL, VBA, and Salesforce.
Successful applicants will excel in coaching, communication, and building effective relationships across the organization.
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