Branch Operations Manager Trainee; Palm Desert, CA

Position: Branch Operations Manager Trainee (Palm Desert, CA)
Become trained and skilled to effectively and efficiently function in the Operations Manager role:

Maintains branch operational manuals. Performs other duties and responsibilities as assigned. May perform some Branch Manager duties if Series 9 & 10 licensed.

Recruits, selects, orients, trains and supervises branch operations associates. Reviews daily work of operations associates;
Evaluates workload and responsibilities of support staff to determine necessary assignment changes to maintain efficient workflow.

Coordinates registrations, continuing education, licensing, etc. of branch personnel.
** Knowledge Of:
*** Comprehensive understanding of company policies and procedures and industry rules and regulations.

Performs other duties and responsibilities as assigned. Project a professional and pleasant appearance and demeanor to work with clients; utilize tact and diplomacy in dealing with customers in a deadline-driven environment.

Employ good analytical skills to be able to research account information and resolve problems. Utilize good interpersonal and verbal and written communication skills to deal with clients, financial advisors, support staff and home office personnel.

Effectively organize, manage, track and complete multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
* Work independently, under minimal supervision.
** Education
* ** Bachelors degree from four-year college or university in related field and a minimum of one (1) year experience in the financial services industry, preferably including related operational management and supervisory experience.* ~or~
* Any equivalent combination of experience, education, and/or training as approved by Human Resources.
** Licenses/Certifications
*** SIE required provided that an exemption or grandfathering cannot be applied.
* Series 7 and 66 (or 63 and 65) required.
* Ability to obtain Series 9 & 10 within six (6) months of hire.
* Ability to obtain additional securities and advisory state registrations if required by state.
** Travel Required
** 20 % of the Time Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.

Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.

As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.

Our people-first culture is outlined in our . Check it out to see why many choose to work at Raymond James – and why they stay.
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