Market Operation Officer. Tampa LilyLifestyle

Your role

Are you a confident decision maker and problem solver? Do you know how to bring out the best in people?

We're looking for a Market Operations Officer to:

• Support the Market as an operational subject matter expert within the Field Operations team
• Manage operational support staff
• Educate all employees on operational policies and procedures
• Manage operations‑related client issues
• Oversee account opening and maintenance, funds received and disbursed, and margin/risk items
• Monitor client accounts and transactions
• Perform delegated supervisory functions, approvals and authorizations for the Market

You will be working in‑person as part of Wealth Management Americas, Field Operations team aligned to the Greater Florida Market. The role supports high net worth and ultra‑high net worth individuals and families through financial advisors.

Ideally the candidate should have the following:

• 5 years of experience with a leading financial institution
• Management experience in branch operations
• High school diploma or equivalent (college degree a plus)
• Series 7, 66, and 9/10 or 8 – these licenses are required for this role
• Motivated, self‑directed and driven
• Talented at building partnerships and knowing when to delegate
• Skilled at creating a positive business culture (you have the human touch)

We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.