Branch Operations Manager Reputable Firm

Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation.

Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Operations Manager. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience. In this role, you will oversee daily branch operations while leading a team of Client Service Associates. You'll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients.

Key Responsibilities

• Lead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture.
• Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience.
• Monitor team performance, identify opportunities for process improvement, and implement operational best practices.
• Partner with branch leadership on strategic initiatives, resource planning, and operational execution.
• Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.
• Manage branch workflows, priorities, and operational resources to support business objectives.
• Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.
• Support hiring, onboarding, coaching, and ongoing development of team members.
• Assist with budget oversight and branch operational planning.
• 3+ years of leadership experience within Wealth Management or Financial Services.
• Previous experience managing or mentoring a client service or operations team.
• Active Series 7 and Series 63 licenses required.
• Strong leadership, communication, and relationship-building skills.
• Executive presence with the ability to communicate effectively with Financial Advisors, C-suite executives, and high-net-worth clients.
• Excellent organizational, time management, and problem-solving abilities.
• Experience improving operational processes and driving team performance.
• Working knowledge of investment operations, brokerage products, and regulatory requirements.
• Proficiency with Microsoft Office Suite and Salesforce.
• Client-first mindset with a commitment to delivering exceptional service.

Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation.