Manager, Operations | New Accounts

Job Description Summary

Job Description

This position follows our hybrid-friendly schedule so you get the best of both worlds flexibility and office days will be 3 per week averaging 12 days per month in one of the following locations: St. Petersburg FL Memphis TN or Southfield MI.

In addition to the responsibilities outlined below this role will provide leadership and oversight for a team of cross-site Supervisors responsible for delivering consistent high-quality service across core operational functions. The Operations Manager will directly support multiple supervisors whose teams manage account opening and maintenance activities assisting advisors and clients via both phone and email channels. This role is accountable for ensuring consistent execution of processes and service standards across locations driving alignment in performance expectations workflows and client experience. The Operations Manager will monitor key performance indicators related to service levels quality accuracy and timeliness and will partner with Supervisors to identify trends address gaps and implement improvements.

The Operations Manager will play a critical role in coaching and developing Supervisors ensuring they are equipped to effectively lead their teams manage performance and foster a culture of accountability and continuous improvement. This includes reinforcing best practices in service delivery escalation management and operational execution. Additionally this role will collaborate closely with peer leaders including Directors and other Managers within the department to support broader operational strategies and initiatives. The Operations Manager will help drive consistency across functions contribute to process improvement efforts and ensure that frontline insights are incorporated into decision-making.

Success in this role requires the ability to lead through others manage across multiple sites and balance day-to-day operational oversight with a focus on enhancing service quality efficiency and the overall advisor and client experience.

Responsibilities

• Oversee an operational area with guidance from senior colleagues. Could involve responsibility for development or delivery (or both).

• Manage day-to-day service operations developing and/or delivering a plan and outcomes for a service operations area with guidance from senior colleagues.

• Develop and/or deliver a plan for significant aspects of internal communications with guidance from senior colleagues.

• Communicate the actions needed to implement the functions strategy and business plan within the team; explain the relationship to the broader organizations mission vision and values; motivate people to commit to these and to do extraordinary things to achieve local business goals.

• Manage and report on the performance of a substantial diverse team; set appropriate performance objectives for direct reports or project/account team members and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of team/personal objectives.

Skills

• Works at an advanced level to express ideas request actions formulate plans & policies by means of clear and effective verbal communications. Typically works independently and provides guidance.

• Operates as a recognized expert to deliver required services to clients to the required standards. Typically known as a subject matter authority.

• Works at an advanced level to orient work in a workflow to plan organize and execute the steps it takes to achieve higher efficiencies. Typically works independently and provides guidance.

• Works at an advanced level to review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required. Typically works independently and provides guidance.

Licenses/Certifications

• SIE required or ability to obtain within 120 days (as required by FINRA) provided that an exemption or grandfathering cannot be applied.

• Series 99 required or ability to obtain within 120 days (as required by FINRA). Persons holding Series 6 7 17 37 or 38 or those who hold principal-level registrations: Series 4 9/and 53 would be qualified to register as an Operations Professional (Series 99) without passing the examination.

Education

Work Experience

Certifications

Travel

Workstyle

The total compensation for this position includes base salary or wages and may include components such as additional compensation (cash or equity) discretionary bonuses or commissions. This position is eligible for a benefits package that may include medical dental and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation holidays and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered visit .

At Raymond James our associates use five guiding behaviors (Develop Collaborate Decide Deliver Improve) to deliver on the firms core values of client-first integrity independence and a conservative long-term view.

We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James as part of our people-first culture we honor value and respect the uniqueness experiences and backgrounds of all of our Associates. When associates bring their best authentic selves our organization clients and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.