Your role

Are you a leader people look up to? Do you know brokerage operations principles and regulatory rules by heart?

We're looking for a market administrative officer to:
• Lead the Operations and Administrative Management Team
• Manage end to end process of recruitment and development of the Operations and Administrative
Management Team and other direct reports where required
• Manage branch administration, including branch facilities and overall cost management to enhance
profitability
• Oversee and approve new client accounts, errors, client correspondence and communications
• Advise and manage HR-related issues in the market
• Ensure that all market/branch employees are educated and receive coaching on administrative policies,
procedures and risk management
• Implement service excellence standards that include coaching and educating Management and support staff
on Client Experience best practices and suitability
• Oversee employee related activity and manage the transition of recruits' accounts

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Your team

You'll be working as part of Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. You'll be working primarily in the Boston office.

Your expertise
• ideally 10 years of industry experience with a leading financial institution
• management experience as administrative manager or other substantive leadership role
• series 7, 66 and 9/10 required
• motivated, self-directed and driven
• comfortable working in partnership and able to delegate effectively
• skilled at creating a positive business culture (you have the human touch)