Discount Brokerage Operations Manager jobs in Jamestown, NY
Discount Brokerage Operations Manager oversees the daily operations of a discount brokerage. Ensures that brokerage operations adhere to the organization's financial and business strategies. Being a Discount Brokerage Operations Manager monitors the purchase and sale of securities for clients at discounted commissions. Ensures accuracy of transactions, oversees account maintenance, and acts as a liaison with the organization's full-service broker as needed. Additionally, Discount Brokerage Operations Manager ensures compliance with all relevant government regulations. Keeps abreast of market conditions. Requires NASD Series 7 license. Requires a bachelor's degree in a related area. Typically reports to a director. The Discount Brokerage Operations Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be a Discount Brokerage Operations Manager typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)
Recently Added Discount Brokerage Operations Manager jobs
Financial Services Representative - Huntersville, NC
- Fidelity Brokerage Services LLC
-
Birkdale Commons Pkwy, PA
FULL_TIME
- Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis. What to expect… In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center. Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams. Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center. Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning. Advantages of our career development experience… You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role. You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path. You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day. The expertise we’re looking for… High energy and enthusiasm with a natural passion for helping people Flexibility and self-motivation Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment The Skills You Bring Eagerness to learn and build a career in financial services Ability to deliver an outstanding customer experience Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once Coachability, collaboration and curiosity will fuel your success Our Investments in You Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Customer Service At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy
- 2 Months Ago
Ticketing Operations Manager
- Chautauqua Institution
-
Chautauqua, NY
FULL_TIME
- Ticketing Operations Manager Oversees operational aspects of Chautauqua’s Ticketing Services, including our contact center, web sales platform, ticket window sales, and the operation of multiple satel...
- 13 Days Ago
Assistant Manager, Customer Operations
- Old Navy
-
Lakewood, NY
FULL_TIME
- About Old Navy Forget what you know about old-school industry rules. When you work at Old Navy, you’re choosing a different path. From day one, we’ve been on a mission to democratize fashion and make ...
- 14 Days Ago
Manager of Data Operations
- Chautauqua Institution
-
Chautauqua, NY
FULL_TIME
- About Your Compensation Compensation for this position starts at $65,000, and with demonstrated experience and qualifications, candidates may earn up to $75,000. About Your Workday This position is in...
- 6 Days Ago
Healthcare Operations Manager
- DAVITA
-
Bradford, PA
FULL_TIME
- 665 E Main St, Bradford, Pennsylvania, 16701, United States of America This leadership role will cover both the Bradford and Coudersport facilities. DaVita is a dynamic, growing and entrepreneurial co...
- 30 Days Ago
Branch Operations Associate Manager (LO) - Lake Forest
- B10 Wells Fargo Bank, N. A.
-
Forest, FL
FULL_TIME
- Why Wells Fargo: Are you ready for the next step in your career? This is where it begins – at a company known for our “Well Life” approach to supporting employees’ career aspirations, work-life balanc...
- 1 Month Ago
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0 Discount Brokerage Operations Manager jobs found in Jamestown, NY area
Phlebotomist
- Ramp Health
-
Jamestown, NY
- Reports to: Program/Operations Manager Responsibilities: Perform Biometric testing to include sample collection using fi...
- 4/18/2024 12:00:00 AM
abercrombie kids, Assistant Manager, Queens Center
- Abercrombie and Fitch Co.
-
Jamestown, NY
- Company Description Abercrombie & Fitch Co. (NYSE: ANF) is a leading, global specialty retailer of apparel and accessori...
- 4/18/2024 12:00:00 AM
Quality Inspector II - Heavy Fabrication
- F3 Metalworx, Inc
-
Harborcreek, PA
- F3 Metalworx Quality Inspector II Heavy Fabrication / $25.0-$26.0 per hour / North East, PA Must Haves: Ability to lift,...
- 4/18/2024 12:00:00 AM
CNA, MA, and Phlebotomist for PRN
- Ramp Health
-
Jamestown, NY
- Reports to: Program/Operations Manager Responsibilities: Perform Biometric testing to include sample collection using fi...
- 4/15/2024 12:00:00 AM
Advanced Practice Provider (NP) - $20k sign-on bonus
- WellBe Senior Medical
-
Jamestown, NY
- Job Summary About Us: Come reimagine care with us! We're on a mission to change the way medical care is delivered around...
- 4/15/2024 12:00:00 AM
Advanced Practice Provider (NP) - $20k sign-on bonus
- WellBe Senior Medical
-
Randolph, NY
- Job Summary About Us: Come reimagine care with us! We're on a mission to change the way medical care is delivered around...
- 4/15/2024 12:00:00 AM
Seneca Leadership Coordinator
- Seneca Nation of Indians
-
Irving, New York, NY
- Provides and coordinates all aspects of planning, development, operation, management, and evaluation of the territories ...
- 4/14/2024 12:00:00 AM
General Manager In Training
- Advanceautoparts
-
Jamestown, NY
- Location: Location: General Manager In Training in Jamestown, NY at Advance Auto Parts **Location:** 707 East 2nd Street...
- 4/14/2024 12:00:00 AM
About Jamestown, New York
Jamestown is a city in southern Chautauqua County, New York, United States. The population was 31,146 at the 2010 census and was estimated at 29,591 in 2017. Situated between Lake Erie to the northwest and the Allegheny National Forest to the south, Jamestown is the largest population center in the county. Nearby Chautauqua Lake is a freshwater resource used by fishermen, boaters and naturalists.
Notable people from Jamestown include comedian Lucille Ball, U.S. Supreme Court justice and Nuremberg chief prosecutor Robert H. Jackson, naturalist Roger Tory Peterson, singer Natalie Merchant, and N...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Discount Brokerage Operations Manager jobs
$67,702 to $136,650
Jamestown, New York area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
What does a Discount Brokerage Operations Manager do?
Discount Brokerage Operations Manager in Portland, ME
Brokerage firms want candidates with strong marketing skills and a working knowledge of finance and investment.
January 31, 2020
Discount Brokerage Operations Manager in Burlington, VT
Full service brokers generally specialize in a particular field, such as IRA funds or employee stock options, while discount brokers are more diverse.
January 24, 2020
Discount Brokerage Operations Manager in Killeen, TX
A candidate will be responsible for overseeing daily operations at a discount brokerage.
January 07, 2020