Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 145 days ago

Complex Operations Manager

janney47 open roles

Where
Janney Montgomery Scott LLC, 1233 20th Street, NW, Washington, District Of Columbia, United States of America
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowComplex Operations Managerjanney · Janney Montgomery Scott LLC, 1233 20th Street, NW, Washington, District Of Columbia, United States of America

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on janney's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

7.8% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 1.7%1 day
  2. 3.5%3 days
  3. 7.8%7 days
  4. 14.6%14 days
  5. 34.1%30 days
This job: posted 145 days ago

The posting

The Complex Operations Manager is responsible for all operational, administrative and client support functions within a Complex (group of branch offices). The Complex Operations Manager also performs certain client supervision and support staff supervision for a Complex as delegated by the Complex Manager. This individual will function as an integral part of the Complex Manager’s team and work closely with the Compliance and Operations departments. Additionally, this individual will coordinate any operational matters involving the Complex with Home Office Operations staff and others in the firm.   Major Responsibilities

Overall supervisory responsibility for all branch operations functions in the Complex including but not limited to: cashiering, disbursement of checks and securities, processing incoming and outgoing correspondence, account transfers, margin, distribution of wire traffic, home office reports, maintenance of order tickets, client correspondence, and other documents consistent with firm retention requirements. Supervising and training all Complex support staff (Private Client Associates and Operations Assistants) to ensure that Financial Advisors (FAs) and clients receive superior service consistent with Janney policy and SRO rules. Specific supervisory tasks include but are not limited to: Sourcing, interviewing, selecting, hiring, registering and training of new support staff members including Private Client Associates and Operations Assistants. Conducting regular staff meetings as a forum for training on new policies and procedures and to facilitate open dialogue among Private Client Associates and/or other members of the support staff. Providing feedback to support staff members on their performance both on a routine basis and through annual performance reviews; addressing performance issues in conjunction with Complex Manager and Human Resources. Provide work direction to Private Client Associates and/or other members of the support staff and coordinate workflow within the office. Assist others by acting as a resource in the areas of training, coaching, and mentoring. Actively seek out and maintain an advanced knowledge base on all products and services, technology, forms and systems. Perform other duties as required that contribute to the overall effectiveness of the position and the complex as a whole. May be involved with on-boarding new FAs to the branch. Coordinate Complex recruiting activities with the Regional Assistant and Home Office as required.

Requirements and Qualifications  

High School diploma, Bachelor’s Degree preferred Professional Licenses: Series 7, 9 and 10, 63 and 65 (or 66) Excellent customer service skills Computer skills in Word, Excel, PowerPoint and Outlook Able to work-effectively in a fast paced, deadline oriented environment.  Strong attention to detail Able to work effectively as part of a team Some travel may be required High ethical standards

  The compensation package for this position consists of a base salary, (with eligibility for an annual bonus/commissions if applicable) as well as eligibility to participate in all company benefits offered by Janney to full-time employees including health, dental, medical coverage, disability income protection, life insurance, PTO/vacation, holidays, and 401(k).  The salary range for this position will be $100,000 to $150,000.  Total compensation packages at Janney are based on experience, skills, credentials, and geographical location, of each specific candidate.   Why work for us? Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future.  Explore further. Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against janney's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on janney's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    janney's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.