Branch Operations Manager Trainee – Chattanooga, TN – Accelerated Leadership Development in Financial Services

About brighthush and the Opportunity

brighthush is a forward‑thinking financial services firm that places client success at the heart of everything we do. With a legacy of integrity, independence, and a long‑term perspective, we empower our associates to grow, collaborate, and deliver results that matter. Located in the vibrant city of Chattanooga, TN, our branch is a dynamic hub where people, technology, and strategy converge to create a seamless experience for our clients and partners. If you’re ready to step into a role that blends operational excellence with leadership potential, this is the place to launch your career.

Why This Role Matters

As a Branch Operations Manager Trainee, you will be the backbone of our daily operations, ensuring that every process runs smoothly, every compliance requirement is met, and every team member is empowered to perform at their best. You’ll gain hands‑on experience in everything from workflow coordination to expense management, all while building the foundational skills that will prepare you for a future as a full‑time Operations Manager or even a senior leadership position within brighthush.

Key Responsibilities

• Operational Oversight: Serve as the backup for all operational functions during peak workloads or staff absences, guaranteeing uninterrupted service delivery.
• Workflow Coordination: Partner closely with home‑office personnel to synchronize branch and corporate processes, ensuring data integrity and timely communication.
• Compliance & Audits: Conduct self‑audits of branch procedures, assist the Branch Manager with compliance visits, and respond to regulatory inquiries with precision.
• Expense Management: Collaborate with the Branch Manager to control operating costs, analyze financial statements, and identify opportunities for efficiency.
• Supply Chain & Logistics: Oversee ordering of supplies, manage purchase orders, and monitor postage usage to keep the branch well‑stocked and cost‑effective.
• Documentation & Manuals: Maintain and update the branch operational manual, ensuring all policies are current and easily accessible.
• Problem Solving: Research and resolve complex client account issues, providing clear, actionable solutions that uphold our service standards.
• Team Leadership: Recruit, orient, train, and supervise branch operations associates; conduct performance appraisals, salary reviews, and maintain personnel files.
• Staffing & Development: Evaluate daily workloads, adjust assignments to maintain optimal workflow, and coordinate ongoing education, licensing, and professional development for staff.
• Facility Management: Coordinate rent, maintenance, cleaning, and security matters to ensure a safe, welcoming environment for clients and employees.
• Additional Duties: Perform any other responsibilities as assigned, including occasional Branch Manager tasks if you hold Series 9 & 10 licenses.

Essential Qualifications

• Education: Bachelor’s degree from a four‑year college or university in a related field.
• Experience: Minimum of one (1) year in the financial services industry, preferably with operational management or supervisory experience.
• Licensing: SIE required (unless exempted); Series 7 and 66 (or 63 and 65) mandatory; ability to obtain Series 9 & 10 within six months of hire.
• Technical Proficiency: Comfortable operating standard office equipment and using software applications for correspondence, reporting, spreadsheets, and databases.
• Analytical Skills: Strong ability to research account information, analyze data, and resolve complex problems.
• Communication: Excellent verbal and written communication skills; ability to interact professionally with clients, advisors, support staff, and corporate personnel.
• Leadership: Demonstrated capacity to influence, motivate, and guide others toward shared goals.
• Adaptability: Ability to manage multiple tasks with shifting priorities in a fast‑paced environment.
• Professionalism: Project a Service‑First attitude, maintain a polished appearance, and handle stressful situations with composure.

Preferred Qualifications

• Prior experience in a branch operations or client service role within a financial institution.
• Knowledge of industry regulations, compliance frameworks, and best practices.
• Experience with performance management tools and HR systems.
• Familiarity with project management methodologies and process improvement initiatives.
• Advanced proficiency in Microsoft Office Suite, especially Excel and PowerPoint.

Skills & Competencies for Success

• Strategic Thinking – Ability to see the big picture while managing day‑to‑day details.
• Customer‑Centric Mindset – Consistently prioritizing client needs and delivering exceptional service.
• Collaboration – Working effectively across departments and levels to achieve common objectives.
• Decision‑Making – Making timely, data‑driven choices that align with company values.
• Continuous Improvement – Seeking ways to refine processes, reduce waste, and enhance quality.
• Resilience – Maintaining focus and positivity in high‑pressure situations.

Career Growth & Learning Opportunities

At brighthush, we believe that learning is a lifelong journey. As a trainee, you will receive structured mentorship, on‑the‑job training, and access to a comprehensive learning platform that covers everything from compliance to leadership development. Successful completion of the training program opens doors to full‑time Operations Manager roles, branch leadership positions, and cross‑functional career paths across the organization. You’ll also have the chance to pursue additional certifications, such as Series 9 & 10, and participate in our internal mobility program to explore roles in technology, risk, or client advisory services.

Work Environment & Company Culture

brighthush fosters a people‑first culture where diversity, inclusion, and authenticity are celebrated. Our guiding behaviors—Develop, Collaborate, Decide, Deliver, Improve—drive everyday interactions and decision‑making. You’ll find a supportive team that values open communication, constructive feedback, and a shared commitment to client success. The Chattanooga branch offers a modern, collaborative workspace equipped with the latest technology, flexible work arrangements, and a vibrant community of professionals who are passionate about making a difference.

Compensation, Perks, and Benefits

While the exact compensation package will be tailored to your experience and qualifications, you can expect a competitive base salary complemented by performance‑based bonuses and potential equity opportunities. brighthush offers a comprehensive benefits suite that typically includes:

• Health, dental, and vision insurance
• Life and critical illness coverage
• Short‑ and long‑term disability protection
• 401(k) retirement plan with company match
• Generous paid time off, including vacation, holidays, and sick leave
• Parental leave and family‑friendly policies
• Employee assistance programs and wellness resources
• Professional development budget and tuition reimbursement
• Travel allowance (up to 50% of the role’s travel requirement)

For a detailed view of our benefits, please visit brighthushbenefits.com.

How to Apply

If you’re ready to take the next step in your career and become a pivotal part of a forward‑thinking financial services firm, we encourage you to apply today. Submit your resume and a brief cover letter outlining why you’re the ideal candidate for the Branch Operations Manager Trainee role at brighthush. We look forward to exploring how your skills and aspirations align with our mission to deliver exceptional value to our clients and communities.

Join brighthush – Where Your Future Begins

At brighthush, we are committed to fostering an environment where every associate can thrive, innovate, and lead. We celebrate the unique perspectives each individual brings and provide the tools, mentorship, and opportunities needed to turn potential into performance. If you are driven, collaborative, and eager to grow, we invite you to become part of our team and help shape the future of financial services.