Ameriprise Financial, Inc

Complex Director, Ameriprise Financial Advisors - Desert Complex

Ameriprise Financial, Inc • $120K — $150K *
Gilbert, AZ 85234In-Person
Finance & Insurance
5 - 7 years of experience
1 month ago
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent (4-years).
  • 7-10 years of relevant experience in the financial services industry.
  • Active FINRA Series 7, Series 24 (or S9/10), State Securities Agent Registration (S63 or S66), and IAR Registration (S65 or S66).
  • Active Life and Variable Contracts insurance licenses.
  • Proven leadership experience with a focus on motivational skills and P&L management.

Responsibilities

  • Accountable for performance across the complex's branches.
  • Lead and develop branch and associate managers while fostering partnerships with operations staff.
  • Implement successful recruitment and onboarding strategies for advisors.
  • Manage the branch's growth through effective leadership and business planning.
  • Conduct regular coaching sessions and performance reviews to enhance advisor productivity.

Benefits

  • Culture of face-to-face collaboration with a flexible work arrangement.
  • Emphasis on client-centric values and community involvement.
  • Opportunity to develop and execute a unique value proposition within the branch.
  • Access to continuous professional development and training resources.
Full Job Description
Job Description

The Complex Director seeks to drive profitable multi-office growth across a closely defined geography (i.e., complex) by creating a compelling business plan emphasizing profitable growth through effective management of P&L, implementing sound strategy and growth through advisor and client acquisition, retention, tenure, and productivity. The Complex Director will drive revenue and asset growth, effectively segmenting the needs and prioritizing the opportunities of the complex, developing high-performing branch and associate managers, and optimizing resources across the complex including strong partnerships across the operations team.

Key Responsibilities
  • Accountable for own branch and branches within complex.
  • Lead branch and associate managers, advisors, and build strong partnerships with operations staff and other resources that support the complex.
  • Lead from the front by demonstrating effective strategies, demonstrate appropriate leadership competencies and executing the playbook to drive results.
  • Understand skills of branch managers and leverage talents to drive performance. Develop and execute performance improvement plans when necessary.
  • Implement national recruiting strategy. Lead branch managers and recruiting partners to execute.
  • Recruit high quality experienced advisors and novice advisors to your branch and complex.
  • Actively generate leads into local area pipeline and manage the end-to-end candidate experience.
  • Understand the Ameriprise value proposition, develop branch's unique value proposition, and articulate each to candidates.
  • Execute on onboarding and ramp-up plans that drives growth.
  • Drive profitable organic growth of the complex and branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience.
  • Inspect results regularly and provide regular coaching to branch managers and advisors in your branch on business planning, client acquisition, advice, investment solutions, external practice acquisition, and more.
  • Lead the complex with integrity.
  • Ensure brand standards, client service and client satisfaction are met.
  • Maintain a legal and compliant organization.
  • Perform front-line supervision and second level supervision activities to ensure sales activities are appropriately based on client objectives, goals, and risk tolerance.
  • Anticipate, manage, and resolve risk items to ensure the interests of the client. Develop strong local culture, including a culture of peer learning and comradery; achievement orientation; growth and continuous development.
  • Ensure Ameriprise core values are upheld - client focus, integrity always, excellence in all we do, and giving back to the communities in which we live and work.
  • Quarterly Periodic Business Reviews with Branch Leader and Regional Sales Leader. Monthly results review with Branch Leader.
  • Weekly to bi-weekly 1:1s with Level II+ advisors.
  • Bi-weekly results review with branch managers.
  • Monthly reviews with branch and complex support staff.
  • Weekly visits to branches within complex.

Required Qualifications
  • Bachelor's degree or equivalent (4-years).
  • Experience: 7-10 years of relevant experience.
  • Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.
  • Active FINRA Series 7.
  • Active FINRA Series 24, or S9/10.
  • Active State Securities Agent Registration (S63 or S66).
  • Active IAR Registration (S65 or S66).
  • Active Life and Variable Contracts insurance licenses.
  • 7-10 years of professional experience.
  • Self-driven and achievement oriented.
  • Ability to execute a predefined playbook to drive results, and lead others to do the same. Strong presentation skills and executive presence.
  • P&L expense management and ability to analyze data and reports to determine business opportunities.
  • Proven leadership skills and ability to drive & motivate a large organization to achieve results.
  • Knowledgeable and able to develop networks with a wide array of communities.

Preferred Qualifications
  • Master's degree and/or relevant industry designations preferred (e.g., CFP).


Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders - clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Sales

Line of Business

AAG Ameriprise Advisor Group

About Ameriprise Financial, Inc

Ameriprise Financial, Inc Careers

Joining Ameriprise Financial, Inc presents an unparalleled opportunity to advance your career with a leader in financial services. Our team of professionals is dedicated to fostering an environment of growth, innovation, and leadership. Work You’ll Do At Ameriprise Financial, Inc, you will be part of a culture that thrives on diversity, professional excellence, and ethical standards. Our employees are empowered to master their roles and contribute to the company’s success through continuous personal and professional development. Transform Your Career Lead your career on a path of continuous growth with Ameriprise Financial, Inc. Our company stands at the forefront of the financial industry, integrating cutting-edge technology and substantial market expertise to deliver exceptional service to our clients. Work with a team of skilled professionals who are committed to a culture of innovation and exceptional leadership. Collaborate on projects that reshape financial planning and improve client outcomes. Ameriprise Financial, Inc Job Opportunities We are actively hiring and have a variety of job opportunities that cater to different skills and career levels. From entry-level positions to leadership roles, Ameriprise Financial, Inc offers a dynamic work environment where your skills will be honed and your achievements recognized. Join our team and contribute to our mission of helping clients achieve their financial goals. Explore positions in areas such as financial advising, customer service, IT, and more. Internship Programs Kickstart your career with an Ameriprise Financial, Inc internship. Our internships provide invaluable workplace experience, networking opportunities, and insights into the financial services industry. Interns at Ameriprise Financial, Inc are crucial team members, working alongside seasoned professionals and contributing to real-world projects. Benefits and Growth Ameriprise Financial, Inc is committed to the growth and development of our employees. We offer competitive benefits, diversity training, and professional development programs that encourage our team to stay ahead in the industry. Our benefits package includes health, dental, and vision insurance, retirement plans, and generous paid time off. Leadership and Development Develop your leadership skills through targeted training and mentorship at Ameriprise Financial, Inc. We believe in nurturing leadership potential and offer various programs designed to help you grow into a visionary leader within the company. Stay Connected Join Our Team Search for open positions that match your skills and interests. We are looking for passionate, curious, and driven team players. Start your journey with Ameriprise Financial, Inc today and build a career that you can be proud of. SEARCH AMERIPRISE FINANCIAL JOBS Keep Up to Date Stay informed with career tips, insider perspectives, and industry-leading insights you can use today—all from the people who work here. READ CAREERS BLOG Job Alert Emails Customize your subscription to receive job alerts, the latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding opportunities that await at Ameriprise Financial, Inc.
Learn more about Ameriprise Financial, Inc
Size
12,000 employees
Market Cap
$32.7 billion
Industry
Finance & Insurance
Net Income
$1.5 billion
Founded
1894
5 Year Trend
+2.6%
Revenue
$11.9 billion
NASDAQ
AMP
* Ladders Estimates

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