Do you have leadership experience and want to advance your career with an industry-leading firm? If so, we want you to join our team as an Operations Leader! Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer loyalty.
As an Operations Leader, you will be responsible for all operational processes that support business objectives and assist advisors in serving their clients. Leverage your strong leadership skills by managing branch staff (including Registered Client Service Associates and non-registered Client Service Associates), working directly with employee advisors, and partnering with additional branch leaders. Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support — it's all about helping you optimally develop to reach your full potential!
At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact on a client’s overall experience, we invite you to take your career to the next level by applying to join our team today!
Key Responsibilities
- Manage activities that support business results, revenue growth, client experience and efficiencies in practice. Manage resources to achieve business results, including revenue and client acquisition targets. Partner with Branch Manager to ensure advisor business plans are completed and marketing events are tracked and measured.
- Assist advisors in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions. Prepare and summarize client meetings by scheduling and confirming meetings, creating an agenda and summary of meeting, escorting clients to advisors office and providing follow-up. Prepare and ensure new business paperwork processes are successfully filled out. Provide general administrative duties such as answering phones, processing reports, preparing correspondence, set-up files, etc.
- Create, manage, track and analyze reports and branch vitals. Review advisor expense reports, branch P&L, budgeting, reporting/correcting errors, identify and implement expense reduction opportunities. Partner with Registered Principal to ensure compliance support is established and training needs are met. Lead real estate and facilities initiatives.
- Lead, coach, mentor and provide performance management for direct reports. Partner with Senior Operations Leader and Regional Director of Operations to determine staffing needs; request, hire and allocate staff. Conduct 1:1s with staff.
Required Qualifications
- Bachelors degree or equivalent
- 5-7 Relevant Experience Required
- Previous successful supervisory experience including knowledge of HR policies and labor laws.
- Excellent written and verbal communication skills; demonstrated ability to motivate team members to delivery results.
- Ability to manage multiple priorities in a fast paced environment with little or no supervision and strong organizational/time management skills
- Able to communicate with all levels within the organization.
- Detail orientated, strong math, and analytical skills. Good organization and time management skills.
- Process oriented and can work with a team. Proficient with standard business software applications.
Preferred Qualifications
- Certifications Preferred (indicate):S7, 63/66, 65/66, Life, Accident, and Health licenses (or commitment to obtain within 150 days)
Base Pay Salary
The estimated base salary for this role is $81,700-$112,300/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Full time
Exempt
Business Support & Operations
AAG Ameriprise Advisor Group
