Company: Ameriprise Financial, Inc.
Posted on: November 26, 2022
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 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!
- 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
- 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
- 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
- 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) About Our Company At Ameriprise Financial, we're not just in
the business of helping clients with their financial goals - we
also help our advisors and employees reach their true potential by
embracing an inclusive and collaborative culture. We celebrate the
unique qualities and reward the contributions of our talented,
passionate employees. If you're motivated and want to work for a
strong, ethical company that cares about you and your community,
take the next step with Ameriprise Financial. Ameriprise Financial
is an equal opportunity employer. We consider all qualified
applicants without regard to race, color, religion, sex, national
origin, genetic information, age, sexual orientation, citizenship,
gender identity, disability, veteran status, marital status, family
status or any other basis prohibited by law.
Keywords: Ameriprise Financial, Inc., Seattle , Operations Leader, Other , Seattle, Washington
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