Associate Branch Manager

00015 Ameriprise Financial Services, LLC.; North Atlanta (GA); Hybrid; USD 90,000 - 125,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking an Associate Branch Manager to lead a team of advisors, drive growth in a branch, and coach professionals to deliver exceptional client experiences. This role emphasizes strategic planning, revenue growth, and adherence to core values across a small geography or large office.

The ABM will recruit, onboard, and develop advisors while managing resources, risk, and client outcomes.

Qualifications

• 3+ years of people management experience.
• 4+ years in professional financial services.
• Active registrations per listed licenses or ability to obtain within 150 days.
• Strong compliance history and knowledge of compliance requirements.

Responsibilities

• Lead, coach and develop advisors to drive revenue growth.
• Create compelling business plans focused on growth, client acquisition, and retention.
• Recruit and onboard high-quality advisors; manage end-to-end candidate experience.
• Provide regular coaching and performance reviews (1:1s) weekly.
• Ensure adherence to Ameriprise core values and client focus in all activities.
• Oversee risk management to protect client interests.

Skills

People management

Sales

Client acquisition

Education

Series 7 license

State Securities Agent Registration (S63 or 66)

Life, Health & Variable Contracts licenses

Investment Adviser Representative (Series 65/66)

Job description

About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

The Associate Branch Manager (ABM) will help drive profitable growth in a small geography or within a large office by leading, coaching and developing advisors. Responsible for creating a compelling business plan emphasizing growth, client acquisition, financial planning, and retention. The ABM will seek to drive revenue and asset growth, optimizing resources for the advisors in consideration of local demographics, advisor abilities and prudent use of resources.

Key Responsibilities

• Maintain or build personal wealth management practice serving clients through the Ameriprise Client Experience (ACE).
• Lead from the front and be a role model for others in how you serve your clients and run your practice.
• Drive profitable organic growth of the branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience.
• Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more.
• Support branch manager to recruit and on-board high-quality experienced advisors to the branch. Activities may include actively generating leads into local area pipeline and managing the end-to-end candidate experience.
• Articulate the Ameriprise and local value proposition to candidates.
• Execute onboarding and ramp-up plans that drive growth.
• Contribute to strong local office 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 respect for the communities in which we live and work.
• Lead with integrity.
• May perform supervision activities, if delegated, to ensure sales activities are appropriately based on client objectives, goals, and risk tolerance.
• Anticipates, manages, and resolves risk items to ensure the interests of the client.
• Weekly to bi-weekly 1:1s with advisors in branch.
• Biweekly results review with Branch Manager or Complex Director (key metrics, high potential advisors, etc.).

Required Qualifications

• Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training.
• Active FINRA Series 7 or ability to obtain within 150 days.
• Active State Securities Agent Registration (S63 or 66) or ability to obtain within 150 days.
• Active Life, Accident/Health, and Variable Contracts insurance licenses or ability to obtain within 150 days.
• Maintain Investment Advisor Representative registration in investment advisor representative states with a place of business (Series 65 or 66) or ability to obtain within 150 days.
• 3+ years of people management and 4+ years of professional experience.
• Excellent compliance record and knowledge of compliance requirements.

Preferred Qualifications

• 3-5 years demonstrated sales success with proven ability to acquire clients and close business.
• Proven leadership skills and ability to drive & motivate others to achieve results.
• Business planning and strategic management skills, self-driven and achievement oriented and ability to execute a playbook to drive results.
• Strong presentation skills and the ability to analyze data and reports to determine business opportunities.
• Relevant industry designations are 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/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group

Equal Opportunity

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Company Overview

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years. Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long-term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation. For you, that means the opportunity to build a meaningful career in a high-performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact. As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers: Ameriprise Financial: Financial planning, advice and wealth management. Columbia Threadneedle Investments: Global asset management serving individual, institutional and corporate clients. RiverSource Insurance & Annuities: Products and solutions designed to help clients protect and grow their wealth.

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