Branch Leader – Wealth & Advisory Growth

00015 Ameriprise Financial Services, LLC.; Pennsylvania; Hybrid; USD 120,000 - 180,000; Full time

Job summary

Ameriprise Financial’s Advisor Group in the United States seeks a Branch Manager to lead a local Ameriprise owned branch. You will drive growth by coaching advisors, recruiting top talent, and managing end-to-end candidate experiences while upholding the firm’s client-centric values.

The role requires strong leadership, sales success, and regulatory enablers. Collaboration is essential, with 4 days in-office and one remote day per week. Exemption status varies by role.

Qualifications

• Bachelor's degree or equivalent.
• 3-5 years of relevant work experience.
• 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.

Responsibilities

• Grow existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office.
• Implement national recruiting strategy.
• Recruit high quality experienced advisors to your branch.
• Actively generate leads into local area pipeline and manage the end-to-end candidate experience.
• Develop branch’s unique value proposition and articulate to candidates.
• Execute on onboarding and ramp-up plans that drives growth.
• 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.
• Lead the branch with integrity.
• Perform front-line supervision 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.
• Develop 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 giving back to the communities in which we live and work.
• Maintain or build personal wealth management practice serving clients through the Ameriprise Client Experience.
• Lead from the front and be a role model for others in how you serve your clients and run your practice.

Skills

Leadership

Sales achievement

Strategic planning

Communication

Education

Bachelor's degree or equivalent

Job description

Ameriprise Financial’s Advisor Group in the United States seeks a Branch Manager to lead a local Ameriprise owned branch. You will drive growth by coaching advisors, recruiting top talent, and managing end-to-end candidate experiences while upholding the firm’s client-centric values.

The role requires strong leadership, sales success, and regulatory enablers. Collaboration is essential, with 4 days in-office and one remote day per week. Exemption status varies by role.