Branch Manager

Ameriprise Financial; Dublin (OH); On-site; USD 39,000 - 48,000; Full time

Job summary

Ameriprise Financial in Dublin, OH seeks a Branch Manager to lead an Ameriprise-owned branch, driving growth and client-focused service. You will coach advisors, recruit external practices, and manage risk while upholding core values.

You will oversee local operations, develop a strong culture, and advance a wealth management practice within the Ameriprise Client Experience framework. In-office collaboration is expected, with some flexibility.

Qualifications

• Bachelor's degree or equivalent is required.
• 3–5 years of relevant work experience.
• Active FINRA Series 7 or ability to obtain within 150 days.
• Active FINRA Series 24, or 9/10 or ability to obtain in 90 days.
• Active State Securities Agent Registration (S63 or S66) or ability to obtain within 150 days.
• Active State IAR registration (S65 or S66) or ability to obtain within 150 days.
• Active Life and Accident/Health insurance license or ability to obtain within 150 days.
• Proven success driving business growth.
• Proven leadership skills and ability to drive and motivate an organization to achieve results.
• Demonstrated sales success with proven ability to acquire clients and close business.

Responsibilities

• Recruit high quality experienced advisors to the branch and manage the end-to-end candidate experience.
• Drive profitable organic growth through active leadership, coaching, and delivery of the Ameriprise Client Experience.
• Provide front-line supervision to ensure sales activities align with client objectives and risk tolerance.
• Develop a strong local office culture emphasizing peer learning and core values.
• Maintain or grow a personal wealth management practice serving clients through the Client Experience.

Skills

Leadership

Sales success

Client relationships

Self-driven

Business planning

Presentation skills

Coaching

Education

Bachelor's degree or equivalent

Tools

FINRA Series 7

FINRA Series 24/9/10

FINRA Series S63/S66

FINRA Series S65/S66

State life/health insurance license

Job description

On-Site

Dublin, Ohio

Full time

R26_4244

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 Branch Manager role leads one or more Ameriprise owned branch offices. They are responsible to understand the local market and execute a business plan to growth the branch profitably. Key responsibilities include growth of 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.

Key Responsibilities

• 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.

Required Qualifications

• Bachelors 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.
• Active FINRA Series 24, or 9/10 or ability to obtain in 90 days
• Active State Securities Agent Registration (S63 or S66) or ability to obtain within 150 days
• Active State IAR registration (S65 or S66) or ability to obtain within 150 days
• Active Life and Accident/Health insurance license or ability to obtain within 150 days
• Proven success driving business growth.
• Proven leadership skills and ability to drive and motivate an organization to achieve results.
• Demonstrated sales success with proven ability to acquire clients and close business.
• Self driven and achievement oriented.
• Ability to execute a playbook to drive results.
• Strong presentation skills.
• P&L expense management and ability to analyze data and reports to determine business opportunities.
• Knowledgeable and able to develop networks within the community.
• Excellent compliance record.

Preferred Qualifications

• Masters 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.

Base Pay Salary

The estimated base salary for this role is $ 43,888 a 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/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Sales

Line of Business

AAG Ameriprise Advisor Group

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.

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.

Explore opportunities within each business and region below.

• Ameriprise US | Careers (https://www.ameriprise.com/careers)
• Ameriprise India | Careers
• Columbia Threadneedle Investments US | Careers (https://www.columbiathreadneedleus.com/investorspa/about/careers)
• Columbia Threadneedle Investments EMEA APAC | Careers
• RiverSource | Careers (https://www.riversource.com/your-career-at-riversource)

Can I check the status of my application?

Yes, you can check the status of your submitted application. To do so, you will need to log into the Candidate Homepage (https://ameriprise.wd5.myworkdayjobs.com/Ameriprise) with your username and password.

What information is required to apply for a job?

Requirements vary by position, state and/or region. Be prepared to provide work history, resume, and contact information at a minimum.