Branch Operations Leader — Advisory Services

Threadneedle group; Overland Park (KS); Hybride; USD 110 000 - 140 000; Plein temps

Avantages offerts par ce poste

Licensing support

Professional development

Résumé du poste

Ameriprise Financial is seeking a Registered Operations Leader to oversee branch operations, lead staff, and partner with the Branch Manager to drive client experience and revenue goals. You will guide advisors, prepare financial plans, and ensure compliance across the team, with licensing support and dedicated professional development.

In this in-office role, you will mentor employees, manage reports and budgets, and coordinate with senior leaders to allocate resources effectively, delivering

Qualifications

• Bachelor's degree or equivalent required.
• 5–7 years of relevant experience.
• Series 7 or ability to obtain within 150 days.
• Securities registrations (S63/S66) or ability to obtain within 150 days.
• Supervisory experience including HR policies and labor laws.
• Excellent written and verbal communication; able to motivate team.

Responsabilités

• Manage activities that support business results, revenue growth and client experience.
• Lead and coach staff; conduct 1:1s and performance reviews.
• Assist advisors with financial planning, investment research and trades.
• Prepare client meetings and follow-up actions.
• Ensure compliance training and regulatory requirements.

Connaissances

Leadership

Supervisory experience

Communication skills

Analytical skills

Time management

Formation

Bachelor's degree or equivalent

Outils

MS Office

Description du poste

Ameriprise Financial is seeking a Registered Operations Leader to oversee branch operations, lead staff, and partner with the Branch Manager to drive client experience and revenue goals. You will guide advisors, prepare financial plans, and ensure compliance across the team, with licensing support and dedicated professional development.

In this in-office role, you will mentor employees, manage reports and budgets, and coordinate with senior leaders to allocate resources effectively, delivering