Branch Operations Leader – Client Experience & Finance

00015 Ameriprise Financial Services, LLC.; Grand Rapids (MI); On-site; USD 90,000 - 140,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking an Operations Leader to oversee branch operations, staff, and advisor support in a fast‑paced environment. You will drive client experience, revenue growth, and efficiency across the practice.

The role emphasizes licensing development, onboarding, training, and collaboration with branch leaders to meet business plans. In‑office culture requires five days on site and a commitment to excellence.

Qualifications

• Bachelors degree or equivalent.
• 5-7 years 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 organization.
• 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.

Responsibilities

• 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 measured.
• 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, crafting 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, setup files, etc.
• Build, 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.

Skills

Leadership experience

Supervisory experience

HR policies & labor laws

Written and verbal communication

Multitasking / prioritization

Attention to detail

Team motivation

Analytical skills

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

Ameriprise Financial Services, LLC is seeking an Operations Leader to oversee branch operations, staff, and advisor support in a fast‑paced environment. You will drive client experience, revenue growth, and efficiency across the practice.

The role emphasizes licensing development, onboarding, training, and collaboration with branch leaders to meet business plans. In‑office culture requires five days on site and a commitment to excellence.