Branch Operations Leader, Financial Services

00015 Ameriprise Financial Services, LLC.; Fort Lauderdale (FL); On-site; USD 110,000 - 170,000; Full time

Job summary

Ameriprise Financial Services, LLC. is a diversified financial services leader with extensive assets under management and a global footprint.

We are seeking an Operations Leader to oversee all operational processes that support business objectives and assist advisors in serving clients. You will manage branch staff, work with employee advisors, and partner with branch leaders to drive performance and licensing development.

Qualifications

• Bachelor's degree or equivalent.
• 5-7 years of relevant supervisory experience.
• Experience with HR policies and labor laws.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Detail oriented with strong math and analytical skills.
• Proficient with standard business software applications.

Responsibilities

• Manage activities that support business results, revenue growth, client experience and efficiencies in practice.
• Lead branch staff and coordinate with advisors to execute business plans.
• Oversee staffing, hiring, and performance management with branch leaders.
• Prepare financial plans, investment research, and trades with advisors.
• Create and summarize client meetings, agendas, and follow-ups.

Skills

Leadership

HR knowledge

Communication

Time management

Detail oriented

Education

Bachelor's degree or equivalent

Job description

Ameriprise Financial Services, LLC. is a diversified financial services leader with extensive assets under management and a global footprint.

We are seeking an Operations Leader to oversee all operational processes that support business objectives and assist advisors in serving clients. You will manage branch staff, work with employee advisors, and partner with branch leaders to drive performance and licensing development.