Branch Operations Leader: Growth & Team Empowerment

Ameriprise Financial Services, LLC; Columbia (SC); Hybrid; USD 75,000 - 115,000; Full time

Job summary

Ameriprise Financial Services, LLC in Columbia, SC is seeking a Registered Operations Leader (ROL) to manage branch operations, lead staff, and provide financial reporting to support advisor objectives. You will partner with leadership to align staffing, budgets and compliance, while delivering exceptional client experiences.

The role requires 5–7 years of relevant experience, securities licenses or ability to obtain, and a strong focus on leadership and process excellence.

Qualifications

• Bachelor's degree or equivalent.
• 5 - 7 Relevant Experience Required.
• Series 7 or ability to obtain within 150 days.
• State securities agent registration (S63 or S66) or ability to obtain within 150 days.
• State IAR registration (S65 or S66) or ability to obtain within 150 days
• Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.
• 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.
• Lead, coach, mentor and provide performance management for direct reports.
• Build, manage, track and analyze reports and branch vitals.
• Assist advisors in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.

Skills

Communication

Team leadership

Time management

Analytical skills

Education

Bachelor's degree or equivalent

Job description

Ameriprise Financial Services, LLC in Columbia, SC is seeking a Registered Operations Leader (ROL) to manage branch operations, lead staff, and provide financial reporting to support advisor objectives. You will partner with leadership to align staffing, budgets and compliance, while delivering exceptional client experiences.

The role requires 5–7 years of relevant experience, securities licenses or ability to obtain, and a strong focus on leadership and process excellence.