Complex Growth Director - Financial Services Leader

Ameriprise Financial

Newton (MA)

On-site

USD 120,000 - 150,000

Full time

8 days ago
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Benefits offered by this job

Health insurance
401(k)
Dental insurance
Life insurance
Paid time off

Job summary

Ameriprise Financial seeks a Complex Director to drive profitable multi-office growth across a defined geography by creating a compelling business plan emphasizing profitable growth through effective management of P&L, advisor and client acquisition, retention, tenure, and productivity.

The Complex Director will lead branch and associate managers, collaborate with operations staff, recruit high-quality experienced and novice advisors, and optimize resources across the complex to deliver superior

Qualifications

  • Bachelor’s degree or equivalent required.
  • Experience in P&L management and branch leadership.
  • Active FINRA Series 7 and Series 24 or S9/10.
  • Active securities registrations (S63/S66) and IAR (S65/S66).
  • Life and variable contracts licenses required.

Responsibilities

  • Lead complex and branch managers to drive growth and profitability.
  • Recruit high-quality advisors and manage onboarding and ramp-up.
  • Monitor performance, conduct periodic business reviews, and ensure regulatory compliance.
  • Strengthen client experience and brand standards across the complex.

Skills

Leadership
P&L management
Recruiting
Strategic planning
Branch leadership
Financial services

Education

Bachelor’s degree or equivalent
Master’s degree
FINRA Series 7
FINRA Series 24
S63 or S66
S65 or S66 IAR
Life and Variable Contracts licenses

Job description

Ameriprise Financial seeks a Complex Director to drive profitable multi-office growth across a defined geography by creating a compelling business plan emphasizing profitable growth through effective management of P&L, advisor and client acquisition, retention, tenure, and productivity.

The Complex Director will lead branch and associate managers, collaborate with operations staff, recruit high-quality experienced and novice advisors, and optimize resources across the complex to deliver superior

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