Growth-Focused Branch Operations Leader

Ameriprise Financial Services, LLC; Daytona Beach (FL); On-site; USD 90,000 - 120,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking a Registered Operations Leader in a Daytona Beach branch to manage operations, support advisors, and drive growth. You will lead staff, handle financial reporting, and ensure compliance, while partnering with the Branch Manager to execute business plans.

The role offers significant career growth in a major financial services firm and requires leadership, regulatory licenses, and strong communication skills.

Qualifications

• Bachelor's degree or equivalent required.
• 5-7 years of relevant experience.
• 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 supervisory experience including HR policies and labor laws.
• Excellent written and verbal communication; ability to motivate team to deliver results.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficient with standard business software applications.

Responsibilities

• Manage branch activities to support revenue growth, client experience and efficiencies.
• Assist advisors with financial plans, investment research, and trades; prepare meetings and follow-up.
• Build, track and analyze branch reports, P&L, budgeting and expenses; ensure compliance training.
• Lead, coach, and assess staff; handle 1:1s and staffing needs.
• Ensure new business paperwork processes are completed and filed correctly.

Skills

Leadership

Communication

Time management

Analytical skills

Education

Bachelor's degree or equivalent

Job description

Ameriprise Financial Services, LLC is seeking a Registered Operations Leader in a Daytona Beach branch to manage operations, support advisors, and drive growth. You will lead staff, handle financial reporting, and ensure compliance, while partnering with the Branch Manager to execute business plans.

The role offers significant career growth in a major financial services firm and requires leadership, regulatory licenses, and strong communication skills.