Hybrid Branch Manager: Lead Growth & Recruit Top Advisors

Ameriprise Financial Services, LLC; Providence (RI); Sur place; USD 95 000 - 135 000; Plein temps

Résumé du poste

Ameriprise Financial Services, LLC in Providence, RI seeks a Branch Manager to lead one or more Ameriprise owned branch offices. You will drive growth by coaching advisors, recruiting top talent, and delivering exceptional client experiences.

You will oversee risk and compliance, develop local culture, and model wealth management service. Strong leadership, sales, and financial oversight are essential for success.

Qualifications

• Bachelor's degree or equivalent.
• 3-5 years of relevant work experience.
• Active FINRA Series 7 or ability to obtain within 150 days.
• Active FINRA Series 24, or 9/10 or ability to obtain in 90 days
• Active State Securities Agent Registration (S63 or S66) or ability to obtain within 150 days
• Active State IAR registration (S65 or S66) or ability to obtain within 150 days
• Active Life and Accident/Health insurance license or ability to obtain within 150 days
• Proven success driving business growth.
• Proven leadership skills and ability to drive and motivate an organization to achieve results.
• Demonstrated sales success with proven ability to acquire clients and close business.
• Self driven and achievement oriented.
• Ability to execute a playbook to drive results.
• Strong presentation skills.
• P&L expense management and ability to analyze data and reports to determine business opportunities.
• Knowledgeable and able to develop networks within the community.
• Excellent compliance record.

Responsabilités

• Lead national recruiting strategy for advisors and build local pipeline.
• Coach advisors on growth, planning, and revenue drivers.
• Lead with integrity and manage client-focused risk and objectives.
• Develop a strong local office culture emphasizing learning and collaboration.
• Maintain a wealth management practice and model client service.

Connaissances

Leadership

Sales

Compliance

Recruiting

Communication

Formation

Bachelor's degree or equivalent

Description du poste

Ameriprise Financial Services, LLC in Providence, RI seeks a Branch Manager to lead one or more Ameriprise owned branch offices. You will drive growth by coaching advisors, recruiting top talent, and delivering exceptional client experiences.

You will oversee risk and compliance, develop local culture, and model wealth management service. Strong leadership, sales, and financial oversight are essential for success.