Hybrid Finance Operations Leader — Client Experience

Ameriprise Financial Services, LLC; Leawood (KS); Hybrid; USD 90,000 - 140,000; Full time

Job summary

Ameriprise Financial Services, LLC, a diversified financial services firm, seeks a leader to manage branch operations, coach staff, and drive revenue growth. The role emphasizes collaboration with advisors, process improvement, and compliance support.

In-office collaboration is expected with some remote flexibility. The position requires a Bachelor’s degree or equivalent and 5–7 years of supervisory experience, with strong communication and organizational skills.

Qualifications

• Leadership experience managing teams to deliver results.
• Experience supervising and applying HR policies and labor laws.
• Excellent written and verbal communication; ability to motivate and develop staff.
• Ability to handle multiple priorities in a fast-paced environment with minimal supervision.

Responsibilities

• Manage activities supporting business results, revenue growth, client experience and efficiencies in practice.
• Assist advisors in servicing clients, preparing financial plans, and completing trades and transactions.
• Prepare and summarize client meetings, ensure paperwork is completed, and provide general administrative duties.

Skills

Leadership

HR policies

Verbal & written communication

Time management

Cross-functional collaboration

Analytical thinking

Software proficiency

Education

Bachelor's degree or equivalent

Tools

MS Office

CRM systems

Job description

Ameriprise Financial Services, LLC, a diversified financial services firm, seeks a leader to manage branch operations, coach staff, and drive revenue growth. The role emphasizes collaboration with advisors, process improvement, and compliance support.

In-office collaboration is expected with some remote flexibility. The position requires a Bachelor’s degree or equivalent and 5–7 years of supervisory experience, with strong communication and organizational skills.