Operations Leader - Client Experience & Growth

Ameriprise Financial Services, LLC

Grand Rapids (MI)

On-site

USD 85,000 - 120,000

Full time

39 hours ago

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Job summary

Ameriprise Financial Services, LLC in Grand Rapids, MI, seeks an Operations Leader to oversee branch operations, support advisors, and drive efficiency. You will manage branch staff, collaborate with advisors, and partner with leadership to develop and license staff.

This full-time role emphasizes leadership, process improvement, and compliance, with training and licensing support. The ideal candidate has 5–7 years supervisory experience, a bachelor's degree, and strong communication to motivate

Qualifications

Bachelor's degree or equivalent required.
5–7 years relevant supervisory experience required.
Strong written and verbal communication.
Ability to manage multiple priorities in a fast-paced environment.
Proficient with standard business software applications.
HR policy and labor law knowledge preferred.

Responsibilities

Manage activities supporting business results, revenue growth and client experience; coordinate resources and marketing events.
Assist advisors by preparing financial plans, research, trades and transactions; handle meetings and follow-ups.
Build and analyze branch reports and budgets; ensure compliance support and training needs are met.
Lead, coach and manage direct reports; conduct 1:1s and workforce planning with leadership.