Operations Leader - Drive Client Experience & Growth

Ameriprise Financial; Kansas City (KS); On-site; USD 85,000 - 125,000; Full time

Job summary

Ameriprise Financial in Kansas City is seeking an Operations Leader to oversee branch operations, staff and service delivery for clients. You will manage daily processes, support financial advisors, and drive efficiency and growth while ensuring compliance and regulatory alignment.

The role emphasizes leadership, collaboration with branch leadership, and the development of team members through coaching, mentoring and structured performance management.

Qualifications

• Bachelor's degree or equivalent.
• 5 - 7 years relevant experience required.
• Previous successful supervisory experience including knowledge of HR policies and labor laws.
• Excellent written and verbal communication skills; demonstrated ability to motivate team members to delivery results.
• Ability to manage multiple priorities in a fast-paced environment with little or no supervision and strong organizational/time management skills.
• Able to communicate with all levels within the organization.
• Detail orientated, strong math, and analytical skills. Good organization and time management skills.
• Process oriented and can work with a team.

Responsibilities

• Manage activities that support business results, revenue growth, client experience and efficiencies in practice.
• Assist advisors in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.
• Build, manage, track and analyze reports and branch vitals.
• Lead, coach, mentor and provide performance management for direct reports.

Skills

Leadership

Supervisory experience

Communication

Analytical skills

Time management

Detail oriented

Business software

Education

Bachelor's degree or equivalent

Tools

MS Office

CRM Software

Job description

Ameriprise Financial in Kansas City is seeking an Operations Leader to oversee branch operations, staff and service delivery for clients. You will manage daily processes, support financial advisors, and drive efficiency and growth while ensuring compliance and regulatory alignment.

The role emphasizes leadership, collaboration with branch leadership, and the development of team members through coaching, mentoring and structured performance management.