Operations Leader, Financial Services

Ameriprise Financial Services, LLC

Fort Lauderdale (FL)

On-site

USD 90,000 - 130,000

Full time

12 hours ago

Be an early applicant

Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Job summary

Ameriprise Financial is seeking an Operations Leader to oversee all branch operational processes, support advisors, and drive client experience. You will manage branch staff, collaborate with advisors, and lead efforts to meet business objectives, with licensing and training opportunities to advance careers.

This full-time, in-office role emphasizes hands-on leadership, performance coaching, and compliance support.

Qualifications

Bachelor's degree or equivalent.
5-7 Relevant Experience Required.
Previous successful supervisory experience including HR policies and labor laws.
Excellent written and verbal communication skills; motivate team to deliver results.
Ability to manage multiple priorities in a fast-paced environment with little supervision.
Able to communicate with all levels within the organization.
Detail oriented, strong math and analytical skills.

Responsibilities

Manage activities that support business results, revenue growth, client experience and efficiencies in practice.
Assist advisors in servicing clients including preparing financial plans and completing trades; manage meetings and paperwork.
Create, manage, track and analyze reports and branch vitals; monitor expenses and compliance training.
Lead, coach, and mentor direct reports; determine staffing needs and conduct 1:1s with staff.