Operations Leader — Financial Services

Threadneedle group; Leawood, Northern (KS, KY); Hybrid; USD 85.000 - 120.000; Vollzeit

Benefits dieser Stelle

In-office collaboration

Zusammenfassung

Ameriprise Financial in Leawood, KS is seeking an Operations Leader to oversee branch operations, client service delivery and staff performance. You will manage resources, drive efficiency and support advisors in achieving business goals.

Lead, coach and mentor a team, coordinate with branch leadership on plans and marketing events, and maintain reporting, budgeting and compliance to ensure excellent client experiences and sustainable growth.

Qualifikationen

• Bachelor's degree or equivalent.
• 5–7 years relevant experience.
• Supervisory experience with HR policies and labor laws.
• Excellent written and verbal communication; motivates team.
• Ability to manage multiple priorities in a fast-paced environment.
• Ability to communicate with all levels of the organization.
• Detail oriented with strong math and analytical skills.
• Good organizational and time management skills.
• Process oriented; works well in a team.
• Proficient with standard business software applications.

Aufgaben

• Manage activities that support business results, revenue growth, client experience and efficiencies in practice.
• Lead, coach, mentor and provide performance management for direct reports.
• Partner with Branch Manager to ensure advisor business plans are completed and marketing events are tracked.
• Assist advisors in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.
• Prepare and summarize client meetings; schedule, craft agendas, provide follow-up.
• Provide general administrative duties such as answering phones, processing reports, preparing correspondence, setup files, etc.
• Build, manage, analyze reports and branch vitals.
• Review advisor expense reports, branch P&L, budgeting, reporting/correcting errors, identify expense reduction opportunities.
• Lead real estate and facilities initiatives.
• Hire and allocate staff; conduct 1:1s with staff.

Kenntnisse

Communication skills

Time management

Analytical skills

Organizational skills

People management

HR policy knowledge

Detail orientation

Office software

Ausbildung

Bachelor's degree or equivalent

Jobbeschreibung

Ameriprise Financial in Leawood, KS is seeking an Operations Leader to oversee branch operations, client service delivery and staff performance. You will manage resources, drive efficiency and support advisors in achieving business goals.

Lead, coach and mentor a team, coordinate with branch leadership on plans and marketing events, and maintain reporting, budgeting and compliance to ensure excellent client experiences and sustainable growth.