Operations Leader, Financial Services & Advisor Support

Ameriprise Financial; Springfield (MO); On-site; USD 90,000 - 120,000; Full time

Job summary

Ameriprise Financial is seeking a Registered Operations Leader to oversee branch operations and staff, supporting advisors and clients across the office. You will lead a team, ensure compliance, and drive efficiency to meet revenue and client targets.

The role emphasizes collaboration with advisors and branch leadership, includes licensing support, and requires proven supervisory experience and securities knowledge.

Qualifications

• Bachelor's degree or equivalent.
• Series 7 or ability to obtain within 150 days.
• State securities agent registration (S63 or S66) or ability to obtain within 150 days.

Responsibilities

• Manage branch operations to support business results and advisor services.
• Oversee calendars, meetings and client interactions to ensure a seamless client experience.
• Analyze branch performance, prepare reports and manage budgets.
• Coach and develop staff; partner with leadership to meet staffing needs.

Skills

Leadership

Supervisory

Series 7

HR policies

Communication

Time management

Analytical skills

Attention to detail

Education

Bachelor's degree

Tools

MS Office

Job description

Ameriprise Financial is seeking a Registered Operations Leader to oversee branch operations and staff, supporting advisors and clients across the office. You will lead a team, ensure compliance, and drive efficiency to meet revenue and client targets.

The role emphasizes collaboration with advisors and branch leadership, includes licensing support, and requires proven supervisory experience and securities knowledge.