Operations Leader - Financial Services & Client Experience

00015 Ameriprise Financial Services, LLC.; Kansas City (MO); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Ameriprise Financial Services, LLC. seeks an Operations Leader to oversee branch operations, support advisors and elevate client experience.

You will manage staff, coordinate licensing development and licensing support, and partner with the Branch Manager to ensure plans are executed. The role demands strong leadership, clear communication, and the ability to manage multiple priorities in a fast-paced environment, while ensuring HR policies and labor laws are followed.

Qualifications

• Bachelor's degree or equivalent.
• 5-7 years relevant supervisory experience.
• Knowledge of HR policies and labor laws.
• Excellent written and verbal communication; 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.
• Proficient with standard business software applications.

Responsibilities

• Manage activities that support business results, revenue growth, client experience and efficiencies.
• Manage resources to achieve business results, including revenue and client acquisition targets.
• Partner with Branch Manager to ensure advisor business plans are completed and marketing events are tracked and measured.
• Assist advisors in servicing clients: preparing financial plans, conducting investment research and completing trades.
• Prepare and summarize client meetings with agendas and follow-ups.
• Ensure new business paperwork is processed accurately.
• Provide general administrative duties such as phones, reports, and file setup.
• Build, track and analyze branch reports and key metrics.
• Review advisor expense reports, branch P&L, and identify cost reductions.
• Lead compliance training needs with Principal; oversee facilities initiatives.
• Lead, coach and manage direct reports; conduct 1:1s.

Skills

Leadership

HR policies & labor laws

Written & verbal communication

Multi-priority management

Organizational skills

Time management

Team coaching

Proficient with business software

Education

Bachelor's degree or equivalent

Job description

Ameriprise Financial Services, LLC. seeks an Operations Leader to oversee branch operations, support advisors and elevate client experience.

You will manage staff, coordinate licensing development and licensing support, and partner with the Branch Manager to ensure plans are executed. The role demands strong leadership, clear communication, and the ability to manage multiple priorities in a fast-paced environment, while ensuring HR policies and labor laws are followed.