Operations Leader, Financial Services & Client Growth

Ameriprise Financial; Leawood (KS); On-site; USD 85,000 - 110,000; Full time

Job summary

Ameriprise Financial in Leawood, KS is seeking an Operations Leader to oversee branch operations, staff coaching, and process improvements. You will partner with the Branch Manager to drive advisor performance, manage P&L, and ensure compliant operations while supporting licensing and career development.

You will lead a team, optimize workflows, and coordinate administrative functions, reporting on branch health and expenses. This role emphasizes collaboration and efficiency.

Qualifications

• Bachelor's degree or equivalent.
• 5-7 years of relevant supervisory experience.
• Strong written and verbal communication; motivate teams.
• Ability to manage multiple priorities in a fast-paced environment.
• Knowledge of HR policies and labor laws.
• Detail oriented with strong math and analytical skills.
• Proficient with standard business software applications.

Responsibilities

• Manage activities that support business results, revenue growth, client experience and efficiencies in practice.
• Partner with Branch Manager to ensure advisor business plans are completed and marketing events are tracked and measured.
• Assist advisors in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.
• Prepare and summarize client meetings by scheduling and confirming meetings, crafting an agenda and summary of meeting, escorting clients to advisors office and providing follow-up.
• Prepare and ensure new business paperwork processes are successfully filled out; provide general administrative duties.
• Build, manage, track and analyze reports and branch vitals; review advisor expense reports and budgeting; identify expense reduction opportunities.
• Lead real estate and facilities initiatives; oversee staffing needs and conduct 1:1s with staff.

Skills

Leadership

Supervisory experience

HR policies

Communication skills

Time management

Analytical skills

Budgeting

MS Office

Education

Bachelor's degree

Tools

MS Office

HRIS

Job description

Ameriprise Financial in Leawood, KS is seeking an Operations Leader to oversee branch operations, staff coaching, and process improvements. You will partner with the Branch Manager to drive advisor performance, manage P&L, and ensure compliant operations while supporting licensing and career development.

You will lead a team, optimize workflows, and coordinate administrative functions, reporting on branch health and expenses. This role emphasizes collaboration and efficiency.