Operations Manager

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

About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

Do you have leadership experience and want to advance your career with an industry-leading firm? If so, we want you to join our team as an Operations Leader! Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer loyalty. As an Operations Leader, you will be responsible for all operational processes that support business objectives and assist advisors in serving their clients.

Leverage your strong leadership skills by managing branch staff (including Registered Client Service Associates and non-registered Client Service Associates), working directly with employee advisors, and partnering with additional branch leaders.

Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support — it's all about helping you optimally develop to reach your full potential!

At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact on a client’s overall experience.

Key Responsibilities

• Manage activities that support business results, revenue growth, client experience and efficiencies in practice.
• 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 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 such as answering phones, processing reports, preparing correspondence, setup files, etc.
• Build, manage, track and analyze reports and branch vitals.
• Review advisor expense reports, branch P & L, budgeting, reporting/correcting errors, identify and implement expense reduction opportunities.
• Partner with Registered Principal to ensure compliance support is established and training needs are met.
• Lead real estate and facilities initiatives.
• Lead, coach, mentor and provide performance management for direct reports.
• Partner with Senior Operations Leader and Regional Director of Operations to determine staffing needs; request, hire and allocate staff.
• Conduct 1:1s with staff.

Required Qualifications

• Bachelors degree or equivalent.
• 5 - 7 years relevant experience required.
• Previous successful supervisory experience including knowledge of HR policies and labor laws.
• Excellent written and verbal communication skills; demonstrated 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.

Preferred Qualifications

• Series 7 or ability to obtain within 150 days.
• State securities agent registration (S3 or S66) or ability to obtain within 150 days.

Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders.

Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Employment Details

Full-Time / Part-Time
Full time Exempt / Non-Exempt Exempt
Job Family Group Business Support & Operations Line of Business AAG Ameriprise Advisor Group

Equal Opportunity Employer

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

About Our Value and Opportunities

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years.

Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long-term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation.

For you, that means the opportunity to build a meaningful career in a high-performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact. As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers:

• Ameriprise Financial: Financial planning, advice and wealth management.
• Columbia Threadneedle Investments: Global asset management serving individual, institutional and corporate clients.
• RiverSource Insurance & Annuities: Products and solutions designed to help clients protect and grow their wealth.

Explore opportunities within each business and region below.

Ameriprise US | Careers
Ameriprise India | Careers
Columbia Threadneedle Investments US | Careers
Columbia Threadneedle Investments EMEA APAC | Careers
RiverSource | Careers