Operations Manager

Ameriprise Financial Services, LLC; Leawood (KS); Hybrid; USD 90,000 - 140,000; Full time

Job summary

Ameriprise Financial Services, LLC, a diversified financial services firm, seeks a leader to manage branch operations, coach staff, and drive revenue growth. The role emphasizes collaboration with advisors, process improvement, and compliance support.

In-office collaboration is expected with some remote flexibility. The position requires a Bachelor’s degree or equivalent and 5–7 years of supervisory experience, with strong communication and organizational skills.

Qualifications

• Leadership experience managing teams to deliver results.
• Experience supervising and applying HR policies and labor laws.
• Excellent written and verbal communication; ability to motivate and develop staff.
• Ability to handle multiple priorities in a fast-paced environment with minimal supervision.

Responsibilities

• Manage activities supporting business results, revenue growth, client experience and efficiencies in practice.
• Assist advisors in servicing clients, preparing financial plans, and completing trades and transactions.
• Prepare and summarize client meetings, ensure paperwork is completed, and provide general administrative duties.

Skills

Leadership

HR policies

Verbal & written communication

Time management

Cross-functional collaboration

Analytical thinking

Software proficiency

Education

Bachelor's degree or equivalent

Tools

MS Office

CRM systems

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? Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer loyalty.

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.

Full-Time/Part-Time

• Full time
• Exempt/Non-Exempt
• Exempt

Job Family Group

Business Support & Operations

Line of Business

AAG Ameriprise Advisor Group

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.