Senior Branch Operations Leader

Ameriprise Financial Services, LLC; Farmington Hills (MI); On-site; USD 95,000 - 125,000; Full time

Job summary

Ameriprise Financial Services, LLC in Farmington Hills, MI is seeking a Registered Operations Leader to oversee branch operations, staff coaching and client service excellence. You will partner with advisors, manage regulatory requirements and drive efficiency across the practice.

The role emphasizes leadership, licensing/licensing support, and collaboration with branch leaders. In-office collaboration and five-day on-site work are integral to the position.

Qualifications

• Bachelor's degree or equivalent.
• 5 - 7 Relevant Experience Required.
• Series 7 or ability to obtain within 150 days.
• State securities agent registration (S63 or S66) or ability to obtain within 150 days.
• State IAR registration (S65 or S66) or ability to obtain within 150 days.
• Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.
• 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.

Responsibilities

• Manage activities that support business results, revenue growth, client experience and efficiencies in practice.
• 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.

Skills

Leadership

Branch operations

Regulatory knowledge

Staff coaching

Client service

Budgeting

Education

Bachelor's degree

Job description

Ameriprise Financial Services, LLC in Farmington Hills, MI is seeking a Registered Operations Leader to oversee branch operations, staff coaching and client service excellence. You will partner with advisors, manage regulatory requirements and drive efficiency across the practice.

The role emphasizes leadership, licensing/licensing support, and collaboration with branch leaders. In-office collaboration and five-day on-site work are integral to the position.