Strategic Branch Operations Leader – Financial Services

Threadneedle group; Grand Rapids (MI); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Ameriprise Financial seeks an Operations Leader to manage branch operations, staff and processes, supporting advisors and clients across the network. You will mentor teams, drive performance, and coordinate licensing and training to enable growth and excellent client service.

In-office collaboration is expected, with a focus on measurable results and strong leadership in a fast-paced financial services environment. This role requires a Bachelor's degree and 5–7 years of supervisory experience.

Qualifications

• Bachelor's degree or equivalent.
• 5-7 years relevant experience required.
• Previous supervisory experience including knowledge of HR policies and labor laws.
• Excellent written and verbal communication skills; ability to motivate team.
• Ability to manage multiple priorities in a fast-paced environment with little supervision and strong organizational/time management.
• Able to communicate with all levels within the organization.
• Detail oriented, 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.
• 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.

Skills

Leadership

Supervisory experience

Communication skills

Time management

Analytical skills

Detail oriented

HR policies

Education

Bachelor's degree or equivalent

Tools

Office software

Job description

Ameriprise Financial seeks an Operations Leader to manage branch operations, staff and processes, supporting advisors and clients across the network. You will mentor teams, drive performance, and coordinate licensing and training to enable growth and excellent client service.

In-office collaboration is expected, with a focus on measurable results and strong leadership in a fast-paced financial services environment. This role requires a Bachelor's degree and 5–7 years of supervisory experience.