Complex Director overseeing profitable multi-office growth for Ameriprise Financial Advisors. Creating a compelling business plan while managing P&L and leading recruitment strategies.
Responsibilities
Drive profitable multi-office growth across a closely defined geography (i.e., complex)
Create and implement a compelling business plan emphasizing profitable growth
Drive revenue and asset growth
Segment the needs and prioritize the opportunities of the complex
Develop high-performing branch and associate managers
Optimize resources across the complex including strong partnerships across the operations team
Lead branch and associate managers, advisors, and build strong partnerships with operations staff
Implement national recruiting strategy and execute
Actively generate leads into local area pipeline and manage the end-to-end candidate experience
Execute on onboarding and ramp-up plans that drive growth
Inspect results regularly and provide coaching to branch managers and advisors
Requirements
Bachelor’s degree or equivalent (4-years)
7-10 years of relevant experience
Active FINRA Series 7
Active FINRA Series 24, or S9/10
Active State Securities Agent Registration (S63 or S66)
Active IAR Registration (S65 or S66)
Active Life and Variable Contracts insurance licenses
Self-driven and achievement oriented
Strong presentation skills and executive presence
P&L expense management and ability to analyze data and reports to determine business opportunities
Proven leadership skills and ability to drive & motivate a large organization to achieve results
Knowledgeable and able to develop networks with a wide array of communities
Benefits
Competitive and comprehensive benefits program that supports all aspects of your health and well-being including vacation time, sick time, 401(k), and health, dental and life insurances
Business Finance Manager leading financial tasks and insights for the US region at NNIT, Inc. Collaborating with stakeholders and managing financial projections and reporting processes.
Investment Operations Specialist managing vendor relationships and contract negotiations for investment data services at a global investment management firm. Collaborating with cross - functional teams to ensure data needs are met.
Microsoft Dynamics 365 Senior Consultant managing the overall Dynamics 365 environment for Theeb. Collaborating with stakeholders and ensuring business alignment for digital transformation.
Manager in Finance Consulting focused on analyzing client needs and developing financial solutions for optimal performance at PwC. Responsible for coaching and managing team performance in Kolkata and Gurgaon.
Operations Intern aiding Guggenheim's Investment Management Operations team with various tasks. Involvement in Trade Operations, Data Services, Loan Operations, and Portfolio Management efforts.
Lead Investment Analyst managing investment analysis for institutional retirement plans at Transamerica. Collaborating with teams to launch and monitor investment products focused on client needs.
Financial Analyst role at Associated Bank supporting key financial decisions with clear analysis. Opportunity for early - career professionals in a dynamic financial services environment.
Financial Analyst III at WashU developing and monitoring budgets and financial reports. Collaborating with department heads and training personnel in financial operations and reporting.
Senior Director of Financial Planning & Analysis leading team to ensure financial insights for CoverMyMeds. Collaborating with high - growth teams in a dynamic healthcare environment.
Finance leader providing support for manufacturing cost decisions at Land O'Lakes. Leading financial performance initiatives and team management in a dairy manufacturing environment.