Manage operational processes that support business objectives and assist advisors at Ameriprise Financial. Responsible for team management, client servicing, and operational efficiencies.
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 ensure new business paperwork processes are successfully filled out
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
Lead, coach, mentor and provide performance management for direct reports
Conduct 1:1s with staff
Requirements
Bachelors degree or equivalent
5 - 7 years 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
Previous successful supervisory experience including knowledge of HR policies and labor laws
Ability to manage multiple priorities in a fast-paced environment with little or no supervision and strong organizational/time management skills
Detail oriented, strong math, and analytical skills
Proficient with standard business software applications
Visa Sponsorship requires valid work authorization that does not require visa sponsorship for employment in the United States
Benefits
excellent written and verbal communication skills
demonstrate ability to motivate team members to delivery results
career development through training, mentoring and licensing support
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