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Branch Manager

00015 Ameriprise Financial Services, LLC.

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 & Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Job Description The Branch Manager role leads one or more Ameriprise owned branch offices. They are responsible for understanding the local market and executing a business plan to grow the branch profitably. Key Responsibilities Implement national recruiting strategy and recruit high‑quality experienced advisors to your branch. Actively generate leads into local area pipeline and manage the end‑to‑end candidate experience. Develop branch’s unique value proposition and articulate to candidates. Execute on onboarding and ramp‑up plans that drive growth. Drive profitable organic growth of the branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience. Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more. Lead the branch with integrity and perform front‑line supervision to ensure sales activities are appropriately based on client objectives, goals, and risk tolerance. Anticipate, manage, and resolve risk items to ensure the interests of the client. Develop strong local office culture, including a culture of peer learning and camaraderie; achievement orientation; growth and continuous development. Ensure Ameriprise core values are upheld – client focus, integrity always, excellence in all we do, and giving back to the communities in which we live and work. Maintain or build personal wealth‑management practice serving clients through the Ameriprise Client Experience. Lead from the front and be a role model for others in how you serve your clients and run your practice. Required Qualifications Bachelor’s degree or equivalent. 3 – 5 years of relevant work experience. Active FINRA Series7 or ability to obtain within 150 days. Active FINRA Series24 or 9/10 or ability to obtain within 90 days. Active State Securities Agent Registration (S63 or S66) or ability to obtain within 150 days. Active State IAR registration (S65 or S66) or ability to obtain within 150 days. Active Life and Accident/Health insurance license or ability to obtain within 150 days. Proven success driving business growth. Proven leadership skills and ability to drive and motivate an organization to achieve results. Demonstrated sales success with proven ability to acquire clients and close business. Self‑driven and achievement‑oriented. Ability to execute a playbook to drive results. Strong presentation skills. P&L expense management and ability to analyze data and reports to determine business opportunities. Knowledgeable and able to develop networks within the community. Excellent compliance record. Preferred Qualifications Master’s degree and/or relevant industry designations preferred (e.g., CFP). Equal‑Opportunity Employment 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. #J-18808-Ljbffr 00015 Ameriprise Financial Services, LLC.

Vacancy posted 13 hours ago
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