Operations Leader

Job Description Do you have leadership experience and want to advance your career with an industry-leading firm? If so, we want you to join our team as an Operations Leader! Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer loyalty. Key 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 meetings, escorting clients to advisor 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, and setting up files. Build, manage, track, and analyze reports and branch vitals. Review advisor expense reports, branch P & L, budgeting, reporting/correcting errors, and 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. Required Qualifications Bachelor’s degree or equivalent. 5 – 7 years of relevant experience. 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 deliver results. Ability to manage multiple priorities in a fast‑paced environment with little or no supervision and strong organizational/time‑management skills. Ability to communicate with all levels within the organization. Detail oriented, strong math, and analytical skills; good organization and time management. Process oriented and able to work with a team. Proficient with standard business software applications. Preferred Qualifications Series 7 license or ability to obtain within 150 days. State securities agent registration (S3 or S66) or ability to obtain within 150 days. Valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H‑1B, F‑1 CPT, F‑1 OPT, TN). Work Environment Employees in this role work in the office five (5) days per week and collaborate face‑to‑face to achieve results. 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