Complex Director, Ameriprise Financial Advisors - OR/WA Complex
$100k - $120kAmeriprise Financial Services, Inc.
About Our CompanyWe’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 and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.Job DescriptionThe Complex Director seeks to drive profitable multi-office growth across the Oregon and Washington State geography (i.e., complex) by creating a compelling business plan emphasizing profitable growth through effective management of P&L, implementing sound strategy and growth through advisor and client acquisition, retention, tenure, and productivity. The Complex Director will drive revenue and asset growth, effectively segmenting the needs and prioritizing the opportunities of the complex, developing high-performing branch and associate managers, and optimizing resources across the complex including strong partnerships across the operations team.Key ResponsibilitiesAccountable for own branch and branches within the Oregon and Washington State complex.Lead branch and associate managers, advisors, and build strong partnerships with operations staff and other resources that support the complex.Lead from the front by demonstrating effective strategies, demonstrate appropriate leadership competencies and executing the playbook to drive results.Understand skills of branch managers and leverage talents to drive performance. Develop and execute performance improvement plans when necessary.Implement national recruiting strategy. Lead branch managers and recruiting partners to execute.Recruit high quality experienced advisors and novice advisors to your branch and complex.Actively generate leads into local area pipeline and manage the end-to-end candidate experience.Understand the Ameriprise value proposition, develop branch’s unique value proposition, and articulate each to candidates.Execute on onboarding and ramp-up plans that drives growth.Drive profitable organic growth of the complex and branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience.Inspect results regularly and provide regular coaching to branch managers and advisors in your branch on business planning, client acquisition, advice, investment solutions, external practice acquisition, and more.Lead the complex with integrity.Ensure brand standards, client service and client satisfaction are met.Maintain a legal and compliant organization.Perform front-line supervision and second level supervision activities 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 culture, including a culture of peer learning and comradery; 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.Quarterly Periodic Business Reviews with Branch Leader and Regional Sales Leader. Monthly results review with Branch Leader.Weekly to bi-weekly 1:1s with Level II+ advisors.Bi-weekly results review with branch managers.Monthly reviews with branch and complex support staff.Weekly visits to branches within complex.Required QualificationsBachelor’s degree or equivalent (4-years).Experience: 7-10 years of relevant experience.Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and 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.7-10 years of professional experience.Self-driven and achievement oriented.Ability to execute a predefined playbook to drive results, and lead others to do the same. 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.Preferred QualificationsMaster’s degree and/or relevant industry designations preferred (e.g., CFP).Visa SponsorshipApplicants must have a 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).In-Office CollaborationWe are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.Base Pay SalaryThe estimated base salary for this role is $100,000-120,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.Full-Time/Part-TimeFull timeExempt/Non-ExemptExemptJob Family GroupSalesLine of Business AAG Ameriprise Advisor GroupAmeriprise 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.SummaryLocation: 07182 Seattle (P1); Seattle, Washington; Portland, OregonType: Full time
$145.6k - $270.4k
...with administrative decision makers, clinical, operational, and financial partners to optimize pathways, transitions of care, treatment... ...specialty buy-and-bill. We also welcome candidates from other complex environments such as medical devices, diagnostics, life sciences...SuggestedFull timeLocal areaRemote workVisa sponsorshipRelocation package- ...architecture product platform and top resources in the financial industry, while you nurture relationships with... ...and hold appropriate state registrations, OR ability to acquire Series 66 upon hireAbility to present complex solutions to a knowledgeable client base while building...SuggestedFull time
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...Description The Financial Advisor at Addison Avenue Investment Services, a division of First... ...relationships Proficiency with basic to complex mathematical calculations Working... ...Based out of the Cornell Experience Center OR Cedar Hills Experience Center |...SuggestedWork at officeImmediate start$85k - $145k
Job Summary The Wealth Advisor focuses on deepening relationships with an established base... ...experts to help clients achieve their financial goals. Unlike other firms, Mercer has a... ...defined financial objectives. Communicates complex financial solutions to clients,...SuggestedTemporary workWork at officeLocal areaRemote workMonday to Friday$15 per hour
...a common purpose to help make financial lives better through the power... ...next generation of Financial Advisors—those with a passion for growing... ...a client’s entire and complex financial picture, and then guide... ...Transparency details US - WA - Gig Harbor - 4815 Point Fosdick...SuggestedWork at officeImmediate startShift workDay shift$10k - $49.99k
...Alternate titles: Financial Advisor Trainee Seattle Insurance Agent Career... ...Bellevue Location: Seattle, WA Bellevue, WA Tacoma, WA Spokane... ...navigate life’s financial complexities with confidence and clarity.... ...Senior Associate → Managing Director career path #J-18808-Ljbffr...Contract workFor contractorsTraineeshipSelf employmentWork at officeLocal areaFlexible hours$184.8k - $277.2k
...the TeamThe Revenue Operations Director, Global oCFO will act as the... ...and proven success navigating complex, matrixed SaaS organizations.About... ...; USA, TX, Frisco; USA, WA, Seattle; USA, MA, Boston; USA... ...USA, UT, Salt Lake City; USA, OR, Beaverton; USA, GA, Atlanta;...Full timeWork at officeRemote workHome officeFlexible hours$66.85k - $100.28k
...the Washington Trust Bank footprint of WA, ID and OR. Regular, reliable attendance is required... ...proven competence with large, complex SBA loan projects. Knowledge of SBA Standard... ...and structure, product knowledge, and financial analysis. Knowledge of government regulations...Self employmentLive inLocal area$95.4k - $163.2k
...oversee internal controls over financial reporting, subsidiary... ...information technology systems for a complex, high-growth stage, multi-disciplinary... ...163,200.00 USD annually USA, OR, Portland - 95,400.00 - 163,20... ...163,200.00 USD annually USA, WA, Seattle - 95,400.00 - 163,200...Ongoing contractLocal areaFlexible hours$108.91k - $136.14k
...proactively prevent violationsProvide compliance guidance to customs brokers, operations teams, and trade professionalsReview and approve complex customs issues, including classification, valuation, FTAs, AD/CVD, and special programsSupport client onboarding by assessing...Contract workTemporary workWork at officeFlexible hours$101.2k - $136.9k
Senior Strategic Financial AnalystHybrid role (3 days/week in office) at our Portland, Medford... ...solutions and develops alternatives to complex problems.· Broad perspective applied to... ..., ID; Salt Lake City, UT; Medford, OR; Renton, WA; Lewiston, ID; Spokane, WA; Fargo, ND;...Full timeWork at officeImmediate startWork from homeFlexible hours3 days per week$84.2k - $113.9k
...Every day, Cambia’s dedicated team of Financial Analysts is living our mission to... ...and develops alternatives to complex problems.Broad perspective applied... ...Policy.SummaryLocation: Portland, OR; Salt Lake City, UT; Medford, OR; Renton, WA; Lewiston, ID; Boise, ID; Burlington...Full timeWork at officeImmediate startWork from homeFlexible hours3 days per week$100k - $150k
...Job Description The Director of Financial Planning & Analysis will be responsible for budgeting, analyzing... ..., Sumner, Spokane, or Vancouver, WA or Boise, ID. Annual Salary: $100,000 -... ...process to increase accuracy and reduce complexity. Process improvement will include...Work at office$110k
Sr. Credit Analyst – To $110K – Portland, OR – Job # 3039 Who We Are The Symicor... ...candidate will be responsible for analyzing the financial information of persons or companies to... ...in lending money to them. ~Analyzing complex CRE/C&I commercial financial statements for...- ...guided by a common purpose to help make financial lives better through the power of every... ...impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ...relationships to considering a client’s complex financial picture and guiding them with...Full timeWork at officeImmediate startShift workDay shift
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.... ...is comfortable engaging all clients.• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.•...Full timeTemporary workWork at officeImmediate startShift workDay shift
$28.85 - $33.65 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...results-driven mindset while prioritizing client's interest in a complex, fast-paced environmentExecutes multiple tasks...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursDay shift$100.1k - $202.8k
...in Denver CO or Phoenix AZ or Seattle WA or Portland OR or Dallas TX or Pittsburgh PA or Chicago... ...with moderate levels of risk and complexity of needs. Generally works with a moderate... ...share of wallet. Handles the origination, financial analysis, negotiation and...Full timeTemporary workPart timeWork experience placementWork at office- ...of experience to join its Corporate Practice Group in Portland, OR. The associate will engage in structuring, negotiating, and documenting... ...offices and practice groups. Engage directly with clients on complex transactions. Requirements Experience with secured and unsecured...
$77k - $214k
...individuals help businesses navigate complex tax regulations and optimise... .... You will review and analyse financial data, prepare and file tax... ...Francisco; CA-Silicon Valley; WA-Seattle; FL-Tampa; GA-Atlanta;... ...Hartford; PA-Pittsburgh; TX-Houston; OR-PortlandType: Full timeFull timeSecond jobH1b- ...Assistant Controller supports the Finance Director and Chief Financial Officer in overseeing accounting... ...Review journal entries, accruals, and complex accounting transactions for completeness... ...ourAffirmative Action Policy ( Job Locations US-OR-Portland ID 2026-51471 Company...Full timeWork at officeMonday to FridayFlexible hours
- ...organization local to Portland, OR serving underserved patients... ...Department: Administrative Reports To: Director of Finance Work Type: Hybrid... ...Controller supports the financial integrity, compliance, and... ...personnel data Ability to analyze complex financial and grant data...Full timeWork at officeLocal area
$57.5k - $106.5k
...Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive... ...within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or...Part timeLocal area- ...of 66) licenses. Has two years’ experience working in the financial service industry and/or a sales environment where goals were met... ...comfortable engaging all clients. Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment....Immediate start
$90k - $110k
...seek to perfect our craft of personalized financial planning with our team-based Roundtable... ...in Oregon is looking for a Financial Advisor working as part of an advisory team to... ...assist senior advisors with management of complex clients to the WEG planning-based standard...Full timeTemporary workWork at officeFlexible hours$119.5k - $329.5k
...respond rapidly to dynamic and complex situations.At FTI Consulting,... ...complex technical accounting, financial reporting, and compliance issues... ...& Accounting Advisory Senior Director, you will supervise the day-to... ..., DC; Dallas, TX; Portland, OR; Atlanta, GA; Los Angeles, CA;...Full timeWork at office$125k - $175k
...Overview Aldrich CPAs and Advisors is looking for an International... ...investments. You'll dive into complex international tax matters and... ...preference for candidates based in OR, WA, or CA with the ability to... ...goals. Manage risk and financial performance of engagements including...16 hoursSeasonal workLocal areaFlexible hours- ...orientation, marital status or age.PRIMARY PURPOSEThe Associate Director of Financial Aid for GSEC & LAW within the Office of Financial Aid... ...must excel at managing relationships across campus, managing complex financial aid cases, maintaining compliance with federal regulations...Local areaImmediate startRemote work
$94.9k - $100.2k
Job Summary The Financial Analyst plays a key role in global financial planning and analysis... ...and other stakeholders, translating complex data into actionable insights. * Researches... ...Hybrid This role is based in the Portland, OR area and follows a hybrid work model....Full timeWork at office$160.7k - $365.24k
...some of the world’s most critical and complex issues, including retirement funding and... ...consulting, healthcare, life insurance and financial services, and property and casualty... ...LocationThis position is based in Portland, OR, Seattle, WA, Orange County, CA, Walnut Creek, CA,...Full timeTemporary workWork experience placementWork at officeLocal areaWorldwideFlexible hours
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