Complex Director, Ameriprise Financial Advisors - OR/WA Complex
Core
Drive profitable multi-office growth across Oregon and Washington State by managing P&L, implementing strategy, and leading advisor and client acquisition/retention.
Role type
Senior leadership director for financial advisor complex
Builds
Multi-office financial advisory complex in OR/WA
Domain
Financial Services / Wealth Management
Required skills
P&L management, business strategy, team leadership, recruitment, performance coaching, regulatory compliance, client acquisition, data analysis
Preferred skills
Master's degree, CFP designation
Technologies
None stated
Responsibilities
Manage P&L and strategy for multi-office complex; Lead branch and associate managers; Recruit high-quality advisors; Execute onboarding and ramp-up plans; Provide regular coaching and performance reviews; Ensure legal compliance and brand standards; Drive organic growth of key metrics.
Seniority
Senior, hands-on IC