Complex Director, Ameriprise Financial Services - Michigan Complex
Core
Drive profitable multi-office growth across a defined geography by managing P&L, implementing strategy, and leading advisor/client acquisition and retention.
Role type
Senior leadership director for a financial services complex
Builds
Branch offices and advisor teams within a specific geographic complex
Domain
Financial services / Wealth management
Required skills
P&L management, business strategy, team leadership, recruitment, client acquisition, regulatory compliance, performance coaching, data analysis, executive presence
Preferred skills
Master's degree, CFP designation
Technologies
None stated
Responsibilities
Manage P&L and drive profitable growth for the complex; Lead branch and associate managers; Recruit high-quality advisors; Execute onboarding and ramp-up plans; Conduct regular performance reviews and coaching; Ensure legal and compliant organization; Maintain brand standards and client satisfaction.
Seniority
Senior, hands-on IC