Registered Operations Leader - Ameriprise Financial Advisors - Overland Park, KS
Core
Manage operational processes, branch staff, and advisor support to drive business results, revenue growth, and client experience in a financial advisory environment.
Role type
Senior Operations Leader (Financial Services)
Builds
Operational efficiency, client service workflows, and branch performance metrics
Domain
Financial Services / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Leadership and team management, financial planning and investment research, budgeting and expense analysis, compliance support, real estate and facilities management, HR policies and labor law knowledge, data analysis and reporting, process optimization
Preferred skills
None stated
Technologies
Standard business software applications
Responsibilities
Manage branch staff and advisor support activities; assist advisors in client servicing and transaction processing; build and analyze branch performance reports; lead coaching, mentoring, and performance management for direct reports
Seniority
Senior, hands-on IC