Registered Operations Leader - Ameriprise Financial Advisors - Grand Rapids, MI
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 (branch management)
Builds
Branch operations, client service workflows, and advisor productivity
Domain
Financial Services / Wealth Management
Required skills
Leadership, performance management, budgeting, financial planning support, compliance, real estate/facilities management, HR policies, labor laws, analytical skills, process optimization
Preferred skills
Series 7 license, State securities agent registration (S63/S66), supervisory experience
Technologies
Standard business software applications
Responsibilities
Manage branch staff and advisor support activities; Build, track, and analyze branch reports and vitals; Lead coaching, mentoring, and performance management for direct reports; Partner with leadership on staffing, hiring, and allocation; Ensure compliance support and training needs are met; Oversee real estate and facilities initiatives.
Seniority
Senior, hands-on IC with team leadership