Registered Operations Leader - Ameriprise Financial Advisors - Brookfield WI
Core
Manage branch operations, support financial advisors in client servicing, and lead a team of Client Service Associates to drive business results and client experience.
Role type
Senior IC operations leader (financial services)
Builds
Operational processes, client service support, branch reporting, and team management
Domain
Financial services / Wealth management
Required skills
Leadership and team management, financial planning support, investment research, trade execution, budgeting and expense analysis, compliance support, real estate and facilities management, hiring and staffing, performance management, business reporting and analytics
Preferred skills
None stated
Technologies
Standard business software applications
Responsibilities
Manage branch staff and partner with advisors to achieve revenue and client acquisition targets; Assist advisors in client meetings, financial plan preparation, and transaction processing; Build, manage, and analyze branch reports and vitals including P&L and budgeting; Lead, coach, and mentor direct reports while managing hiring and allocation; Partner with leadership on compliance, training, and real estate initiatives
Seniority
Senior, hands-on IC