Registered Operations Leader - Ameriprise Financial Advisors - Brookfield WI
Core
Manage branch staff, support advisors in client servicing, and oversee operational processes to drive business results and client experience.
Role type
Senior operations leader (financial services)
Builds
Operational efficiency, client acquisition, and branch performance
Domain
Financial services / Wealth management
Required skills
Leadership, financial planning knowledge, regulatory compliance, budgeting, HR management, data analysis, process optimization
Preferred skills
Series 7 license, state securities registration, real estate management
Technologies
Standard business software applications
Responsibilities
Manage branch staff and performance; assist advisors with client servicing and transactions; build and analyze branch reports; lead compliance and training initiatives; manage budgeting and expense reduction.
Seniority
Senior, hands-on IC