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Financial Services Leader

2 months ago

Orlando, Florida, United States Ameriprise Financial Full time
About the Role

The Associate Branch Manager will play a key role in driving profitable growth in a small geography or within a large office by leading, coaching, and developing financial advisors. This individual will be responsible for creating a compelling business plan that emphasizes growth, client acquisition, financial planning, and retention.

Key Responsibilities
  • Client Acquisition and Retention: Maintain or build a personal wealth management practice serving clients through the Ameriprise Client Experience (ACE). Lead by example and be a role model for others in how you serve your clients and run your practice.
  • Branch Growth and Development: Drive profitable organic growth of the branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience. Regularly inspect results and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more.
  • Recruitment and Onboarding: Support the branch manager to recruit and onboard high-quality experienced advisors to the branch. Activities may include generating leads into the local area pipeline and managing the end-to-end candidate experience. Articulate the Ameriprise and local value proposition to candidates and execute onboarding and ramp-up plans that drive growth.
  • Culture and Values: Contribute to a strong local office culture, including a culture of peer learning and comradery; achievement orientation; growth and continuous development. Ensure Ameriprise core values are upheld - client focus, integrity always, excellence in all we do, and respect for the communities in which we live and work.
  • Leadership and Risk Management: Lead with integrity and may perform supervision activities, if delegated, to ensure sales activities are appropriately based on client objectives, goals, and risk tolerance. Anticipate, manage, and resolve risk items to ensure the interests of the client.
  • Regular Meetings and Reviews: Conduct weekly to bi-weekly 1:1s with advisors in the branch and biweekly results review with the Branch Manager or Complex Director (key metrics, high-potential advisors, etc.).
Requirements
  • Professional Certifications: Active Series 7 or ability to obtain within 150 days.
  • State Securities Registration: Active State securities agent registration (S63 or S66) or ability to obtain within 150 days.
  • State IAR Registration: State IAR registration (S65 or S66) or ability to obtain within 150 days.
  • Life, Accident, and Health Licenses: Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.
  • Compliance Knowledge: Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training.
  • Leadership Experience: 3+ years of people management experience + 4 years of professional experience.
  • Compliance Record: Excellent compliance record and knowledge of compliance requirements.
Preferred Qualifications
  • Demonstrated Sales Success: 3-5 years demonstrated sales success with proven ability to acquire clients and close business.
  • Leadership Skills: Proven leadership skills and ability to drive & motivate others to achieve results.
  • Business Planning and Strategic Management: Business planning and strategic management skills, self-driven and achievement-oriented, and ability to execute a playbook to drive results.
  • Presentation Skills: Strong presentation skills and the ability to analyze data and reports to determine business opportunities.
  • Industry Designations: Relevant industry designations are preferred (e.g. CFP).
About Our Company

Ameriprise Financial is a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advises, manages, and protects the assets and income of more than 2 million individual, small business, and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager, and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments, and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions, and communities around the world.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status, or any other basis prohibited by law.