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Operations Leadership Executive

2 months ago

Tacoma, Washington, United States Ameriprise Financial Full time

Are you ready to elevate your career in operations management?

Join our esteemed team at Ameriprise Financial, a recognized leader in financial services, where your leadership expertise can shine. As an Operations Leadership Executive, you will oversee crucial operational functions that align with our strategic goals and support our advisors in delivering exceptional client service.

Key Responsibilities:

  • Direct activities that enhance business performance, drive revenue growth, and improve client satisfaction. Collaborate with the Branch Manager to ensure that advisor business strategies are effectively executed and marketing initiatives are monitored.
  • Support advisors in client engagement by preparing comprehensive financial plans, conducting thorough investment analysis, and facilitating trades and transactions. Manage client meeting logistics, including scheduling, agenda preparation, and follow-up processes.
  • Analyze and manage branch performance metrics. Review financial reports, monitor budgeting processes, and identify opportunities for cost efficiency. Work alongside the Registered Principal to ensure compliance standards are met and training requirements are fulfilled.
  • Lead, mentor, and provide performance feedback to your team. Collaborate with senior leadership to assess staffing needs and oversee the recruitment and allocation of personnel.

Required Qualifications:

  • Bachelor's degree or equivalent experience.
  • 5 - 7 years of relevant operational management experience.
  • Possession of Series 7 license or the ability to obtain it within a specified timeframe.
  • State securities agent registration (S63 or S66) or the ability to obtain it within a specified timeframe.
  • Demonstrated supervisory experience with a solid understanding of HR policies and labor regulations.
  • Exceptional written and verbal communication skills, with a proven ability to inspire team performance.
  • Strong organizational skills and the ability to manage multiple priorities in a dynamic environment.
  • Detail-oriented with robust analytical and mathematical skills.
  • Proficient in standard business software applications and able to work collaboratively within a team.

About Ameriprise Financial:
We are a leading financial services organization with a diverse portfolio managing over $1 trillion in assets. Our dedicated team of professionals serves millions of clients worldwide, providing tailored financial advice and solutions. At Ameriprise Financial, we are committed to fostering meaningful careers and making a positive impact in the communities we serve.