Associate Branch Manager

3 days ago

Boca Raton, 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. This individual will lead, coach, and develop advisors to create a compelling business plan emphasizing growth, client acquisition, financial planning, and retention.

Key Responsibilities
  • Maintain or build a personal wealth management practice serving clients through the Ameriprise Client Experience (ACE). Lead from the front and be a role model for others in how you serve your clients and run your practice.
  • Drive profitable organic growth of the branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience. Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more.
  • Support the branch manager to recruit and onboard high-quality experienced advisors to the branch. Activities may include actively generating leads into the local area pipeline and managing the end-to-end candidate experience. Articulate the Ameriprise and local value proposition to candidates. Execute onboarding and ramp-up plans that drive growth.
  • 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.
  • Lead with integrity. May perform supervision activities, if delegated, to ensure sales activities are appropriately based on client objectives, goals, and risk tolerance. Anticipates, manages, and resolves risk items to ensure the interests of the client.
  • Weekly to bi-weekly 1:1s with advisors in the branch. Biweekly results review with the Branch Manager or Complex Director (key metrics, high-potential advisors, etc.).
Required Qualifications
  • Active Series 7 or ability to obtain within 150 days.
  • Active State securities agent registration (S63 or S66) or ability to obtain within 150 days.
  • State IAR registration (S65 or S66) or ability to obtain within 150 days.
  • Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.
  • Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training.
  • 3+ years of people management experience + 4 years of professional experience.
  • Excellent compliance record and knowledge of compliance requirements.
Preferred Qualifications
  • 3-5 years demonstrated sales success with proven ability to acquire clients and close business.
  • Proven leadership skills and ability to drive & motivate others to achieve results.
  • Business planning and strategic management skills, self-driven and achievement-oriented, and ability to execute a playbook to drive results.
  • Strong presentation skills and the ability to analyze data and reports to determine business opportunities.
  • Relevant industry designations are preferred (e.g. CFP).
About Our Company

We're 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 advise, manage, and protect 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.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Sales

Line of Business

AAG Ameriprise Advisor Group

  • Associate Branch Manager

    4 weeks ago

    Boca Raton, Florida, United States Ameriprise Financial Full time

    About the RoleWe are seeking a highly skilled and experienced Associate Branch Manager to join our team at Ameriprise Financial. As a key member of our leadership team, you will be responsible for driving profitable growth in a small geography or within a large office by leading, coaching, and developing advisors.Key ResponsibilitiesDevelop and execute a...

  • Client Service Associate

    6 days ago

    Boca Raton, Florida, United States Oppenheimer & Co. Full time

    Client Service AssociateOppenheimer & Co. Inc. is a leading middle-market investment bank and full service broker-dealer. We are seeking a highly skilled Client Service Associate to join our Branch office team in Boca Raton, Florida.Key Responsibilities:Provide administrative support, including document creation, maintenance, and editingCalendar management...

  • Client Service Associate

    1 month ago

    Boca Raton, Florida, United States Oppenheimer & Co. Full time

    Client Service AssociateOppenheimer & Co. Inc. is a leading middle-market investment bank and full service broker-dealer with a rich history dating back to 1881. We are seeking a highly skilled Client Service Associate to join our Branch office team in Boca Raton, Florida.Key Responsibilities:Provide administrative support, including document creation,...

  • Financial Services Associate

    6 days ago

    Boca Raton, Florida, United States Oppenheimer & Co. Full time

    Job Title: Registered Client Service AssociateOppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer. We are seeking a highly skilled and detail-oriented Registered Client Service Associate to join our Branch office team in Boca Raton, Florida.Key Responsibilities:Provide administrative support, including document...

  • Dedicated Mortgage Lending Associate

    4 days ago

    Boca Raton, Florida, United States Citigroup Inc Full time

    About the RoleThe Dedicated Mortgage Lending Associate is a key position within Citigroup Inc. responsible for contributing to the formulation and implementation of long and short-term strategic plans to increase market share and maximize opportunities for growth throughout the marketplace.Key ResponsibilitiesDeliver mortgage lending services to clients in...

  • General Manager

    3 weeks ago

    Boca Raton, Florida, United States Castle Group Full time

    Job SummaryWe are seeking a highly skilled and experienced General Manager to join our team at Castle Group. As a key member of our management team, you will be responsible for overseeing the operational, administrative, financial, human resources, maintenance, and security functions of our residential communities.Key ResponsibilitiesSupervise and manage...

  • Onsite Community Association Manager

    5 days ago

    Boca Raton, Florida, United States GRS COMMUNITY MANAGEMENT Full time

    GRS Community Management is seeking a seasoned Community Association Manager to oversee the day-to-day operations of a portfolio of communities in the Boynton Beach area.The ideal candidate will have a strong background in property management, budgeting, and financials, with experience in managing condominiums and HOAs.Responsibilities will include:Managing...

  • Associate Merchandising Manager

    3 weeks ago

    Boca Raton, Florida, United States Epoca International LLC Full time

    Job Title: Associate Merchandising ManagerEpoca International LLC is seeking a highly skilled Associate Merchandising Manager to join our team. As a key member of our merchandising team, you will play a crucial role in curating, developing, and managing a range of home decor products that meet our branding requirements, current trends, and market demand.Key...

  • Regional Director

    4 weeks ago

    Boca Raton, Florida, United States Affinity Management Services LLC Full time

    Job Title: Regional DirectorAt Affinity Management Services LLC, we are seeking a highly skilled and experienced Regional Director to join our team. As a Regional Director, you will play a pivotal role in cultivating positive relationships with the association's board of directors, providing comprehensive assistance to unit owners, and overseeing vendor...

  • Regional Director

    3 weeks ago

    Boca Raton, Florida, United States Affinity Management Services LLC Full time

    Job Title: Regional DirectorAt Affinity Management Services LLC, we are seeking a highly skilled and experienced Regional Director to join our team. As a Regional Director, you will play a pivotal role in cultivating positive relationships with the association's board of directors, providing comprehensive assistance to unit owners, and overseeing vendor...

  • Inventory Management Associate

    1 month ago

    Boca Raton, Florida, United States Trulieve Full time

    Job Summary:The Associate Inventory Manager is responsible for assisting the General Manager in maintaining 100% accuracy of the store's inventory. This role oversees the preparation and processing of product and patient transfers daily, making recommendations for product overages and shortages. The Inventory Management Associate must maintain inventory in...

  • Wealth Management Associate

    6 days ago

    Boca Raton, Florida, United States Judson Group Full time

    Judson Group is seeking a highly skilled Associate Wealth Manager to join their team. This individual will play a key role in helping the firm grow and expand its client base.The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, and supporting client meetings. They will...

  • Regional Director

    5 days ago

    Boca Raton, Florida, United States Affinity Management Full time

    Job Title: Regional DirectorWe are seeking a highly skilled and experienced Regional Director to join our team at Affinity Management Services. As a Regional Director, you will play a pivotal role in cultivating positive relationships with the association's board of directors, providing comprehensive assistance to unit owners, and overseeing vendor relations...

  • Associate Merchandising Manager

    4 weeks ago

    Boca Raton, Florida, United States Epoca International LLC Full time

    Job Title: Associate Merchandising ManagerEpoca International LLC is a leading designer and distributor of consumer houseware products. We are seeking an experienced Associate Merchandising Manager to join our team and contribute to the success of our business.Job Summary:The Associate Merchandising Manager will play a key role in supporting the...

  • Service Operations Director

    2 weeks ago

    Boca Raton, Florida, United States Valet Living Full time

    Operations ManagerAs a key member of our Branch team, you will play a vital role in overseeing the service operations of our multi-family client. Reporting directly to the Branch Manager, you will be responsible for ensuring the smooth delivery of our make-ready, add-on, and renovation services.Key Responsibilities:Oversee the daily operations of our service...

  • Compensation and HR Manager

    4 weeks ago

    Boca Raton, Florida, United States Michael Aaron Staffing, LLC Full time

    Compensation and Human Resources ManagerMichael Aaron Staffing, LLC is seeking a highly skilled Compensation and Human Resources Manager to join our team. As a key member of our HR department, you will be responsible for leading a team of HR professionals and overseeing the administration of human resource programs, including compensation, HRIS/data...

  • Associate Merchandising Manager

    4 weeks ago

    Boca Raton, Florida, United States Epoca International LLC Full time

    Job Title: Associate Merchandising ManagerEpoca International LLC is a leading designer and distributor of consumer houseware products. We are seeking an experienced Associate Merchandising Manager to join our team and contribute to the success of our home decor business.Key Responsibilities:Develop and execute merchandising strategies for home decor...

  • Financial Representative

    3 weeks ago

    Boca Raton, Florida, United States Fidelity TalentSource LLC Full time

    Job Summary:Fidelity TalentSource LLC is seeking a skilled Financial Representative to join our team. As a key member of our branch, you will play a vital role in building strong relationships with our clients and driving business growth.About the Role:We are looking for a highly motivated and customer-focused individual who can provide exceptional service...

  • Litigation Associate

    3 weeks ago

    Boca Raton, Florida, United States Distinct | North America Full time

    Job Title: Litigation AssociateWe are seeking a skilled and motivated Litigation Associate to join our legal team at Distinct | North America. As a Litigation Associate, you will be responsible for assisting with various aspects of litigation cases, including legal research, drafting legal documents, and representing clients in court.Responsibilities:Conduct...

  • Litigation Associate

    4 weeks ago

    Boca Raton, Florida, United States Distinct | North America Full time

    Job Title: Litigation AssociateWe are seeking a skilled and motivated Litigation Associate to join our legal team at Distinct | North America. As a Litigation Associate, you will be responsible for assisting with various aspects of litigation cases, including legal research, drafting legal documents, and representing clients in court.Key...