Ameriprise Financial
Registered Operations Leader
Raleigh, North Carolina · Senior · Part-time
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About the role
- Do you have leadership experience and want to advance your career with an industry-leading firm?
- If so, we want you to join our team as a Registered Operations Leader!
- Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty.
Responsibilities
- Manage activities that support business results, revenue growth, client experience and efficiencies in practice.
- Manage resources to achieve business results, including revenue and client acquisition targets.
- Partner with Branch Manager to ensure advisor business plans are completed and marketing events are tracked and measured.
- Build, manage, track and analyze reports and branch vitals.
- Review advisor expense reports, branch P & L, budgeting, reporting/correcting errors, identify and implement expense reduction opportunities.
- Partner with Registered Principal to ensure compliance support is established and training needs are met.
- Lead real estate and facilities initiatives.
- Lead, coach, mentor and provide performance management for direct reports. Partner with Senior Operations Leader and Regional Director of Operations to determine staffing needs
- Lead, coach, mentor and provide performance management for direct reports. Partner with Senior Operations Leader and Regional Director of Operations to determine staffing needs; request, hire and allocate staff. Conduct 1:1s with staff.
- Ability to manage multiple priorities in a fast-paced environment with little or no supervision and strong organizational/time management skills.
Requirements
- Bachelors degree or equivalent.
- 7 years relevant experience required.
- Series 7 or ability to obtain within 150 days.
- State securities agent registration (S63 or S66) or ability to obtain within 150 days.
- Previous successful supervisory experience including knowledge of HR policies and labor laws.
- demonstrated ability to motivate team members to delivery results.
Company info
- About Our Company
- We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024.
- Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients.
- We are a longstanding 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, 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.
Visa & Work Authorization
- age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law
This listing is sourced directly from Ameriprise Financial's careers page and normalized into a canonical job model.