Ameriprise Financial

Ameriprise Financial

Registered Operations Leader

Raleigh, North Carolina · Part-time

Sponsorship not specifiedDetected 21 days ago
BudgetingPerformance ManagementResearchLeadershipCommunicationTime ManagementMentoring

About the role

  • Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients.
  • 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.
  • If so, we want you to join our team as a Registered Operations Leader!

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.
  • We are a longstanding leader in financial planning and advice, a global asset manager and an insurer.
  • Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
  • We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities.

Equal opportunity

  • Ameriprise Financial is an equal opportunity employer.
  • If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

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.