Ameriprise Financial
Registered Operations Leader - Ameriprise Financial Advisors - Grand Rapids, MI
Grand Rapids, Michigan · Part-time
No sponsorshipDetected 26 days ago
BudgetingPerformance ManagementResearchLeadershipCommunicationCollaborationTime 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.
- Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
- Do you have leadership experience and want to advance your career with an industry-leading firm?
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 a client-centric, relationship-based business.
Equal opportunity
- 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
- Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
Apply directly at Ameriprise Financial →Create a free account for alerts like thisView Ameriprise Financial immigration profile
This listing is sourced directly from Ameriprise Financial's careers page and normalized into a canonical job model.