Associate Branch Manager, Ameriprise Financial Advisors - New Orleans, LA

Ameriprise Financial Services, LLC•New Orleans, LA

7d•Hybrid

About The Position

The Associate Branch Manager (ABM) helps drive profitable growth in a small geography or within a large office by leading, coaching, and developing advisors. The role is responsible for creating a compelling business plan emphasizing growth, client acquisition, financial planning, and retention. The ABM works to drive revenue and asset growth while optimizing resources for advisors in consideration of local demographics, advisor abilities, and prudent use of resources. The position maintains or builds a personal wealth management practice serving clients through the Ameriprise Client Experience (ACE), and leads by example in client service and practice management. It supports advisor recruitment and onboarding, contributes to a strong local office culture, and may perform delegated supervision activities to ensure sales activities are based appropriately on client objectives, goals, and risk tolerance. The position is based in an in-office collaboration model: employees work in the office at least four days per week, with flexibility to work from home one day per week.

Requirements

Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training.
Active FINRA Series 7 registration, or ability to obtain it within 150 days.
Active State Securities Agent Registration (Series 63 or 66), or ability to obtain it within 150 days.
Active Life, Accident/Health, and Variable Contracts insurance licenses, or ability to obtain them within 150 days.
Maintain Investment Advisor Representative registration in investment-advisor-representative states where the employee has a place of business (Series 65 or 66), or ability to obtain it within 150 days.
At least 3 years of people-management experience and 4 years of professional experience.
Excellent compliance record and knowledge of compliance requirements.
Valid U.S. work authorization that does not now or in the future require visa sponsorship.

Nice To Haves

3–5 years of demonstrated sales success, with proven ability to acquire clients and close business.
Proven leadership skills and ability to drive and motivate others to achieve results.
Business planning and strategic management skills; self-driven, achievement-oriented approach and ability to execute a playbook to drive results.
Strong presentation skills and ability to analyze data and reports to determine business opportunities.
Relevant industry designations, such as CFP.

Responsibilities

Maintain or build a personal wealth management practice serving clients through the Ameriprise Client Experience (ACE), and model effective client service and practice management.
Drive profitable organic growth in branch-office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience.
Regularly inspect results and systematically coach branch advisors on business planning, client acquisition, advice, investment solutions, external practice acquisition, and other business areas.
Support the branch manager in recruiting and onboarding experienced advisors, including generating local-area candidate leads, managing the candidate experience, presenting the Ameriprise and local value proposition, and executing onboarding and ramp-up plans.
Contribute to local office culture, including peer learning, camaraderie, achievement, growth, and continuous development.
Uphold Ameriprise core values: client focus, integrity, excellence, and respect for the communities in which the company operates.
Lead with integrity and, when delegated, perform supervision activities to ensure sales activities appropriately reflect client objectives, goals, and risk tolerance.
Anticipate, manage, and resolve risk items to protect client interests.
Hold weekly to biweekly one-on-one meetings with branch advisors.
Conduct biweekly results reviews with the Branch Manager or Complex Director, covering key metrics and high-potential advisors.