Branch Manager

Ameriprise • Columbus, OH

13d • Hybrid

About The Position

The Branch Manager leads one or more Ameriprise-owned branch offices. The role requires understanding the local market and executing a business plan to grow the branch profitably. The manager develops existing advisor practices through business-plan coaching, recruits experienced advisors and acquires external practices, leads with integrity, and builds a strong office culture. The position also maintains or builds a personal wealth management practice serving clients through the Ameriprise Client Experience.

This is a full-time, exempt sales role. Employees work in the office at least four days per week, with the flexibility to work from home one day per week; some roles may have different or additional in-office expectations. The estimated base salary is $43,888 per year, with compensation potentially including variable pay such as bonuses, commissions, and/or long-term incentives. Applicants must have U.S. work authorization that does not require current or future visa sponsorship.

Requirements

• Bachelor’s degree or equivalent.
• 3–5 years of relevant work experience.
• Obtain and maintain appropriate registrations to oversee broker/dealer operations and develop advisor training.
• Active FINRA Series 7, or ability to obtain it within 150 days.
• Active FINRA Series 24, or Series 9/10, or ability to obtain it within 90 days.
• Active State Securities Agent Registration (Series 63 or 66), or ability to obtain it within 150 days.
• Active State IAR registration (Series 65 or 66), or ability to obtain it within 150 days.
• Active Life and Accident/Health insurance license, or ability to obtain it within 150 days.
• Proven success driving business growth and demonstrated leadership ability to motivate an organization and achieve results.
• Demonstrated sales success, including the ability to acquire clients and close business.
• Self-driven and achievement-oriented, with the ability to execute a playbook to drive results.
• Strong presentation skills.
• P&L expense management skills and the ability to analyze data and reports to identify business opportunities.
• Knowledge of and ability to develop networks within the community.
• Excellent compliance record.
• Valid U.S. work authorization that does not now or in the future require visa sponsorship.

Nice To Haves

• Master’s degree.
• Relevant industry designation, such as CFP.

Responsibilities

• Implement the national recruiting strategy and recruit high-quality, experienced advisors to the branch.
• Generate local-area recruiting leads, manage the end-to-end candidate experience, and develop and communicate the branch’s value proposition to candidates.
• Execute onboarding and ramp-up plans that drive growth.
• Drive profitable organic growth through active leadership, coaching, and delivery of the Ameriprise Client Experience.
• Regularly inspect results and coach advisors on business planning, client acquisition, advice, investment solutions, and external practice acquisition.
• Provide front-line supervision to ensure sales activities are appropriately based on client objectives, goals, and risk tolerance.
• Anticipate, manage, and resolve risk items to protect client interests.
• Develop a local office culture that promotes peer learning, camaraderie, achievement, growth, and continuous development.
• Uphold Ameriprise core values: client focus, integrity, excellence, and giving back to the communities where employees live and work.
• Maintain or build a personal wealth management practice, lead by example, and serve clients through the Ameriprise Client Experience.

Benefits

• Vacation time
• Sick time
• 401(k)
• Health insurance
• Dental insurance
• Life insurance
• Potential eligibility for variable pay, including bonuses, commissions, and/or long-term incentives

What This Job Offers

• Job Type: Full-time
• Career Level: Manager