Branch Manager, Ameriprise Financial - Pittsburg, PA

Ameriprise Financial Services, LLC • Sewickley, PA

16h • Hybrid

About The Position

The Branch Manager leads one or more Ameriprise-owned branch offices. This role understands the local market and executes a business plan to grow the branch profitably. The manager grows existing advisor practices through business-plan coaching, recruits new talent, acquires external practices, leads with integrity, and develops a strong office culture to optimize relationships and resources.

The role also provides front-line supervision of sales activities, manages risk to protect client interests, and may maintain or build a personal wealth management practice serving clients through the Ameriprise Client Experience. Employees work in the office at least four days per week, with flexibility to work from home one day per week; some roles may have different or additional in-office expectations.

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 within 150 days.
• Active FINRA Series 24, or Series 9/10, or ability to obtain within 90 days.
• Active State Securities Agent Registration (Series 63 or 66), or ability to obtain within 150 days.
• Active State IAR registration (Series 65 or 66), or ability to obtain within 150 days.
• Active Life and Accident/Health insurance license, or ability to obtain within 150 days.
• Proven success driving business growth.
• Proven leadership skills and ability to motivate an organization to achieve results.
• Demonstrated sales success, including the ability to acquire clients and close business.
• Self-driven and achievement-oriented.
• Ability to execute a playbook to drive results.
• Strong presentation skills.
• P&L expense management and 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 designations, such as CFP.

Responsibilities

• Implement the national recruiting strategy; recruit experienced advisors, generate local-area leads, manage the candidate experience, communicate the branch’s value proposition, and execute onboarding and ramp-up plans.
• Drive profitable organic branch 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.
• Lead with integrity and perform front-line supervision to ensure sales activities reflect clients’ objectives, goals, and risk tolerance.
• Anticipate, manage, and resolve risk items to protect client interests.
• Develop a strong local office culture focused on peer learning, achievement, growth, and continuous development.
• Uphold Ameriprise core values: client focus, integrity, excellence, and giving back to the community.
• Maintain or build a personal wealth management practice, serve clients through the Ameriprise Client Experience, and model effective client service and practice management.

What This Job Offers

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