Branch Manager, Ameriprise Financial - Pittsburg, PA

Ameriprise•Sewickley, PA

3d•Hybrid

About The Position

The Branch Manager leads one or more Ameriprise-owned branch offices. The role is responsible for understanding the local market and executing a plan to grow the branch profitably. This includes coaching advisor practices on key revenue drivers, recruiting and acquiring external practices, leading with integrity, and developing a strong office culture to optimize relationships and resources. The Branch Manager implements the national recruiting strategy, recruits experienced advisors, develops the branch’s value proposition, and manages candidate experience, onboarding, and ramp-up. The role drives profitable organic growth through leadership, coaching, and delivery of the Ameriprise Client Experience. It also provides front-line supervision of sales activities, manages risk to protect client interests, and fosters peer learning, achievement, and continuous development. The manager maintains or builds a personal wealth management practice and serves as a role model for client service and practice management. This is a full-time, exempt position. 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 additional or different in-office expectations.

Requirements

Bachelor’s degree or equivalent.
3–5 years of relevant work experience.
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.
Leadership skills and ability to motivate an organization to achieve results.
Demonstrated sales success, including 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 skills and ability to analyze data and reports to determine business opportunities.
Ability to develop networks within the community.
Excellent compliance record.
Must have 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 and recruit high-quality experienced advisors to the branch.
Generate leads for the local-area pipeline and manage the end-to-end candidate experience.
Develop and communicate the branch’s unique value proposition to candidates.
Execute onboarding and ramp-up plans that drive growth.
Drive profitable organic branch growth through active leadership, coaching, and delivery of the Ameriprise Client Experience.
Inspect results regularly and provide systematic coaching on business planning, client acquisition, advice, investment solutions, and external practice acquisition.
Lead the branch with integrity and perform front-line supervision to ensure sales activities align with client objectives, goals, and risk tolerance.
Anticipate, manage, and resolve risk items to protect client interests.
Develop a strong local office culture that encourages peer learning, achievement, growth, and continuous development.
Uphold Ameriprise core values: client focus, integrity, excellence, and giving back to local communities.
Maintain or build a personal wealth management practice and serve clients through the Ameriprise Client Experience.
Model effective client service and practice management for others.
Manage branch P&L expenses and analyze data and reports to identify business opportunities.
Obtain and maintain appropriate registrations to oversee broker/dealer operations and develop advisor training.