Branch Manager, Ameriprise Financial Advisors - Pepper Pike or Westlake OH

Ameriprise Financial Services, LLC • Pepper Pike, OH

10d • Hybrid

About The Position

The Branch Manager leads one or more Ameriprise-owned branch offices and is responsible for understanding the local market and executing a plan to grow the branch profitably. The role focuses on developing existing advisor practices, recruiting and onboarding experienced advisors, and acquiring external practices. The Branch Manager leads with integrity and builds an office culture that optimizes relationships and resources.

The role also includes front-line supervision of sales activities to ensure they reflect clients’ objectives, goals, and risk tolerance. The Branch Manager coaches advisors on business planning, client acquisition, advice, investment solutions, and other growth drivers; monitors results; and manages risk to protect clients’ interests. The manager may also maintain or build a personal wealth-management practice and model the Ameriprise Client Experience.

Requirements

• Bachelor’s degree or equivalent.
• 3–5 years of relevant work experience.
• 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 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.
• Proven leadership skills and ability to drive and motivate an organization to achieve results.
• Demonstrated sales success and proven 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.
• 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 and/or 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 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.
• Regularly inspect results and coach advisors on ongoing 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 strong local office culture, including peer learning, camaraderie, achievement, growth, and continuous development.
• Ensure Ameriprise core values are upheld.
• Maintain or build a personal wealth-management practice serving clients through the Ameriprise Client Experience, and serve as a role model for client service and practice management.

Benefits

• Vacation time
• Sick time
• 401(k)
• Health insurance
• Dental insurance
• Life insurance
• Variable pay may include bonuses, commissions, and/or long-term incentives, depending on the role.

What This Job Offers

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