Branch Manager

Ameriprise Financial Services, LLC • Columbus, OH

19d • Hybrid

About The Position

The Branch Manager leads one or more Ameriprise-owned branch offices, understands the local market, and executes a business plan to grow the branch profitably. The role focuses on growing existing advisor practices through business-plan coaching, recruiting experienced advisors, acquiring external practices, leading with integrity, and developing a strong office culture. The Branch Manager also maintains or builds a personal wealth management practice and serves 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 additional or different in-office expectations, which will be discussed during the hiring process. The estimated base salary is $43,888 per year. Total compensation may vary based on job-related knowledge, skills, experience, and location; eligible roles may also receive variable pay such as bonuses, commissions, or long-term incentives.

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 license, 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 motivate an organization to achieve results.
• Demonstrated sales success and 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 experience 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 candidate leads, manage the candidate experience, articulate the branch's value proposition, and execute onboarding and ramp-up plans.
• Drive profitable organic branch growth through 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 based on clients' objectives, goals, and risk tolerance; anticipate, manage, and resolve risks in clients' interests.
• Develop a local office culture that supports peer learning, achievement, growth, and continuous development, and uphold Ameriprise core values.
• Maintain or build a personal wealth management practice, serve clients through the Ameriprise Client Experience, and model effective client service and practice management.

Benefits

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

What This Job Offers

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