Branch Manager, Ameriprise Financial Advisors - Portsmouth, NH

Ameriprise Financial Services, LLC•Portsmouth, NH

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 business plan to grow the branch profitably. This includes coaching existing advisor practices on key revenue drivers, recruiting new talent, acquiring external practices, leading with integrity, and developing a strong office culture to optimize relationships and resources. The manager also provides front-line supervision of sales activities, ensuring they reflect clients’ objectives, goals, and risk tolerance. The role may include maintaining or building a personal wealth management practice and serving clients through the Ameriprise Client Experience. The position is based in Portsmouth, New Hampshire.

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.
Proven leadership skills and ability to drive and 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 skills and ability to analyze data and reports to identify business opportunities.
Knowledge of and ability to develop networks within the community.
Excellent compliance record.

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 candidate pipeline and manage candidates’ experience from start to finish.
Develop the branch’s unique value proposition and communicate it to candidates.
Execute onboarding and ramp-up plans that drive growth.
Drive profitable organic growth of branch metrics through leadership, coaching, and delivery of the Ameriprise Client Experience.
Regularly inspect results and coach branch advisors on business planning, client acquisition, advice, investment solutions, external practice acquisition, and related topics.
Lead with integrity and perform front-line supervision to ensure sales activities appropriately reflect client objectives, goals, and risk tolerance.
Anticipate, manage, and resolve risk items to protect clients’ interests.
Develop a strong local office culture focused on peer learning, camaraderie, achievement, growth, and continuous development.
Ensure Ameriprise core values are upheld: client focus, integrity, excellence, and giving back to the community.
Maintain or build a personal wealth management practice and serve clients through the Ameriprise Client Experience.
Lead by example in serving clients and running a practice.