Operations Manager

Ameriprise Financial Services, LLC•Roseville, CA

10d

About The Position

Step into an instrumental role with a Private Wealth Advisory practice of Ameriprise Financial. Help conduct the smooth operation of a fast-paced—and friendly—Financial Planning office. The Operations Manager will primarily assist the CEO and team in the management and organization of office workflow and daily business operations. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. The role is responsible for taking the lead in managing the financials of the practice and other practice management functions essential to a small business. At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Requirements

Bachelor’s degree or equivalent
3+ Years Management Experience
Previous successful supervisory experience including knowledge of HR policies and labor laws.
Excellent written and verbal communication skills; demonstrated ability to motivate team members to delivery results.
Ability to manage multiple priorities in a fast-paced environment with little or no supervision and strong organizational/time management skills.
Able to communicate with all levels within the organization.
Detail orientated, strong math and analytical skills.
Good organization and time management skills.
Process oriented and can work with a team.
Proficient with standard business software applications.

Nice To Haves

License: General Securities Registration (Series 7)
State securities agent registration (S63 or S66)
State IAR registration (S65 or S66)
Life, Accident, and Health licenses & Variable Contracts (FL 215)

Responsibilities

Manage activities that support business results, revenue growth, client experience and efficiencies in practice.
Manage resources to achieve business results, including revenue and client acquisition targets.
Lead, coach, mentor and provide performance management for direct reports.
Partner with Franchise Advisor to determine staffing needs; request, hire and allocate staff.
Track team performance metrics and present reports back to partners.
Set up parameters and check ins on a formal basis and set schedule to monitor progress towards individual roles and responsibilities.
Hire, onboarding, and offboarding of team members, development of partnerships for recruiting team members
Oversee and document training and development of team members.
Conduct performance reviews (should include partner), monthly staff development and meetings.
Review advisor expense reports, Team P&L, budgeting, reporting/correcting errors, identify and implement expense reduction opportunities.
Create, manage, track and analyze reports.