Sr. Manager Operations/Lead Onsite Manager

Ameriprise Financial Services, LLC • Minneapolis, MN

1d

About The Position

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves 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. Job Description Provide leadership to diverse team who provide in-person and virtual support for experienced advisors who join the firm. This leadership includes working with both the team members as well as our AAG/AFG/AFIG field partners to coordinate assignments and ensure a high quality referrable advisor and client experience. Provide coaching, development and support to staff members to ensure timely and accurate execution of daily functions, while meeting all compliance and regulatory requirements. Drive implementation of process improvements ensuring all processes and procedures are appropriately documented. Serve as leader resource and subject matter expert in project and business driven initiatives.

Requirements

• Education: High school or GED
• Previous experience with onboarding of experienced advisor recruits including onsite management of the onboarding
• Knowledge of the Ameriprise field organization

Nice To Haves

• Education: Bachelors degree or equivalent (4-years)
• Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.

Responsibilities

• Provide leadership and coaching to direct reports, including providing work direction and support to team on process, procedures, escalated and complex issues. Assign travel location and duration.
• Develop methods to measure and report on department performance, ensuring resources are properly allocated and workload is managed to meet all accuracy, transactional processing, quality metrics and standards, and compliance and regulatory requirements.
• Partner closely with field leadership members during the planning and execution of the onboarding of an experienced advisor recruit. This includes looking for solutions for escalations and well as modifying team travel schedules to cover changing circumstances. Occasional travel to support onboardings and/or observe team members.
• Drive and provide leadership to implement process improvements, proactively identifying and resolving complex business issues to improve efficiencies and increase operational effectiveness.
• Provide oversight of policies and procedures, ensuring all procedures are appropriately documented and reviewed to meet compliance and regulatory requirements.
• Work with internal and external business partners to effectively identify and minimize risk.
• Serve as lead resource and subject matter expert in projects and business driven initiatives within team and across Service and Operations, that generally have larger enterprise-wide impacts.
• Provide leadership and coaching to management team through appropriate leadership techniques, including goal setting, managing performance, coaching and developing staff to promote both individual and team success.
• Provide leadership and guidance on all levels of processes and procedures as well as compliance and regulatory requirements. Consider impacts related to implemented changes and communicates appropriately.

Benefits

• We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees