Operations Manager

Key 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.
• Partner with Branch Manager to ensure advisor business plans are completed and marketing events are tracked and measured.
• Assist advisors in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.
• Create, manage, track and analyze reports and branch vitals.
• Review advisor expense reports, branch P&L, budgeting, reporting/correcting errors, identify and implement expense reduction opportunities.
• Partner with Registered Principal to ensure compliance support is established and training needs are met.
• Lead real estate and facilities initiatives.
• Lead, coach, mentor and provide performance management for direct reports.
• Partner with Senior Operations Leader and Regional Director of Operations to determine staffing needs; request, hire and allocate staff.
• Congduct 1:1s with staff.

Required Qualifications

• Bachelors degree or equivalent
• 5-7 years relevant 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 deliver 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.

Preferred Qualifications

• Certifications Preferred (indicate): S7, 63/66, 65/66, Life, Accident, and Health licenses (or commitment to obtain within 150 days)

Job Family Group

Ameriprise Advisor Group

Line of Business

AAG Ameriprise Financial