Registered Operations Leader - Ameriprise Financial Advisors - Brookfield WI

Location: Milwaukee, Wisconsin; in-office five days per week

Company

hirify.global is a diversified financial services company providing financial planning and advice, asset management, and insurance services to individual, small business, and institutional clients.

What you will do

• Manage branch activities supporting business results, revenue growth, client experience, client acquisition, and operational efficiency.
• Lead, coach, mentor, and manage the performance of registered and non-registered client service associates.
• Support advisors with financial plans, investment research, trades, transactions, client meetings, and new business paperwork.
• Build and analyze branch reports, financial metrics, budgets, profit and loss statements, and expense reports.
• Partner with branch leaders and registered principals on staffing, compliance support, training, business planning, and facilities initiatives.

Requirements

• Bachelor’s degree or equivalent and 5–7 years of relevant experience.
• Previous successful supervisory experience, including knowledge of HR policies and labor laws.
• Series 7 and state securities agent registration through S63 or S66, or the ability to obtain both within 150 days.
• Strong written and verbal communication, organizational, time-management, mathematical, analytical, and multitasking skills.
• Proficiency with standard business software and the ability to work independently and communicate across organizational levels.
• Valid US work authorization is required without current or future visa sponsorship.

Culture & Benefits

• Client-centric, relationship-based environment with in-person collaboration.
• Training, mentoring, career development, and licensing support.
• Full-time, exempt position.
• Inclusive and accessible recruitment process with reasonable accommodation support.