обновлено 13 дней назад
Registered Operations Leader - Ameriprise Financial Advisors - Grand Rapids, MI
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Registered Operations Leader (Financial Services): Leading branch operations, staff management, advisor support, client servicing, financial planning assistance, investment research, and transaction processing with an accent on compliance, reporting, budgeting, and client experience. Focus on coaching direct reports, analyzing branch performance, coordinating staffing, and improving operational efficiency in an in-office advisory environment.
Location: Grand Rapids, Michigan, United States; in-office five days per week
Company
is a diversified financial services firm providing financial planning and advice, asset management, insurance, and annuity services to individual, small business, and institutional clients.
What you will do
- Lead branch operational activities supporting business results, revenue growth, client acquisition, client experience, and practice efficiency.
- Manage, coach, mentor, and conduct performance management for registered and non-registered client service associates.
- Support advisors with financial plans, investment research, trades, transactions, client meetings, follow-up, and new business paperwork.
- Build, track, and analyze branch reports, financial metrics, expenses, profit and loss, budgets, and opportunities for cost reduction.
- Partner with branch leaders and the Registered Principal on business planning, compliance support, training, staffing, and facilities initiatives.
Requirements
- Bachelor’s degree or equivalent and 5–7 years of relevant experience.
- Series 7 and state securities agent registration through Series 63 or Series 66, or the ability to obtain each within 150 days.
- Previous successful supervisory experience, including knowledge of HR policies and labor laws.
- Strong written and verbal communication, leadership, organizational, time-management, mathematical, analytical, and process-management skills.
- Proficiency with standard business software and the ability to manage multiple priorities with limited supervision.
- Valid United States work authorization is required; visa sponsorship is not available.
Culture & Benefits
- Full-time, exempt position in a client-centric, relationship-based environment.
- Face-to-face collaboration and office attendance five days per week are foundational to the role.
- Training, mentoring, and licensing support are provided for career development.
- Work alongside advisors, branch leaders, and operations leadership to support clients and communities.
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