Branch Manager at Ameriprise Financial - ScoutJobs - The AI-curated global job board
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Ameriprise Financial
Posted 8 days ago

Branch Manager

Ameriprise FinancialBranch Manager

Requirements

Bachelors degree or equivalent, 3-5 years relevant work experience, FINRA Series 7, FINRA Series 24, 9, or 10, State Securities Agent Registration, State IAR registration, Life and Accident/Health insurance license, Proven leadership and sales success, P&L expense management

Skills

FinanceSales

About the role

Responsibilities

  • Lead one or more Ameriprise owned branch offices by executing business plans and driving profitable organic growth.
  • Implement national recruiting strategies to attract high-quality experienced advisors and manage the end-to-end candidate experience.
  • Coach advisors on key revenue drivers, client acquisition, investment solutions, and business planning.
  • Perform front-line supervision to ensure all sales activities align with client objectives, goals, and risk tolerance.
  • Develop a strong local office culture centered on peer learning, achievement, and core company values.
  • Maintain or build a personal wealth management practice to serve as a role model for the branch.
  • Manage P&L expenses and analyze data to identify new business opportunities.

Requirements

  • Bachelor's degree or equivalent.
  • 3-5 years of relevant work experience.
  • Proven leadership skills and a track record of driving business growth and sales success.
  • Ability to obtain and maintain FINRA Series 7, Series 24 (or 9/10), State Securities Agent Registration, State IAR registration, and Life and Accident/Health insurance licenses.
  • Strong presentation skills and the ability to execute a strategic playbook.
  • Excellent compliance record and experience with P&L expense management.

Preferred Qualifications

  • Master's degree.
  • Relevant industry designations, such as Certified Financial Planner (CFP).

About the Company

Ameriprise Financial is a diversified financial services leader with more than $1.5 trillion in assets under management, administration, and advisement. With a team of 22,000 people across 19 countries, we serve more than 3.5 million clients globally. We are a longstanding leader in financial planning, asset management, and insurance, dedicated to fostering meaningful careers and making a difference in the communities where we live and work.

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Branch Manager

Ameriprise Financial · Portsmouth

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