The Branch Manager role leads one or more Ameriprise owned branch offices. They are responsible for understanding the local market and executing a business plan to grow the branch profitably. Key responsibilities include growth of existing advisor practices, recruiting and acquiring new talent, leading with integrity, and developing a strong culture.
Requirements
- Bachelors degree or equivalent
- 3 - 5 years of relevant work experience
- Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training
- Active FINRA Series 7 or ability to obtain within 150 days
- Active FINRA Series 24, or 9/10 or ability to obtain within 90 days
- Active State Securities Agent Registration (S63 or S66) or ability to obtain within 150 days
- Active State IAR registration (S65 or S66) or ability to obtain within 150 days
- Active Life and Accident/Health insurance license or ability to obtain within 150 day
- Proven success driving business growth
- Proven leadership skills and ability to drive and motivate an organization to achieve results
- Demonstrated sales success with proven ability to acquire clients and close business
- Self driven and achievement oriented
- Ability to execute a playbook to drive results
- Strong presentation skills
- P&L expense management and ability to analyze data and reports to determine business opportunities.
- Knowledgeable and able to develop networks within the community
- Excellent compliance record
Benefits
- 401k Matching
- Retirement Plan
- Generous Paid Time Off