Full-Time

Branch Manager

Confirmed live in the last 24 hours

Ameriprise Financial

Ameriprise Financial

10,001+ employees

Provides financial planning and advisory services

Fintech
Financial Services

Compensation Overview

$43.9kAnnually

+ Bonus + Commission + Long-term Incentives

Mid, Senior

Shrewsbury, NJ, USA

New Jersey Residents Only.

Category
Customer Success Management
Sales & Account Management
Required Skills
Sales
Data Analysis
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 without 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 days
  • 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
Responsibilities
  • Implement national recruiting strategy. Recruit high quality experienced advisors to your branch. Actively generate leads into local area pipeline and manage the end-to-end candidate experience. Develop branch’s unique value proposition and articulate to candidates. Execute on onboarding and ramp-up plans that drives growth.
  • Drive profitable organic growth of the branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience. Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more.
  • Lead the branch with integrity. Perform front-line supervision to ensure sales activities are appropriately based on client objectives, goals, and risk tolerance. Anticipates, manages, and resolves risk items to ensure the interests of the client.
  • Develop strong local office culture, including a culture of peer learning and comradery; achievement orientation; growth and continuous development. Ensure Ameriprise core values are upheld - client focus, integrity always, excellence in all we do, and giving back to the communities in which we live and work.
  • Maintain or build personal wealth management practice serving clients through the Ameriprise Client Experience. Lead from the front and be a role model for others in how you serve your clients and run your practice.

Ameriprise Financial offers financial planning services and advice through a network of financial advisors. Their services include helping clients prepare for retirement, manage investments, and make informed financial decisions. Clients work with advisors to create personalized financial plans that address their specific goals and concerns, such as risk management and mortgage strategies. What sets Ameriprise apart from competitors is their focus on building long-term relationships with clients and providing tailored advice that considers both current and future financial needs. The company's goal is to empower individuals to achieve their financial dreams and live confidently in retirement.

Company Stage

IPO

Total Funding

$287.3M

Headquarters

Minneapolis, Minnesota

Founded

1894

Simplify Jobs

Simplify's Take

What believers are saying

  • Adoption of AI-driven tools enhances client engagement and operational efficiency.
  • ESG investing trend aligns with Ameriprise's commitment to personalized financial planning.
  • Hybrid work models expand Ameriprise's reach and flexibility in remote advisory services.

What critics are saying

  • Departure of key advisors and data breaches pose significant risks to client trust.
  • Legal disputes with LPL Financial could damage Ameriprise's reputation and client trust.
  • Recruitment of former leaders by competitors may lead to increased competition and talent loss.

What makes Ameriprise Financial unique

  • Ameriprise offers personalized financial planning through a network of experienced advisors.
  • The firm has been recognized as a Military Friendly Employer for 11 consecutive years.
  • Ameriprise has received multiple awards for excellence in learning and development.

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