Ameriprise Financial Services, LLC

Sales Supervision Manager – Specialized Trends and Reports

Ameriprise Financial Services, LLC

full-time

Posted on:

Location Type: Hybrid

Location: CharlotteMinnesotaMissouriUnited States

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Salary

💰 $87,400 - $110,000 per year

About the role

  • Conduct sales practice reviews surrounding products such as general securities, options, annuities, insurance, and managed accounts.
  • Supervise specialized reports and referrals designed to identify potential policy violations and unique trading patterns.
  • Communicate with advisors and field leaders regarding results of supervisory activity.
  • Deliver one-on-one training and education to advisors.
  • Build relationships with business partners to coordinate supervision of new or one-off supervision requests.
  • Support the team’s efforts to innovate and improve the effectiveness and efficiency of processes.

Requirements

  • Bachelor's degree or equivalent
  • 5 years minimum relevant work experience
  • Demonstrated problem solving and analytical skills
  • Ability to effectively analyze complex issues
  • Strong written and verbal communication skills
  • Active Series 7 required
  • Additional active licenses or ability to obtain Series 24 and 63/65 or 66
Benefits
  • vacation time
  • sick time
  • 401(k)
  • health, dental and life insurances
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
problem solvinganalytical skillscomplex issue analysis
Soft Skills
written communicationverbal communicationrelationship buildingtrainingsupervision
Certifications
Bachelor's degreeSeries 7Series 24Series 63Series 65Series 66