Complex Director
Ameriprise Financial Services, LLC
full-time
Posted on:
Location Type: Hybrid
Location: Wayzata • Iowa • Minnesota • United States
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Salary
💰 $100,000 - $120,000 per year
Job Level
About the role
- Drive profitable multi-office growth across a closely defined geography (i.e., complex)
- Create and implement a compelling business plan emphasizing profitable growth
- Drive revenue and asset growth
- Segment the needs and prioritize the opportunities of the complex
- Develop high-performing branch and associate managers
- Optimize resources across the complex including strong partnerships across the operations team
- Lead branch and associate managers, advisors, and build strong partnerships with operations staff
- Implement national recruiting strategy and execute
- Actively generate leads into local area pipeline and manage the end-to-end candidate experience
- Execute on onboarding and ramp-up plans that drive growth
- Inspect results regularly and provide coaching to branch managers and advisors
Requirements
- Bachelor’s degree or equivalent (4-years)
- 7-10 years of relevant experience
- Active FINRA Series 7
- Active FINRA Series 24, or S9/10
- Active State Securities Agent Registration (S63 or S66)
- Active IAR Registration (S65 or S66)
- Active Life and Variable Contracts insurance licenses
- Self-driven and achievement oriented
- Strong presentation skills and executive presence
- P&L expense management and ability to analyze data and reports to determine business opportunities
- Proven leadership skills and ability to drive & motivate a large organization to achieve results
- Knowledgeable and able to develop networks with a wide array of communities
Benefits
- Competitive and comprehensive benefits program that supports all aspects of your health and well-being including vacation time, sick time, 401(k), and 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
P&L expense managementdata analysisbusiness planninglead generationonboardingcoaching
Soft Skills
self-drivenachievement orientedpresentation skillsexecutive presenceleadershipmotivationnetwork development
Certifications
Bachelor’s degreeFINRA Series 7FINRA Series 24FINRA S9/10State Securities Agent Registration S63State Securities Agent Registration S66IAR Registration S65IAR Registration S66Life and Variable Contracts insurance licenses