Complex Director
Ameriprise Financial Services, LLC
full-time
Posted on:
Location Type: Hybrid
Location: Troy • Missouri • United States
Visit company websiteExplore more
Job Level
About the role
- Drive profitable multi-office growth across a defined geography by creating a compelling business plan
- Emphasize profitable growth through effective management of P&L, implementing sound strategy and growth through advisor and client acquisition, retention, tenure,
- Lead branch and associate managers and build strong partnerships with operations staff
- Develop and execute performance improvement plans when necessary
- Implement national recruiting strategy and generate leads into the local area pipeline
- Drive profitable organic growth of the complex and branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience
- Ensure brand standards, client service, and client satisfaction are met
- Maintain a legal and compliant organization
- Develop a strong local culture including a culture of peer learning and comradery
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
- Health insurance
- 401(k) matching
- Flexible work arrangements
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
P&L managementdata analysisperformance improvement planningclient acquisitionclient retentionclient satisfactionbusiness planningrecruiting strategylead generationnetwork development
Soft Skills
leadershipcoachingpresentation skillsexecutive presenceself-drivenachievement orientedpartnership buildingorganizational culture developmentpeer learningcomradery
Certifications
Bachelor's degreeFINRA Series 7FINRA Series 24FINRA S9/10State Securities Agent Registration (S63 or S66)IAR Registration (S65 or S66)Life and Variable Contracts insurance licenses