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Complex Director
Ameriprise Financial Services, LLCComplex Director responsible for multi-office growth in Ameriprise Financial services. Leading business strategy and team performance in a client-centric financial advisory context.
About the role
Key responsibilities & impact- Drive profitable multi-office growth across a defined geography.
- Create a business plan emphasizing growth through effective management of P&L.
- Drive revenue and asset growth by segmenting needs and prioritizing opportunities.
- Develop and execute performance improvement plans.
- Implement national recruiting strategies and lead recruiting efforts.
- Onboard and ramp up new advisors to drive growth.
- Provide coaching to branch managers and advisors on business planning and client acquisition.
Requirements
What you’ll need- 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.
- Proven leadership skills.
Benefits
Comp & perks- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
P&L managementperformance improvementbusiness planningclient acquisitionrevenue growthasset growthrecruiting strategiesonboardingcoaching
Soft Skills
self-drivenachievement-orientedpresentation skillsexecutive presenceleadership
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