Branch Manager

Ameriprise Financial Services, LLC

Branch Manager leading one or more Ameriprise owned branch offices. Responsible for business growth, advisor recruitment, and maintaining office culture while upholding core values.

Posted 7/6/2026full-timePepper Pike • Ohio • 🇺🇸 United StatesMid-LevelSenior💰 $44,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong leadership and business growth capabilities, with a focus on recruiting and developing advisors, executing business plans, and managing branch operations effectively. Proficient in P&L management and data analysis to identify and capitalize on business opportunities.

Highest-signal resume keywords

Proven Leadership SkillsBusiness Growth StrategyP&L Expense ManagementAdvisor RecruitmentStrong Presentation Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business Plan DevelopmentData AnalysisClient AcquisitionInvestment SolutionsCoaching and Mentoring

Soft Skills

IntegrityMotivational LeadershipCommunication

Certifications & Qualifications

FINRA Series 7FINRA Series 24State Securities Agent RegistrationState IAR RegistrationLife and Accident/Health Insurance License

Industry Keywords

Branch ManagementAdvisor PracticesLocal Market UnderstandingLead GenerationOffice Culture Development

About the role

Key responsibilities & impact

Lead one or more Ameriprise owned branch offices
Understand the local market and execute a business plan to grow the branch profitably
Growth of existing advisor practices through business plan coaching on key revenue drivers
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 execute on onboarding and ramp-up plans that drive growth
Inspect results regularly and provide coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions
Lead the branch with integrity
Develop strong local office culture with growth and continuous development

Requirements

What you’ll need

Bachelors degree or equivalent
3 - 5 years of relevant work experience
Proven success driving business growth
Proven leadership skills and ability to drive and motivate an organization to achieve results
Active FINRA Series 7 or ability to obtain within 150 days
Active FINRA Series 24, or 9/10 or ability to obtain within 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
Strong presentation skills
P&L expense management and ability to analyze data and reports to determine business opportunities.

Benefits

Comp & perks

Health insurance
401(k)
Vacation time
Sick time
Health, dental and life insurances