Associate Branch Manager
Company: Ameriprise Financial
Location: Troy
Posted on: January 15, 2023
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Job Description:
Job DescriptionThe Associate Branch Manager (ABM) will help
drive profitable growth in a small geography or within a large
office by leading, coaching and developing advisors. Responsible
for creating a compelling business plan emphasizing growth, client
acquisition, financial planning, and retention. The ABM will seek
to drive revenue and asset growth, optimizing resources for the
advisors in consideration of local demographics, advisor abilities
and prudent use of resources.ResponsibilitiesMaintain or build
personal wealth management practice serving clients through the
Ameriprise Client Experience (ACE). Lead from the front and be a
role model for others in how you serve your clients and run your
practice. Drive profitable organic growth of the branch office key
metrics through active leadership, coaching, and delivery of the
Ameriprise Client Experience. Inspect results regularly and provide
systematic coaching to advisors in the branch on ongoing business
planning, client acquisition, advice, investment solutions,
external practice acquisition, and more.Support branch manager to
recruit and on-board high quality experienced advisors to the
branch. Activities may include actively generating leads into local
area pipeline and managing the end-to-end candidate experience.
Articulate the Ameriprise and local value proposition to
candidates. Execute onboarding and ramp-up plans that drive
growth.Contribute to strong local office culture, including a
culture of peer learning and comradery; achievement orientation;
growth and continuous development. Ensure Ameriprise core values
are upheld - client focus, integrity always, excellence in all we
do, and respect for the communities in which we live and work.Lead
with integrity. May perform supervision activities, if delegated,
to ensure sales activities are appropriately based on client
objectives, goals, and risk tolerance. Anticipates, manages, and
resolves risk items to ensure the interests of the client. Weekly
to bi-weekly 1:1s with advisors in branch. Biweekly results review
with Branch Manager or Complex Director (key metrics, high
potential advisors, etc.)Required QualificationsObtain and maintain
appropriate registrations to provide oversight on broker/dealer
operations and develop advisor training.Active FINRA Series 7 or
ability to obtain within 150 days.Active State Securities Agent
Registration (S63 or 66) or ability to obtain within 150 days
Active Life, Accident/Health, and Variable Contracts insurance
licenses or ability to obtain within 150 daysMaintain Investment
Advisor Representative registration in investment advisor
representative states with a place of business (Series 65 or 66) or
ability to obtain within 150 days 3+ years of people management and
4+ years of professional experience. Excellent compliance record
and knowledge of compliance requirements.Preferred
Qualifications3-5 years demonstrated sales success with proven
ability to acquire clients and close business.Proven leadership
skills and ability to drive & motivate others to achieve
results.Business planning and strategic management skills, self
driven and achievement oriented and ability to execute a playbook
to drive results. Strong presentation skills and the ability to
analyze data and reports to determine business opportunities.
Relevant industry designations are preferred (e.g. CFP)About Our
CompanyAt Ameriprise Financial, we're not just in the business of
helping clients with their financial goals - we also help our
advisors and employees reach their true potential by embracing an
inclusive and collaborative culture. We celebrate the unique
qualities and reward the contributions of our talented, passionate
employees. If you're motivated and want to work for a strong,
ethical company that cares about you and your community, take the
next step with Ameriprise Financial.Ameriprise Financial is an
equal opportunity employer. We consider all qualified applicants
without regard to race, color, religion, sex, national origin,
genetic information, age, sexual orientation, citizenship, gender
identity, disability, veteran status, marital status, family status
or any other basis prohibited by law.
Keywords: Ameriprise Financial, Troy , Associate Branch Manager, Executive , Troy, Michigan
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