Registered Operations Leader

Other

14/07/2020

Registered Operations Leader

Registered Operations Leader.

Job Description

Looking for an exciting people leadership role? Ameriprise is hiring a Registered Operations Leader role to lead our operations team in our Century City branch office. Along with partnering with the Complex Director, this role will include: Managing operational structures/processes that support the business objectives. Responsibility for leadership of branch staff, direct practice support for one or more advisors, and provide financial management/reporting and related tasks. Work directly with both employee advisors and the branch office leader and use the client relationship model and turnkey tools to assist advisors in serving clients. Provide additional complex support to the Complex Director who sits in this office.

Responsibilities

• Lead/Manage activities that support business results, revenue growth, client experience & efficiencies in practice. Align/manage resources to achieve results for Organic: HVCA, GDC & Net Flows, Plans, Retention & DCM. Support producer growth strategy through design/execution of effective systems & structure. Execute on a support team strategy around client acquisition via an effective structure, tracking & impact. partner with BM to ensure Advisor business plans are completed/filed and marketing events are entered in Contact Mgr. Seminars are tracked & reported.

• Assist advisors/BM in servicing clients including preparing financial plans, conduct investment research & complete trades and transactions. Prepare & summarize client meetings by scheduling & confirming meetings, entering data into Contact Manager, creating agenda & summary of meeting, escorting clients to advisors & providing follow-up. Prepare & ensure new business paperwork processes successfully (prepare forms, obtain signatures, etc.). Provide general administrative duties (answering phones, processing reports, prepare correspondence, et-up files,etc.).

• Lead/Manage foundational functions. Operational su...

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Hiring company

Ameriprise Financial, Inc.

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