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Operations Leader
| Company | Ameriprise Financial |
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| Location | Seattle, WA, USA |
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| Salary | $88100 – $118900 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior |
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Requirements
- Bachelors degree or equivalent.
- 5 – 7 years relevant experience required.
- Previous successful supervisory experience including knowledge of HR policies and labor laws.
- Excellent written and verbal communication skills; demonstrated ability to motivate team members to delivery results.
- Ability to manage multiple priorities in a fast-paced environment with little or no supervision and strong organizational/time management skills
- Able to communicate with all levels within the organization.
- Detail orientated, strong math, and analytical skills. Good organization and time management skills.
- Process oriented and can work with a team. Proficient with standard business software applications.
Responsibilities
- Manage activities that support business results, revenue growth, client experience and efficiencies in practice. Manage resources to achieve business results, including revenue and client acquisition targets. Partner with Branch Manager to ensure advisor business plans are completed and marketing events are tracked and measured.
- Assist advisors in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions. Prepare and summarize client meetings by scheduling and confirming meetings, crafting an agenda and summary of meeting, escorting clients to advisors office and providing follow-up. Prepare and ensure new business paperwork processes are successfully filled out. Provide general administrative duties such as answering phones, processing reports, preparing correspondence, setup files, etc.
- Build, manage, track and analyze reports and branch vitals. Review advisor expense reports, branch P & L, budgeting, reporting/correcting errors, identify and implement expense reduction opportunities. Partner with Registered Principal to ensure compliance support is established and training needs are met. Lead real estate and facilities initiatives.
- Lead, coach, mentor and provide performance management for direct reports. Partner with Senior Operations Leader and Regional Director of Operations to determine staffing needs; request, hire and allocate staff. Conduct 1:1s with staff.
Preferred Qualifications
- Series 7 or ability to obtain within 150 days
- State securities agent registration (S3 or S66) or ability to obtain within 150 days
