Operations Leader
On-site · Grand Rapids, Michigan, United States
Job Summary
Lead operations for an Ameriprise Advisor Group branch, overseeing operational processes to support business objectives and help advisors serve clients. Manage branch staff (including Registered Client Service Associates and non-registered Client Service Associates), partner with the Branch Manager to ensure advisor business plans and marketing events are tracked, assist advisors with financial planning, investment research, and trades, prepare client meeting agendas and follow-up, oversee new business paperwork, and provide general administrative duties. Build and analyze reports and branch performance, review expenses and budgeting, and support compliance and licensing needs in collaboration with a Registered Principal. This role requires in-office collaboration (five days per week) and typically involves leadership responsibilities, performance management of direct reports, and staffing planning. Preferred qualifications include Series 7 or ability to obtain within 150 days and state securities registrations (S3 or S66) within 150 days; visa sponsorship is not required for employment.
Required Qualifications
- Bachelors degree or equivalent
- 5 - 7 years relevant experience
- Previous successful supervisory experience including knowledge of HR policies and labor laws
- Excellent written and verbal communication skills
- 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 oriented, 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
- Series 7 or ability to obtain within 150 days
- State securities agent registration (S3 or S66) or ability to obtain within 150 days
- Visa Sponsorship Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States
Additional Requirements
- Applicants must have valid work authorization in the United States without requiring visa sponsorship
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.