Ameriprise Financial is hiring a Complex Director to lead the Ameriprise Financial Advisors complex across Oregon and Washington State. You will be accountable for driving profitable multi-office growth by creating a compelling business plan, managing P&L, and implementing strategies focused on advisor and client acquisition, retention, and productivity.
What You'll Do
- Be accountable for your own branch and all branches within the Oregon and Washington State complex.
- Lead branch and associate managers, advisors, and build strong partnerships with operations staff and other resources.
- Lead from the front by demonstrating effective strategies and executing the playbook to drive results.
- Understand branch managers' skills, leverage their talents, and develop performance improvement plans when necessary.
- Implement the national recruiting strategy and lead branch managers and recruiting partners in its execution.
- Recruit high-quality experienced and novice advisors to your branch and complex.
- Actively generate leads into the local pipeline and manage the end-to-end candidate experience.
- Understand and articulate the Ameriprise value proposition, and develop your branch’s unique value proposition.
- Execute onboarding and ramp-up plans that drive growth.
- Drive profitable organic growth of the complex and key branch metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience.
- Inspect results regularly and provide coaching to branch managers and advisors on business planning, client acquisition, investment solutions, and more.
- Lead the complex with integrity.
- Ensure brand standards, client service, and client satisfaction are met.
- Maintain a legal and compliant organization.
- Perform front-line and second-level supervision to ensure sales activities align with client objectives and risk tolerance.
- Anticipate, manage, and resolve risk items to protect client interests.
- Develop a strong local culture of peer learning, achievement orientation, and continuous development.
- Ensure Ameriprise core values are upheld.
- Conduct periodic business reviews and regular one-on-one meetings with branch leaders, advisors, and support staff.
- Make weekly visits to branches within the complex.
What We're Looking For
- A Bachelor’s degree or equivalent (4-years).
- 7-10 years of relevant professional experience.
- Active FINRA Series 7 license.
- Active FINRA Series 24, or S9/10 license.
- Active State Securities Agent Registration (S63 or S66).
- Active IAR Registration (S65 or S66).
- Active Life and Variable Contracts insurance licenses.
- Self-driven and achievement oriented.
- Ability to execute a predefined playbook to drive results and lead others to do the same.
- Strong presentation skills and executive presence.
- P&L expense management skills and ability to analyze data and reports to identify business opportunities.
- Proven leadership skills and ability to motivate a large organization to achieve results.
- Knowledgeable and able to develop networks with a wide array of communities.
Nice to Have
- A Master’s degree and/or relevant industry designations such as CFP.
Team & Environment
You will lead branch and associate managers, advisors, and support staff across the Oregon and Washington State complex, reporting to a Regional Sales Leader.
Benefits & Compensation
- Pay-for-performance compensation philosophy.
- Variable pay in the form of bonus, commissions, and/or long-term incentives.
- Competitive and comprehensive benefits program supporting all aspects of health and well-being.
- Vacation time, sick time, 401(k), and health, dental and life insurance.
- Annual salary range: $100,000-$120,000.
Work Mode
This is an onsite role with locations in Oregon and Washington State.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
