Consultant focused on risk management and finance at MLAdvisory. Engaging in operationalization projects and data aggregation in the financial sector.
About the role
- Complex Director driving multi-office growth at Ameriprise Financial through strategic management of P&L and client acquisition. Leading branch managers and building local culture with strong partnerships.
Responsibilities
- Drive profitable multi-office growth across a defined geography by creating a compelling business plan
- Emphasize profitable growth through effective management of P&L, implementing sound strategy and growth through advisor and client acquisition, retention, tenure,
- Lead branch and associate managers and build strong partnerships with operations staff
- Develop and execute performance improvement plans when necessary
- Implement national recruiting strategy and generate leads into the local area pipeline
- Drive profitable organic growth of the complex and branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience
- Ensure brand standards, client service, and client satisfaction are met
- Maintain a legal and compliant organization
- Develop a strong local culture including a culture of peer learning and comradery
Requirements
- Bachelor’s degree or equivalent (4-years)
- 7-10 years of relevant experience
- Active FINRA Series 7
- Active FINRA Series 24, or S9/10
- 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
- Strong presentation skills and executive presence
- P&L expense management and ability to analyze data and reports to determine business opportunities
- Proven leadership skills and ability to drive & motivate a large organization to achieve results
- Knowledgeable and able to develop networks with a wide array of communities
Benefits
- Health insurance
- 401(k) matching
- Flexible work arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Commercial Finance Analyst providing financial analysis and reporting at Clyde & Co. Supporting financial performance and decision - making with practice groups and finance team.
Financial Advisor providing comprehensive financial planning and investment management services. Helping clients in achieving their financial dreams through expert guidance and portfolio management.
Student role in Finance at buah, focusing on financial administration and controlling support. Contributing to internal process optimization and team collaboration in a supportive environment.
Financial Accountant supporting delivery of accounting and reporting for online gaming company DigiOutsource. Involved in management reporting, audit support, tax management, and collaboration with teams.
Investment Services CAO providing critical operational and administrative support within IS organization. Collaborating with executive leadership on strategic initiatives and delivering key business management functions.
Senior Financial Analyst supporting financial planning and forecasting activities in a healthcare solutions company. Involves budgeting, reporting, and treasury activities.
Assistant Manager overseeing financial accounting and control, ensuring accuracy and compliance in financial reporting for LSEG subsidiaries. Collaborating with various teams and driving continuous improvement initiatives.
FP&A Manager shaping financial strategies for AMDT, a leader in versioning and backup solutions. Collaborating on financial analysis, reporting, and strategic planning.
Accounting Finance Operations Process Lead at Broadridge handling revenue recording, reconciliations, and statutory compliance for clients in the fintech industry.