Complex Director responsible for profitable growth in Oregon and Washington for Ameriprise Financial. Leading branch management and client acquisition efforts while ensuring compliance and integrity.
Responsibilities
Drive profitable multi-office growth across Oregon and Washington State
Create a compelling business plan focusing on profitable growth
Implement strategies for advisor and client acquisition and retention
Lead branch managers and optimize resources across branches
Execute performance improvement and national recruiting strategies
Ensure compliance with legal standards and brand integrity
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
Ability to execute a predefined playbook to drive results
Strong presentation skills and executive presence
P&L expense management and ability to analyze data and reports
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