About the role

  • 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
  • Proven leadership skills

Benefits

  • Health, dental, and life insurances
  • 401(k)
  • Vacation time
  • Sick time
  • Bonus compensation

Job title

Complex Director

Job type

Experience level

Lead

Salary

$100,000 - $120,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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