Branch Manager, Ameriprise Financial Advisors - Lake Elmo, MN

About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries serves more than 3.5 million individual, small business and institutional clients.

We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and River Source Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

The Branch Manager role leads one or more Ameriprise owned branch offices. They are responsible to understand the local market and execute a business plan to grow the branch profitably.

• Implement national recruiting strategy.
• Recruit high quality experienced advisors to your branch.
• Actively generate leads into local area pipeline and manage the end-to-end candidate experience.
• Develop branch’s unique value proposition and articulate to candidates.
• Execute onboarding and ramp-up plans that drive growth.
• Drive profitable organic growth of the branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience.
• Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more.
• Lead the branch with integrity.
• Perform front-line supervision to ensure sales activities are appropriately based on client objectives, goals, and risk tolerance.
• Anticipate, manage, and resolve risk items to ensure the interests of the client.
• Develop strong local office culture, including a culture of peer learning and comradery; achievement orientation; growth and continuous development.
• Ensure Ameriprise core values are upheld – client focus, integrity always, excellence in all we do, and giving back to the communities in which we live and work.
• Maintain or build personal wealth management practice serving clients through the Ameriprise Client Experience.
• Lead from the front and be a role model for others in how you serve your clients and run your practice.

• Bachelors degree or equivalent 3 - 5 years of relevant work experience.
• Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training.
• Active FINRA Series 7 or ability to obtain within 150 days.
• Active FINRA Series 24, or 9/10 or ability to obtain in 90 days.
• Active State Securities Agent Registration (S63 or S66) or ability to obtain within 150 days.
• Active State IAR registration (S65 or S66) or ability to obtain within 150 days.
• Active Life and Accident/Health insurance license or ability to obtain within 150 days.
• Proven success driving business growth.
• Proven leadership skills and ability to drive and motivate an organization to achieve results.
• Demonstrated sales success with proven ability to acquire clients and close business.
• Self driven and achievement oriented.
• Ability to execute a playbook to drive results.
• Strong presentation skills.
• P&L expense management and ability to analyze data and reports to determine business opportunities.
• Knowledgeable and able to develop networks within the community.
• Excellent compliance record.

• Masters degree and/or relevant industry designations preferred (e.g. CFP).

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

The estimated base…