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Registered Operations Leader - Ameriprise Financial Advisors - Brookfield WI

Job in Town of Brookfield, Waukesha County, Wisconsin, USA
Listing for: 00015 Ameriprise Financial Services, LLC.
Full Time position
Listed on 2026-10-14
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 95000 - 125000 USD Yearly USD 95000.00 125000.00 YEAR
Job Description & How to Apply Below
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 & Annuities.

Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years. Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and River Source Insurance & Annuities, we deliver advice, investment and protection solutions designed for long-term success.

While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation. For you, that means the opportunity to build a meaningful career in a high-performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact. As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart.

It also creates unique opportunities for employees to learn, collaborate and grow their careers:
Ameriprise Financial:
Financial planning, advice and wealth management. Columbia Threadneedle Investments:
Global asset management serving individual, institutional and corporate clients. River Source Insurance & Annuities:
Products and solutions designed to help clients protect and grow their wealth.

Job Description

Do you have leadership experience and want to advance your career with an industry-leading firm? If so, we want you to join our team as a Registered Operations Leader! Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer loyalty. As a Registered Operations Leader, you will be responsible for all operational processes that support business objectives and assist advisors in serving their clients.

Leverage your strong leadership skills by managing branch staff (including Registered Client Service Associates and non-registered Client Service Associates), working directly with employee advisors, and partnering with additional branch leaders.

Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support - it's all about helping you optimally develop to reach your full potential! At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact on a client’s overall experience,

Key Responsibilities
  • Manage activities that support business results, revenue growth, client experience and efficiencies in practice.
  • Manage resources to achieve business results, including revenue and client acquisition targets.
  • Partner with Branch Manager to ensure advisor business plans are completed and marketing events are tracked and measured.
  • Assist advisors in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.
  • Prepare and…
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