Talent.com
Branch Manager

Branch Manager

Ameriprise FinancialWalnut Creek, CA, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
  • serp_jobs.job_card.part_time
job_description.job_card.job_description

Branch Manager

The Branch Manager role leads one or more Ameriprise owned branch offices. They are responsible for understanding the local market and executing a business plan to grow the branch profitably. Key responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office. 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, we invite you to take your career to the next level by applying to join our team today!

Key Responsibilities

  • 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 on onboarding and ramp-up plans that drives 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. Anticipates, manages, and resolves 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.

Required Qualifications :

  • 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 within 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 day
  • 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
  • Preferred Qualifications :

  • Masters degree and / or relevant industry designations preferred (e.g. CFP)
  • About Our Company We're a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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 RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

    Base Pay Salary The estimated base salary for this role is $68,640 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and / or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

    Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

    Full-Time / Part-Time Full time

    Exempt / Non-Exempt Exempt

    Job Family Group Sales

    Line of Business AAG Ameriprise Advisor Group

    serp_jobs.job_alerts.create_a_job

    Branch Manager • Walnut Creek, CA, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Territory Manager

    Territory Manager

    Zynex MedicalSonoma, CA, US
    serp_jobs.job_card.full_time
    A Territory Manager is responsible for the management of sales and relationships with patients as well as clinics in his / her assigned territory. This includes maintaining Zynex’s existing rela...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    SVB - Relationship Manager II - Corporate Banking, Credit Solutions

    SVB - Relationship Manager II - Corporate Banking, Credit Solutions

    First Citizens BankSan Francisco, CA, US
    serp_jobs.job_card.full_time
    This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office. Together, Silicon Valley Bank and First Citizens offer you the strengt...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Independent Operator - Store Manager (Elmira)

    Independent Operator - Store Manager (Elmira)

    Grocery OutletElmira, CA, US
    serp_jobs.job_card.full_time +1
    Grocery Outlet is a rapidly growing, family-oriented retailer dedicated to providing customers with high-quality, deeply discounted products. With commitment to our communities and a strong network ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    AVP, Branch Manager

    AVP, Branch Manager

    Cathay Bank - HeadquartersSan Francisco, CA, United States
    serp_jobs.job_card.full_time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Branch Manager

    Branch Manager

    Mechanics BankEl Cerrito, CA, US
    serp_jobs.job_card.full_time
    Mechanics Bank is currently searching for a Branch Manager to join our team at our El Cerrito Branch.The Branch Manager is responsible for overseeing the day-to-day operations of a branch, ensuring...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Bank Manager

    Bank Manager

    ComericaSan Mateo, CA, US
    serp_jobs.job_card.full_time
    The Bank Manager is responsible for the overall leadership, management, and success of a Retail Banking Center(s).This is accomplished by ensuring banker readiness of all Relationship Bankers, cond...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Branch Relationship Banker - Fremont, CA

    Branch Relationship Banker - Fremont, CA

    BankTalent HQFremont, CA, United States
    serp_jobs.job_card.full_time
    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sales Manager

    Sales Manager

    Stoneledge Furniture, LLCAlamo, CA, US
    serp_jobs.job_card.full_time +1
    The Sales Manager is primarily responsible for managing and driving sales and margin in alignment with the financial plan of the retail store by managing and directing the sales team.The Sales Mana...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Store Manager, MaxMara Livermore Outlet

    Store Manager, MaxMara Livermore Outlet

    Max Mara Fashion GroupLivermore, CA, US
    serp_jobs.job_card.full_time
    The Store Manager is responsible for business development in line with the brand’s strategy, overall store management, staff, merchandise, and customer service. The Store Manager is accountabl...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Operations Manager

    Operations Manager

    United RentalsOakland, CA, United States
    serp_jobs.job_card.full_time
    If you would like the chance to make your mark with the world’s largest equipment rental provider,.As Operations Manager at United Rentals, you will leverage your leadership skills to coordinate an...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Associate Branch Manager

    Associate Branch Manager

    BrightView LandscapesBurlingame, CA, US
    serp_jobs.job_card.full_time
    At BrightView, the best teams are created and maintained here.If you are searching for your next fulfilling career, picture yourself on a best-in-class team where you can grow to be your brightest....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    HIM Assistant Manager

    HIM Assistant Manager

    Robert HalfLivermore, CA, US
    serp_jobs.job_card.permanent
    HIM operations, ensuring accuracy, compliance, and productivity across the department.Health Information Coordinators and ensuring timely, accurate, and complete medical record processing in accord...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Branch Manager - North Bay

    Branch Manager - North Bay

    ABM IndustriesSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Focus on the core content of the job post, removing all extra metadata, navigation mentions, and redundant headers.Keep the formatting beautiful and high signal to noise ratio.serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Branch Manager

    Branch Manager

    BrightView LandscapesBurlingame, CA, US
    serp_jobs.job_card.full_time
    At BrightView, the best teams are created and maintained here.If you are searching for your next fulfilling career, picture yourself on a best-in-class team where you can grow to be your brightest....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    AVP / VP, Branch Manager

    AVP / VP, Branch Manager

    Cathay Bank - HeadquartersOakland, CA, United States
    serp_jobs.job_card.full_time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Senior Branch Manager / Preferred Banking Manager

    Senior Branch Manager / Preferred Banking Manager

    Western Alliance BancorporationSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Senior Branch Manager / Preferred Banking Manager.Location : San Francisco - Montgomery.As a Preferred Banking Senior Manager you'll lead and coach a team within your assigned area and geography respo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Bench General Manager

    Bench General Manager

    Equator CoffeesBurlingame, CA, US
    serp_jobs.job_card.full_time
    The Bench Manager position is a unique opportunity to embark on a journey of learning and growth, with the ultimate goal of managing a designated home store and its team. This role involves shadowin...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Assistant General Manager

    Assistant General Manager

    TransdevAntioch, CA, USA
    serp_jobs.job_card.full_time
    The Assistant General Manager supports the General Manager in directing the passenger transit operations.This position is based in Antioch, CA. The Assistant General Manager is responsible for the d...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Branch Manager

    Branch Manager

    The Sherwin-Williams CompanyOakland, California, United States
    serp_jobs.job_card.full_time
    The Branch Manager is responsible for overseeing the daily operations of their commercial paint branch, making sure it runs smoothly and effectively. This includes managing all aspects of branch ope...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_hour
    • serp_jobs.job_card.promoted
    SVB - Relationship Manager I, Digital Asset Relationship Management Group

    SVB - Relationship Manager I, Digital Asset Relationship Management Group

    First Citizens BankSan Francisco, CA, US
    serp_jobs.job_card.full_time
    This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our San Francisco office. First Citizens Bank helps personal, business, commercial and w...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30