Ameriprise Financial Services, LLC · 9 hours ago
Operations Manager
Roseville, California
Full-time
Onsite
Mid, Senior Level
$115K/yr - $125K/yr
3+ years expAmeriprise Financial is a company focused on helping clients with their financial goals while fostering an inclusive and collaborative culture. The Operations Manager will assist the CEO in managing office workflow and daily business operations, ensuring high standards of ethics and compliance. This role involves overseeing team performance, managing resources, and tracking financial metrics to support business growth and client satisfaction.
CommercialConstructionProperty ManagementReal EstateResidential
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
Lead, coach, mentor and provide performance management for direct reports
Partner with Franchise Advisor to determine staffing needs; request, hire and allocate staff
Track team performance metrics and present reports back to partners. Set up parameters and check ins on a formal basis and set schedule to monitor progress towards individual roles and responsibilities
Hire, onboarding, and offboarding of team members, development of partnerships for recruiting team members
Oversee and document training and development of team members
Conduct performance reviews (should include partner), monthly staff development and meetings
Review advisor expense reports, Team P&L, budgeting, reporting/correcting errors, identify and implement expense reduction opportunities
Create, manage, track and analyze reports
Qualification
Required
Bachelor's degree or equivalent
3+ Years Management Experience
Previous successful supervisory experience including knowledge of HR policies and labor laws
Excellent written and verbal communication skills; demonstrated ability to motivate team members to delivery results
Ability to manage multiple priorities in a fast-paced environment with little or no supervision and strong organizational/time management skills
Able to communicate with all levels within the organization
Detail orientated, strong math and analytical skills. Good organization and time management skills
Process oriented and can work with a team
Proficient with standard business software applications
Preferred
Preferred License: General Securities Registration (Series 7) State securities agent registration (S63 or S66) State IAR registration (S65 or S66) Life, Accident, and Health licenses & Variable Contracts (FL 215)
Company
Ameriprise Financial Services, LLC
At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.
5001-10000 employees
H1B Sponsorship
Ameriprise Financial Services, LLC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (105)
2024 (74)
2023 (62)
2022 (105)
2021 (82)
2020 (73)
Funding
Current Stage
Late StageLeadership Team
Angela Grabovsky, CFP®, CRPC®, MBA, APMA®
Private Wealth Advisor, Chief Executive Officer
Anthony C. Barone
Chief Executive Officer,Financial Advisor- The Barone Financial Consulting Group
Recent News
2025-10-03
2025-10-02
Company data provided by crunchbase