Complex Director

Ameriprise Financial Services, LLC

. Drive profitable multi-office growth across the Michigan complex through effective P&L management, strategy, advisor and client acquisition, retention, tenure, and productivity .

Posted 10/30/2026full-timeTroy • Michigan • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong leadership and P&L management capabilities while driving growth through effective advisor recruitment, client acquisition, and retention strategies. Proven ability to execute performance improvement plans and ensure compliance with legal and brand standards.

Highest-signal resume keywords

P&L ManagementFINRA Series 7FINRA Series 24Leadership SkillsClient Acquisition

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data AnalysisPerformance Improvement PlansBusiness PlanningClient Experience DeliveryRecruitment Strategy

Soft Skills

Strong Presentation SkillsSelf-DrivenAchievement OrientedExecutive Presence

Certifications & Qualifications

Active FINRA Series 7Active FINRA Series 24Active State Securities Agent RegistrationActive IAR RegistrationActive Life and Variable Contracts Insurance Licenses

Industry Keywords

Client SatisfactionRisk ManagementAdvisor RecruitmentLocal Area LeadsPeer Learning Culture

About the role

Key responsibilities & impact

Drive profitable multi-office growth across the Michigan complex through effective P&L management, strategy, advisor and client acquisition, retention, tenure, and productivity
Manage the branch and branches within the complex
Lead branch and associate managers, advisors, operations staff, and other resources supporting the complex
Execute strategies and the playbook to drive results
Assess branch manager skills and leverage talent to improve performance
Develop and execute performance improvement plans when necessary
Implement the national recruiting strategy with branch managers and recruiting partners
Recruit experienced and novice advisors to the branch and complex
Generate local-area leads and manage the end-to-end candidate experience
Articulate Ameriprise and branch value propositions to candidates
Execute onboarding and ramp-up plans
Drive profitable organic growth through leadership, coaching, and delivery of the Ameriprise Client Experience
Inspect results and coach branch managers and advisors on business planning, client acquisition, advice, investment solutions, external practice acquisition, and related areas
Ensure brand standards, client service, client satisfaction, legal compliance, and risk management
Perform front-line and second-level supervision of sales activities
Develop a strong local culture of peer learning, achievement, growth, and continuous development
Conduct quarterly periodic business reviews, monthly results reviews, bi-weekly branch manager reviews, monthly support staff reviews, and weekly to bi-weekly advisor 1:1s
Visit branches within the complex weekly

Requirements

What you’ll need

Bachelor’s degree or equivalent (4-years)
Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience
7-10 years of relevant professional 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, and lead others to do the same
Strong presentation skills and executive presence
P&L expense management and ability to analyze data and reports to determine business opportunities
Proven leadership skills and ability to drive and motivate a large organization to achieve results
Knowledge of and ability to develop networks with a wide array of communities
Valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States
Master’s degree and/or relevant industry designations preferred (e.g., CFP)

Benefits

Comp & perks

In-office collaboration at least four days per week, with flexibility to work from home one day per week
Inclusive and accessible recruitment process
Reasonable accommodation support for individuals with disabilities