Complex Director

Ameriprise Financial Services, LLC

. Drive profitable multi-office growth across the Oregon and Washington State complex .

Posted 11/10/2026full-timeUnited StatesLead💰 $100,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong leadership and strategic planning capabilities to drive profitable growth and optimize resources across multiple branches. Proficient in P&L management, client acquisition, and compliance standards while fostering a culture of continuous development and achievement.

Highest-signal resume keywords

P&L ManagementClient AcquisitionLeadership SkillsFINRA Series 7FINRA Series 24

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisBusiness PlanningRisk ManagementPerformance ImprovementSales Activities Alignment

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 ExperienceBranch ManagementAdvisor RecruitmentCompliance StandardsContinuous Development

About the role

Key responsibilities & impact

Drive profitable multi-office growth across the Oregon and Washington State complex
Create a compelling business plan emphasizing profitable growth through effective P&L management
Implement strategy and growth through advisor and client acquisition, retention, tenure, and productivity
Drive revenue and asset growth
Segment complex needs and prioritize opportunities
Develop high-performing branch and associate managers
Optimize resources across the complex and partner with operations teams
Be accountable for the own branch and branches within the Oregon and Washington State complex
Lead branch and associate managers, advisors, operations staff, and other supporting resources
Demonstrate effective strategies, leadership competencies, and execute the playbook to drive results
Leverage branch manager talents to drive performance and develop performance improvement plans when necessary
Implement the national recruiting strategy
Recruit experienced and novice advisors
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 organic growth through active 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, and external practice acquisition
Maintain integrity, brand standards, client service, client satisfaction, and legal and compliance standards
Perform front-line and second-level supervision to ensure sales activities align with client objectives, goals, and risk tolerance
Anticipate, manage, and resolve risk items
Develop a local culture of peer learning, achievement, growth, and continuous development
Uphold Ameriprise core values
Conduct quarterly periodic business reviews with Branch Leader and Regional Sales Leader
Conduct monthly results reviews with Branch Leader and branch and complex support staff
Conduct weekly to bi-weekly 1:1s with Level II+ advisors
Conduct bi-weekly results reviews with branch managers
Visit branches within the complex weekly

Requirements

What you’ll need

Bachelor’s degree or equivalent (4-years)
7-10 years of relevant professional experience
Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and 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

Variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role
Competitive and comprehensive benefits program
Vacation time
Sick time
401(k)
Health insurance
Dental insurance
Life insurance
Flexibility to work from home one day per week
Reasonable accommodation support during recruitment for individuals with disabilities