Complex Director

Ameriprise Financial Services, LLC

. Own and accelerate growth across Northern California and Nevada .

Posted 11/9/2026full-timeUnited StatesLead💰 $120,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong leadership and financial acumen to drive growth and performance in financial services. Capable of executing strategic initiatives, managing P&L, and fostering a culture of achievement and continuous development.

Highest-signal resume keywords

P&L AccountabilityFinancial Services ExperienceLeadership SkillsClient Acquisition StrategiesActive FINRA Series 7

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisPerformance Improvement PlansBusiness PlanningClient Experience DeliveryRecruitment Strategy Execution

Soft Skills

CoachingMotivating OthersBuilding Strategic NetworksSelf-DrivenAchievement Oriented

Certifications & Qualifications

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

Industry Keywords

Financial ServicesClient RetentionOrganic GrowthRisk ManagementLegal Compliance

About the role

Key responsibilities & impact

Own and accelerate growth across Northern California and Nevada
Lead a multi-office complex with full P&L accountability
Drive revenue and asset growth through advisor and client acquisition, retention, and productivity strategies
Account for the own branch and branches within the complex
Lead branch and associate managers, advisors, operations staff, and supporting resources
Execute the playbook and demonstrate effective leadership strategies 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
Generate leads into the local area pipeline and manage the end-to-end candidate experience
Develop and articulate branch and Ameriprise 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, and external practice acquisition
Maintain integrity, brand standards, client service, client satisfaction, legal compliance, and risk management
Perform front-line and second-level supervision activities
Develop a local culture of peer learning, achievement, growth, and continuous development
Conduct quarterly periodic business reviews, monthly results reviews, weekly to bi-weekly advisor 1:1s, bi-weekly branch manager reviews, and monthly support staff reviews
Visit branches within the complex weekly

Requirements

What you’ll need

Bachelor’s degree or equivalent experience
7-10 years of experience in financial services
Demonstrated ability to execute a defined growth playbook and deliver consistent results while inspiring and coaching others
Proven leadership skills and ability to drive and motivate a large organization to achieve results
Strong financial acumen with P&L expense management
Ability to analyze data to identify opportunities, optimize performance, and drive profitable growth
Skilled at building and expanding strategic networks across diverse communities
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

Benefits

Comp & perks

Vacation time
Sick time
401(k)
Health insurance
Dental insurance
Life insurance
Variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role
Inclusive and accessible recruitment process accommodations for individuals with disabilities