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Ameriprise Financial Services, LLC · 1 day ago

Practice Manager

West Des Moines, IA

Full-time

Onsite

Mid Level

$50K/yr - $60K/yr

3+ years exp

Ameriprise Financial is a private wealth advisory practice dedicated to helping clients achieve financial confidence. As a Practice Manager, you will lead the Advice Team’s daily operations, ensuring a seamless client experience while upholding high standards of ethics and compliance.

CommercialConstructionProperty ManagementReal EstateResidential

H1B Sponsor Likely

Responsibilities

Create a welcoming and professional environment for clients and prospects

Document client interactions in the management system to ensure continuity and compliance

Uphold regulatory standards when engaging with clients and prospects

Professionally manage incoming calls, ensuring prompt response and accurate routing

Process incoming and outgoing mail and maintain logs in accordance with compliance regulations

Scan checks and maintain accurate records as required

Implement client segmentation and service models to meet service level standards

Oversee prospect engagement and ensure timely follow-up

Track fees and compliance requirements and communicate updates during client preparation

Lead team huddles using dashboards and reports to monitor task progress

Complete advanced client service tasks including wires, case research, and secure site registration

Conduct audits to ensure task accuracy and operational efficiency

Provide training and support to team members and operational partners

Manage mergers and acquisitions within the Advice Team

Delegate projects and provide constructive feedback to support staff

Review procedures for quality improvements with a focus on compliance

Provide backup support to other Practice Managers as needed

Perform additional duties as assigned

Manage equipment and facilities including maintenance, service contracts, and inventory tracking

Coordinate client transitions between advisors within the Advice Team

Plan and prioritize work schedules effectively

Utilize time management tools such as calendars and task lists

Qualification

Client service excellenceCompliance adherenceInterpersonal skillsAttention to detailCommitment to learningOperational efficiencyProfessionalismTime managementPositive attitudeTeam leadershipProject delegation

Required

Exceptional interpersonal skills to handle sensitive and confidential situations

Demonstrated poise, tact, patience, and diplomacy

Strong attention to detail in composing, typing, and proofreading materials

Ability to prioritize tasks and meet deadlines in a fast-paced environment

Positive attitude and commitment to continuous learning and growth

Bachelor's degree or equivalent combination of education and experience (minimum three years)

Commitment to lifelong learning and professional development

Preferred

Active Series 7, Series 66 (or 63 and 65), and Iowa Life and Health licenses

Benefits

401(k)

401(k) matching

Adoption assistance

Continuing education credits

Dental insurance

Employee assistance program

Family leave

Flexible spending account

Health insurance

Health savings account

Life insurance

Paid time off

Parental leave

Pet insurance

Professional development assistance

Vision insurance

Company

Ameriprise Financial Services, LLC

Glassdoor3.8

At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.

Founded in 1990

Vancouver, Washington, USA

5001-10000 employees

https://www.kpsinc.net

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)