About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Job Description
In this role, you will be responsible for Novice and Experienced Advisor recruiting and development, staff career path and Experienced Advisor onboarding for the Territory. This includes partnering with the Franchise Field Vice President (FFVP), Franchise Consultants and franchise advisors in driving advisor engagement and driving practice growth in corporate office and Region initiatives. Additionally, you will provide business planning, implementation and follow-up support to all levels of Field Leadership and advisors as needed.
This position supports the territory of Michigan and Northwestern Ohio.
If you are not located close to a physical office, remote work is considered for qualified candidates.
Key Responsibilities
- Lead a high quality, high quantity recruiting/career path effort for Franchisee Staff, Novice/Experienced Advisors and External Practice Acquisition hires for the Territory. Develops and manages a comprehensive diversified sourcing strategy- driving a consistent level of high-quality lead flow. Able to effectively screen and conduct interviews with candidates, present the unique value proposition of each opportunity, and guide and manage all steps of the process in partnership with the Franchisee, all the way through from sourcing, offer and hiring to future development/promotion opportunities.
- Lead the annual Advisor Business Planning process for the Territory, ensuring a high-quality implementation that drives both high participation (90+% of advisors) and a thorough capture of the advisors' growth goals and objectives. Responsible for advisor engagement in programs that drive practice growth. By leveraging available resources, drive advisor participation and uptake in Growth Programs, Region and Territory training events, and other critical Practice Growth initiatives.
- Lead the onboarding process for all new advisor hires and practice acquisitions for the territory. Create and manage an on-boarding plan customized to each situation. Serve as a key point of contact to ensure they have the right tools, resources, training, and support necessary to on board effectively, quickly transition their clients/assets and grow GDC to pre-transition level of production.
- On an as needed basis, support ad hoc field leader and top advisor requests for assistance. Present strategic messaging on behalf of the local leadership team in advisor engagement venues. Provide leadership to matrix business partners who are responsible for driving results in the assigned territory. Connect top advisors to tools and resources designed to help them troubleshoot issues and drive growth within their practice.
Required Qualifications
- Bachelor's degree or equivalent
- 5+ years of relevant experience
Preferred Qualifications
- Experience with recruiting
- Experience in financial services industry
- Series 7
- Series 66
- Ability to work independently with high initiative, while also comfortable working with a team to drive results
- Ability to create and implement change, drives results, and holds others accountable. Strategic focus with ability to translate vision into tactical actions
- Extensive Project Management experience required, preferably (but not exclusively) in leading operational, on boarding and recruiting projects.
- Outstanding relationship management, negotiation, and collaborating/influencing skills in working with all levels of advisors
- Ability to monitor and service remote and/or multiple office locations
- Excellent written and verbal communication skills
- Some travel required
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Sales
Line of Business
AFG Ameriprise Franchise Group
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
VEVRAA Federal Contractor.
We request Priority Protected Veteran & Disabled Referrals for all of our locations within the state.
