Responsible for Novice and Experienced Advisors recruiting and development, staff career path and Experienced Advisor onboarding for the Territory.
Partner 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.
Provide business planning, implementation and follow-up support to all levels of Field Leadership and advisors as needed.
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
- Bachelors degree or equivalent.
- 5+ years of experience.
- 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.
- Ability to travel 20-30%
Preferred Qualifications
- Experience with recruiting.
- Experience in financial services industry.
- Strong preference for candidate to live in territory (Illinois, Indiana) or Minneapolis.
- Series 7.
- Series 66.
About Our Company
We're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients.
We are a long-standing 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 Services, 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.
Base Pay Salary
The estimated base salary for this role is $92,500 - $159,600 / year. Base salaries are determined in part based on job-related knowledge, skills, experience, and geographical work location.
In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and / or long-term incentives depending on the role.
We also have a competitive and comprehensive benefits program that support all aspects of your health and well-being.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time / Part-Time
Full time
Exempt / Non-Exempt
Exempt
Job Family Group
Sales
Line of Business
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