Director APWG Sales

Posted Yesterday
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Charlotte, NC, USA
In-Office
Senior level
Fintech • Payments • Financial Services
The Role
Leads APWG sales managers and their teams by setting expectations, coaching, developing, motivating, and managing performance. Responsibilities include one-on-one meetings, team meetings, administrative duties, PTO and timecard tracking, and ensuring brand standards. Requires a bachelor’s degree or equivalent, at least five years of relevant experience, securities registrations, and Series 24 completion within 120 days.
Summary Generated by Built In

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

Responsible for driving results by providing leadership, development and coaching to a team of APWG sales managers and their employees.

Key Responsibilities

  • Demonstrate critical skills of a leader including setting expectations, developing, coaching and motivating a team; include holding 1:1’s, team meetings, administration duties (e.g. PTO, time card tracking, performance management), ensuring brand

Required Qualifications

  • Bachelors degree or equivalent and minimum 5 years relevant experience.
  • Series 7, State securities agent registration (S63 or S66) and State IAR registration (S65 or S66)
  • Hold or obtain Series 24 within 120 days of hire

Preferred Qualifications

  • Preferred certifications: CLU, FMLI, ChFC, CRPC, CFP
  • Masters degree preferred

Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).


In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles

may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

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.

Skills Required

  • Bachelor’s degree or equivalent
  • Minimum five years of relevant experience
  • Series 7 license
  • State securities agent registration, Series 63 or Series 66
  • State Investment Adviser Representative registration, Series 65 or Series 66
  • Obtain Series 24 within 120 days of hire
  • CLU, FMLI, ChFC, CRPC, or CFP certification
  • Master’s degree
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The Company
HQ: Seguin, TX
40 Employees

What We Do

RBFCU Wealth Management, The Garner Davis Group is a financial advisory practice of Ameriprise Financial Services, LLC. With a combined 39 years of experience, our team uses a financial planning process designed to help high net worth individuals, families and business leaders help manage their finances and assets. AREAS OF FOCUS • Family Finances • Retirement Planning Strategies • Wealth Preservation Strategies • Investment Management • Retirement Plan Distribution • Social Security Retirement Benefits • Small Business • Business Retirement Plans • Tax Planning Strategies CONNECT WITH US Phone: 979-417-0563 | 512-873-2527 OFFICE LOCATIONS 8300 N MOPAC EXPY, Suite 100, Austin, TX 78759 107 THIS WAY, Suite A, Lake Jackson, TX 77566 1 IKEA-RBFCU PKWY, Live Oak, TX 78233-2792 Please visit http://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media

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