Regional Director, Experienced Advisor Recruiting and Business Development - Washington, Utah, Oregon, Idaho, Montana and Alaska Territory

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Minneapolis, MN
In-Office
Fintech
The Role

  • Develop and Manage Experienced Advisor recruitment pipeline by leveraging team resources and through continuous relationship management activity. Maintain accurate and timely candidate records in Ameriprise's experienced advisor recruiting contact management system and report accurately on results of business development efforts.

  • Communicate Experienced Advisor recruiting status and results effectively to internal and external audiences. Answer advisor questions and resolve issues as needed.

  • Communicate Ameriprise value proposition through brokerage knowledge and expertise effectively to prospective advisors (i.e., overcome objections, provide clarifying information, etc.). Evaluate advisor practices to ensure portability of assets and compliance with company hiring standards.

  • Create a consistent, high-volume flow of qualified experienced advisory candidates through various sources including referrals from online tools, networking with local wholesalers in the region, and firm marketing/advertising through industry publications. Build centers of influence to promote advisor referral opportunities with existing franchise advisors and other field staff to develop local recruiting sources. Communicate the value proposition of working as an Experienced Advisor at Ameriprise Financial.

  • Build and maintain strong partnerships between corporate partners, field leaders and advisors to achieve business development goals aligned with experienced advisor recruitment strategies. Set expectations with advisors and field leaders around onboarding and transition process. Extensive phone work is instrumental to success in the role.

  • Demonstrate and maintain a strong fundamental knowledge of Ameriprise products, process and capabilities for broker dealer. Maintain current industry competitive intelligence, benchmarking and analysis.

Required Qualifications

  • Education: Bachelors degree or equivalent (4-years)

  • Experience: 7-10 years of relevant experience.

  • Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.

  • Experience recruiting advisors into Wirehouse and Independent Broker Dealer firms.

  • Proven success in driving results and managing multiple priorities effectively.

  • Demonstrated ability to work independently; viewed as effective and trusted business partner with field leadership and internal partners.

  • Outstanding relationship management, negotiation, collaboration and influencing skills.

  • Demonstrated ability to assess readiness and to coach and develop others.

  • Strong analytical skills, detail orientation, tracking and follow-up.

  • Excellent written and verbal communication skills.

  • Support and drive diversity hiring efforts.

Preferred Qualifications

  • Series 7 preferred. 

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 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of 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.

Base Pay Salary

The estimated base salary for this role is $100,000/ year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary 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 supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

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

Human Capital

Line of Business  

AAG Ameriprise Advisor Group

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The Company
Minneapolis, MN
16,649 Employees
Year Founded: 1894

What We Do

Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals.

We believe that with the right advisor, the right advice, and the right firm, life can be brilliant.

Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.

Learn how you can build your career at Ameriprise Financial.

*Ameriprise Financial Q2 2020 Statistical Supplement

All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested.

By clicking on a hyperlink, you may be directed to a non-Ameriprise website. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.

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