Regional Director, Experienced Advisor Recruiting - Northeast Territory

Posted Yesterday
Be an Early Applicant
United States of America
7+ Years Experience
Fintech
The Role
The Regional Director will represent Ameriprise, focusing on recruiting new financial advisors in the Northeast territory. Responsibilities include managing the recruiting pipeline, communicating the firm's value proposition, sourcing qualified candidates, and maintaining partnerships with corporate and field leaders to achieve recruitment goals.
Summary Generated by Built In

Represent the Ameriprise Franchise Group (AFG) and/or Ameriprise Advisor Group (AAG) to all channels of distribution with the goal of recruiting quality new advisors into the firm. Travel throughout the Northeast (MA, ME, NH and RI) territory building relationships with advisors at competing firms who may be open to considering a change in affiliation and is accountable for overall regional recruiting results.

Key Responsibilities

  • Manage advisor recruiting pipeline by leveraging team resources, implementing best practices and activity. Maintain accurate and timely candidate records in recruiting contact management system and report accurately on results. Communicate 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 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.
  • Build and maintain strong partnerships between corporate partners, field leaders and advisors to achieve recruiting goals aligned with business strategies. Set expectations with advisors and field leaders around recruiting process. Extensive phone work is instrumental to success in the role.
  • Demonstrate and maintain a strong fundamental knowledge of 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.
  • Proven understanding of products, process and capabilities for broker dealer.
  • Experienced in recruiting efforts within the financial services industry.
  • 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 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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

100,000

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

The Company
Minneapolis, MN
16,649 Employees
On-site Workplace
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.

Jobs at Similar Companies

MassMutual India Logo MassMutual India

Associate

Big Data • Fintech • Information Technology • Insurance • Financial Services
Hyderabad, Telangana, IND

MyBambu Logo MyBambu

Training, Onboarding, and Development Specialist

Fintech • Mobile • Other • Payments • Social Impact • Financial Services • App development
West Palm Beach, FL, USA
120 Employees

Bectran, Inc Logo Bectran, Inc

UX/UI Designer

Artificial Intelligence • Fintech • Information Technology • Machine Learning • Software • Automation
Schaumburg, IL, USA
51 Employees

Similar Companies Hiring

MyBambu Thumbnail
Social Impact • Payments • Other • Mobile • Fintech • Financial Services • App development
West Palm Beach, Florida
120 Employees
Bectran, Inc Thumbnail
Software • Machine Learning • Information Technology • Fintech • Automation • Artificial Intelligence
Schaumburg, IL
51 Employees
MassMutual India Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Big Data
Hyderabad, Telangana

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account