Senior Manager, Franchise Recruiting & Engagement

Posted 4 Hours Ago
Be an Early Applicant
New York, NY, USA
In-Office
120K-161K Annually
Senior level
Fintech • Payments • Financial Services
The Role
Lead recruiting, onboarding, and development for novice and experienced advisors in the NY Metro territory. Drive advisor engagement, advisor business planning, practice growth initiatives, and customized onboarding for new hires and acquisitions. Partner with field leadership and franchise consultants to implement programs, support ad-hoc advisor needs, and connect advisors to resources to grow production.
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 Novice and Experienced Advisors recruiting and development, staff career path and Experienced Advisor onboarding for the Territory (New York Metro). 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.
If you are not located close to a physical office, remote work is considered for qualified candidates. Any expectations for travel or in-person collaboration will be discussed during the hiring process. This position is eligible for remote work in these locations: NY (NY Metro) and other locations in the Mid-Atlantic region.
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).

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, offering 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, driving 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. Connecting 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 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 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 is required.

Preferred Qualifications

  • Experience with recruiting.
  • Experience in financial services industry.
  • Series 7.
  • Series 66.

Base Pay Salary

The estimated base salary for this role is $120,400 - $160,500 / 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.

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
  • 5+ years of experience
  • Ability to work independently with high initiative and collaboratively with teams to drive results
  • Ability to create and implement change, drive results, and hold others accountable
  • Extensive project management experience, including operational, onboarding and recruiting projects
  • Outstanding relationship management, negotiation, and influencing skills with all advisor levels
  • Ability to monitor and service remote and/or multiple office locations
  • Excellent written and verbal communication skills
  • Some travel is required
  • Valid U.S. work authorization that does not require visa sponsorship
  • Experience with recruiting
  • Experience in financial services industry
  • Series 7
  • Series 66
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