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
Provide leadership to diverse team who provide in-person and virtual support for experienced advisors who join the firm. This leadership includes working with both the team members as well as our AAG/AFG/AFIG field partners to coordinate assignments and ensure a high quality referrable advisor and client experience. Provide coaching, development and support to staff members to ensure timely and accurate execution of daily functions, while meeting all compliance and regulatory requirements. Drive implementation of process improvements ensuring all processes and procedures are appropriately documented. Serve as leader resource and subject matter expert in project and business driven initiatives.Key Responsibilities
Provide leadership and coaching to direct reports, including providing work direction and support to team on process, procedures, escalated and complex issues. Assign travel location and duration. Develop methods to measure and report on department performance, ensuring resources are properly allocated and workload is managed to meet all accuracy, transactional processing, quality metrics and standards, and compliance and regulatory requirements.
Partner closely with field leadership members during the planning and execution of the onboarding of an experienced advisor recruit. This includes looking for solutions for escalations and well as modifying team travel schedules to cover changing circumstances.
Occasional travel to support onboardings and/or observe team members.
Drive and provide leadership to implement process improvements, proactively identifying and resolving complex business issues to improve efficiencies and increase operational effectiveness. Provide oversight of policies and procedures, ensuring all procedures are appropriately documented and reviewed to meet compliance and regulatory requirements. Work with internal and external business partners to effectively identify and minimize risk.
Serve as lead resource and subject matter expert in projects and business driven initiatives within team and across Service and Operations, that generally have larger enterprise-wide impacts.
Provide leadership and coaching to management team through appropriate leadership techniques, including goal setting, managing performance, coaching and developing staff to promote both individual and team success. Provide leadership and guidance on all levels of processes and procedures as well as compliance and regulatory requirements. Consider impacts related to implemented changes and communicates appropriately.
Required Qualifications
Education: High school or GED
Previous experience with onboarding of experienced advisor recruits including onsite management of the onboarding
Knowledge of the Ameriprise field organization
Preferred Qualifications
Education: Bachelors degree or equivalent (4-years)
*Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for
education and experience.
Base Pay Salary
The estimated base salary for this role is $93,400-$128,400/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
Exempt/Non-Exempt
Job Family Group
Line of Business
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.
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.
