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Regional Director, Experienced Advisor Recruitment and Business Development- Michigan Territory

Remote: 
Full Remote
Contract: 
Salary: 
100 - 100K yearly
Experience: 
Expert & Leadership (>10 years)

Offer summary

Qualifications:

Bachelor's degree or equivalent experience, 7-10 years of relevant experience, Experience recruiting financial advisors, Strong understanding of broker dealer processes.

Key responsabilities:

  • Recruit experienced financial advisors in Michigan
  • Manage recruitment pipeline and communicate results

Columbia Threadneedle Investments, US logo
Columbia Threadneedle Investments, US https://www.columbiathreadneedleus.com/
1001 - 5000 Employees
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Job description

Represent Ameriprise Financial and its business platforms - Ameriprise Franchise Group (AFG) and/or Ameriprise Advisor Group (AAG) - with the goal of recruiting high quality Experienced Financial Advisors into the firm. Travel throughout the Michigan territory building relationships with advisors at competing firms who may be open to considering a change in affiliation. This role is accountable for overall regional recruitment results. Ideal candidates will have Advisor Business Development and Transition experience at a large Wire House or Independent Broker Dealer.

  • 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 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

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. Closing Date: 03/03/2025

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

Required profile

Experience

Level of experience: Expert & Leadership (>10 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Negotiation
  • Relationship Management
  • Verbal Communication Skills
  • Analytical Skills
  • Collaboration
  • Detail Oriented

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