Senior Director - Franchise Engagement & Implementation

Create and execute strategies that facilitate high impact growth and achievement critical to AFG and the Region's success. Drive accountability for the business results (~1,250 advisors) and financial management of the region. Ensure that the office of the Region Vice President and the region is running efficiently and that all tools and processes required for the effective management of the business are fully integrated. Partner with multiple FFVPs to drive consistent operational execution across territories to increase revenue leverage for sales region.

Key Responsibilities:

• Develop and manage rigorous tracking, reporting, and analytic tools and processes to enable the Region and Territory Leadership team to proactively manage business results. Ensure that the office of the Region Vice President (RVP) and the region is running efficiently and that all tools and processes required for the effective management of the business are fully integrated and utilized by the Field Vice Presidents and their teams. Lead the annual business planning process and periodic business reviews.

• Responsible for daily management of region operations, including financial management and reporting. Ensure that sound business processes are in place to proactively manage and track revenues, expenses, and recoveries. Develop and manage Region communications and systems, to effectively engage advisors in growth and development opportunities, maintain culture and community for advisors, and provide support and direction to leadership team.

• Lead and manage implementation planning and execution for all Region-wide initiatives (e.g, advisor training and development conferences), as well as for any major projects and initiatives that impact the field (e.g., major systems and process changes). Provide support to the RVP on all strategic planning and initiatives for the Region as well in development of new tools, resources, and processes designed to increase efficiency and create leverage.

• Partner with RVP to formulate strategies, tactics and supporting plans to deliver on the assigned national Strategic Imperatives, as well as the growth goals for the region. Act as a delegate for the RVP at Regional and strategic partner meetings (e.g. Field team meetings, Strategic Imperative meetings, Corporate Partner 1:1s and RVP meetings).

• Provide leadership and direction to the entire Region Field Leadership team including work direction, training and development, performance management and reviews. Manage the mid-year and year-end review process, and the development planning process for all members of the team under the direct leadership of the RVP.

Required Qualifications:

• Bachelors degree or equivalent.

• 10+ years relevant experience required.

• Proven ability to drive results and track success against key metrics and priorities.

• Demonstrated financial management skills (total P&L) and experience.

• Excellent organization skills.

• Ability to manage multiple concurrent projects.

• Knowledge and ability to effectively apply corporate policies.

• Demonstrated experience in utilizing desktop tools in the development and maintenance of business systems and reports. Excellent written and verbal communications skills.

Preferred Qualifications:

• Masters degree or equivalent

• Series 24, Series 7 and 63 licenses

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.