This role will report to Jon Jackson as he is moving into a new role as of January 8, 2025.
Drive the results and growth for the franchise advisor platform by recruiting experienced advisors to join Ameriprise. Develop, implement, and monitor organic growth coaching programs directed at legacy and EAR advisors. Deploy resources to support recruiting strategies, drive advisor enrollment and engagement in growth coaching, hold independent contractor coaches accountable to implementing programs, provide leadership, and develop team members.
Key Responsibilities
Develop and implement an advisor recruitment strategy for the territory.
Lead experienced advisor recruiting acquisition and on-boarding.
Create the strategic business plan and implement growth coaching and other programs to drive franchise advisor success.
Create the strategic business plan and implement programs to drive franchisee advisor success.
Monitor territory business results and adjust programs accordingly.
Act as resource broker role for Franchise Consultants and Franchisee Advisors to drive sustainable growth.
Provide leadership and direction to staff and leaders, while leveraging resources to deliver on goals.
Act as the primary face of the channel and build culture and community to support franchisee retention.
Leverage region resources to achieve success of franchise platform including all staff roles (i.e., Marketing, Compliance, Operations, Finance, etc.).
Ensure compliance, brand standards, client service, and client satisfaction benchmarks are met.
Required Qualifications
Bachelor’s degree or equivalent.
10+ years of experience.
Leadership, influencing, and sales skills (e.g., ability to motivate franchisee advisors to grow their practice and sales proficiency and expertise).
Professionalism in representing Ameriprise's brand to the general public.
Expertise in financial services and financial planning, and compliance with all regulatory standards. Ability to coach/develop/influence others outside span of employee/leader role.
Ability to manage P & L financials and drive business results.
Series 7 or ability to obtain within 150 days.
Series 24 ability to obtain within 150 days.
State securities agent registration (S63 or S66) or ability to obtain within 150 days.
State IAR registration (S65 or S66) or ability to obtain within 150 days.
Life & Variable Contracts or ability to obtain within 150 days.
Incumbent must reside in eastern Massachusetts, Maine or New Hampshire.
Preferred Qualifications
Master’s degree or equivalent.
Demonstrated competencies in leadership such as relationship building, influencing without authority, leveraging resources, developing people, and holding individuals accountable.
Demonstrated competencies as an advisor, new client acquisition, client satisfaction score, and plans sold GDC per plan.
Demonstrated results in successfully coaching advisors.
Good personal competencies, resilience, stress management, judgment, etc.
Demonstrated track record of following compliance policies, principles, and procedures.
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.
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
Sales
Line of Business
AFG Ameriprise Franchise Group
