Advisor Recruiting & Onboarding Leader

Ameriprise Financial; Chicago (IL); Hybrid; USD 118.000 - 162.000; Vollzeit

Zusammenfassung

Ameriprise Financial is seeking a senior recruiter/leader to drive advisor recruitment and development across the Territory. You will partner with local leadership to implement business plans, onboard new hires and acquisitions, and ensure engagement in growth programs and regional trainings.

You will manage sourcing strategies, interview processes and collaboration with franchise leadership to transition clients and assets efficiently, while maintaining a focus on client-centric outcomes and

Qualifikationen

• 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 experience required, preferably in leading operational, onboarding 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 required.

Aufgaben

• Lead a high quality, high quantity recruiting/career path effort for Franchisee Staff, Novice/Experienced Advisors and External Practice Acquisition hires for the Territory.
• Lead the annual Advisor Business Planning process for the Territory, ensuring a high quality implementation that drives participation and growth.
• Lead the onboarding process for all new advisor hires and practice acquisitions for the territory.
• Present strategic messaging on behalf of the local leadership team in advisor engagement venues and connect top advisors to tools and resources.

Kenntnisse

Independent work

Team collaboration

Strategic thinking

Project management

Communication

Relationship management

Negotiation

Travel readiness

Ausbildung

Bachelor's degree or equivalent

Jobbeschreibung

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. 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.

Key Responsibilities

• Lead a high quality, high quantity recruiting/career path effort for Franchisee Staff, Novice/Experienced Adivors 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, offer 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, drive 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. Connect top advisors to tools and resources designed to help them troubleshoot issues and drive growth within their practice.

Required Qualifications

• Bachelors 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 experience 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 required.

Preferred Qualifications

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

Remote Work

This position is remote. 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 : Illinois, or Chicago area

Visa Sponsorship

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).

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Base Pay Salary

The estimated base salary for this role is $117,700-$161,800 - 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.