Remote Regional Growth Director, Advisor Ramp-Up

Ameriprise Financial Services, LLC

Minneapolis (MN)

Remote

USD 115,000 - 157,000

Full time

2 days ago
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Benefits offered by this job

Remote Work

Job summary

Ameriprise Financial Services, LLC is seeking an EAR Ramp Up Regional Sales Director to accelerate revenue growth for franchise advisors moving books of business to Ameriprise through the EAR program. You will coach, analyze book performance, and partner with field leaders to drive GDC and AUM growth.

Preferred location is the greater Minneapolis area, but this role is remote nationwide, with travel up to 25% and a strong focus on scalable practices and measurable outcomes within Wealth

Qualifications

  • Bachelor's degree or equivalent experience.
  • 7+ years of relevant work experience.
  • FINRA Series 7 or ability to obtain within 90 days.
  • Active State securities agent registration (S63 or S66) or ability to obtain within 90 days.
  • Active State IAR (S65 or S66) ability to obtain within 90 days.
  • Ability to travel 25%

Responsibilities

  • Revenue Growth & Business Development: Drive post-transition revenue growth, GDC production, and asset accumulation for EAR advisors.
  • Partner with advisors to establish and execute 12-month growth plans focused on revenue recovery and acceleration.
  • Monitor advisor progress against pre-transition production benchmarks and growth targets.
  • Identify opportunities to increase client acquisition, deepen client relationships, and expand wallet share.
  • Support advisors in implementing proven business development and client acquisition strategies.
  • Book of Business Analysis & Opportunity Identification: Conduct comprehensive book-of-business reviews to uncover opportunities for New assets under management, Net flows, Client acquisition, Cross-sell and advice opportunities, Client retention and consolidation, Fee-based asset growth.
  • Analyze client segmentation, revenue concentration, and advisor pipelines to prioritize growth opportunities.
  • Develop actionable recommendations and business plans based on advisor opportunity analysis.
  • Utilize performance reporting and business intelligence tools to identify trends and areas of opportunity.
  • Advisor Coaching & Consultation: Deliver one-on-one coaching, practice consultations, and structured growth planning sessions.
  • Guide advisors in building scalable business processes, client service models, and prospecting disciplines.
  • Help advisors establish consistent execution routines that lead to sustainable growth.
  • Facilitate accountability discussions focused on activity, pipeline development, and business results.
  • Coach advisors to effectively utilize Ameriprise resources, technology, and growth programs.
  • EAR Ramp Up Program Execution: Lead advisor participation in the EAR Ramp Up program and related growth initiatives.
  • Coordinate coaching strategies with field leaders, lead advisors, and business partners.
  • Monitor participation, engagement, and performance outcomes throughout the advisor's ramp-up period.
  • Support successful transitions from onboarding and ramp-up into long-term growth programs.
  • Share best practices and success stories across cohorts to accelerate advisor development.
  • Partner & Field Leader Collaboration: Collaborate with Franchise Field Partners, Complex Directors, and Lead Advisors to support advisor growth.
  • Partner with Wealth Management, RiverSource, and other product specialists to identify growth opportunities.
  • Conduct regular business reviews with field leaders to assess advisor progress and action plans.
  • Serve as a trusted consultant on advisor growth strategy and business performance.
  • Performance Measurement & Accountability: Track advisor performance against key metrics including GDC growth, Asset gathering, Net flows, Client acquisition, Pipeline activity, Book retention.
  • Maintain scorecards and business reviews to monitor progress and reinforce accountability.
  • Provide leadership with regular updates on advisor engagement, growth opportunities, and results.
  • Success Measures: Growth in advisor GDC and revenue production; Improvement in assets under management and net flows; Client acquisition and business development outcomes; Book retention and successful advisor transitions; Advisor engagement and completion of ramp-up activities.; Identification and execution of actionable growth opportunities through book-of-business consulting; Successful transition of advisors into sustainable long-term growth programs.
  • This RSD role is less as a traditional coach and more as a post-transition growth consultant responsible for revenue recovery, GDC acceleration, new asset gathering, and book-of-business optimization, which aligns with the intent of the EAR Ramp Up program

Skills

Leadership
Analytical skills
Communication
Sales experience
Coaching
Travel willingness

Education

Bachelor's degree or equivalent experience

Job description

Ameriprise Financial Services, LLC is seeking an EAR Ramp Up Regional Sales Director to accelerate revenue growth for franchise advisors moving books of business to Ameriprise through the EAR program. You will coach, analyze book performance, and partner with field leaders to drive GDC and AUM growth.

Preferred location is the greater Minneapolis area, but this role is remote nationwide, with travel up to 25% and a strong focus on scalable practices and measurable outcomes within Wealth

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