Vista previa generada por IA
Únete a Ameriprise como Associate Sales Manager y lidera el crecimiento de asesores financieros en Minneapolis.
Gestiona cohortes, coaching y herramientas CRM para impulsar la práctica de asesores en un entorno financiero dinámico.
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
In this role, you will partner with Regional Sales Managers (RSM) and Regional Sales Directors (RSD) to drive best in class organic growth of Ameriprise advisors as measured by net flows, target market client acquisition and advice through helping advisors implement the Ideal Practice Model and modernize their practice. You will leverage modern coaching model to drive growth via cohorts, learning and growth labs and asynchronous support.
Key Responsibilities
- Manage ongoing engagement with new advisors as they enroll in coaching programs. Engage with RSMs and RSDs to develop personalized learning plans, leading and lagging indicators to hit their business planning goal.
- Manage up to 60 different cohorts of advisor learners at a time with a focus on providing updates to RSMs and RSDs on engagement and areas of opportunity. Partner with cross organizational team members to curate relevant content. Build and update unique scoreboards for each cohort.
- Support national and regional calendar of learning and growth labs. First line support of live Q/A during calls. Work with learning team to develop pre and post event expectations, content and follow-up.
- Work with operations team to serve up asynchronous communication ideas to RSMs and RSDs. Leverage the existing reporting to identify key opportunities and suggest methods of communication to lead coach.
- Work 1:1 via referral with an advisor or operations team member on installation of key Ameriprise tools like CRM, eMeeting, Advice Insights and the marketing suite of capabilities.
Required Qualifications
- Bachelor’s degree or equivalent
- Ability to influence advisor and field leader behavior
- Analytical and conceptual thinking required to assist advisors, which may be subject to individual case analysis
- Demonstrated ability working in a fast-paced environment, and previous experience successfully managing multiple competing priorities
- Strong attention to detail
- Previous experience working collaboratively with a wide variety of partners
- Strong communication, coaching, training and general presentation skills
- Ability to coach advisors on the compliant application of financial planning tools as an integral part of an advice-based practice
- Ability to collaborate, develop and maintain relationships, and influence field sales leaders and advisors to drive results
- 1 - 3 years’ relevant experience required
- Series 7 or 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
Preferred Qualifications
- Previous experience in financial services industry strongly preferred
- Knowledge of financial planning principles and process, as well as knowledge of advisor practice management processes and systems
Base Pay Salary
The estimated base salary for this role is $62,300 - $85,700/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.