Job Description
Job Description
Drive High Value Client Acquisition, Financial Planning and advisor GDC growth by supporting the direct leadership of the ABDG Regional Sales Managers (RSMs) and Sr Regional Sales Managers.
We appreciate that work-life balance is an important factor when considering your next career. If you are not located close to a physical office, remote work is considered for qualified candidates.
Responsibilities
• Provide daily leadership to ABDG regional sales teams supporting both the AAG and AFG platforms - coordinate and facilitate team meetings, 1:1's, call coaching, manage PTO and compliance. Maintain an environment and culture that motivates employees to work towards their full potential.
• Develop the support and sales strategy for the ABDG regional sales teams; balance the many needs placed on the team such as high quality, efficient in-bound phone support, effective outbound consulting, live training and effective, affluent client case support specifically. Develop marketing plans for all positions within the team.
• Provide thought leadership / project management, to key HVCA, advisor growth and financial planning strategy initiatives to meet the needs of our advisors , and provide a competitive advantage in a increasingly competitive market place. This requires cross functional and cross organizational responsibilities including leadership of external vendors.
• Ensure a high quality advisor experience that produces revenue through delivery of efficient strategies, processes, and tool usage to facilitate the growth of on-going HVCA and financial planning at Ameriprise. Drive advisor productivity through high quality advisor experience and efficient call center operations management. This includes partnering across the organization to align the support model.
• Partner with Senior executives to align on strategies to drive financial planning growth and HVCA and influence policy making.
• Develop and manage field leader and internal business partner relationships to create, refine and implement programs and initiatives.
• Present at conferences other events as a subject matter expert.
• Partner with recruiting directors / field leadership to present financial planning capabilities, marketing programs and overall growth coaching to advisors in all stages of recruitment.
Required Qualifications
• Bachelor's degree or equivalent
• 10+ years of relevant experience.
• Series 7, Series 24, Series 66, and Series 63/65; or ability to obtain within 90 days.
• Demonstrated ability to manage in a matrixed environment and build effective partnerships.
• Ability to manage through moderate amounts of ambiguity and multiple competing priorities.
• Strong understanding of the AMP broker dealer's structure, tools, and programs.
• Proven ability to develop future leaders.
• Mastery of whole message model, situational leadership and strong public speaking skills.
• Demonstrated mastery of the FP process and expertise in financial planning.
• Strong attention to detail
• Previous experience working collaboratively with a wide variety of partners.
Preferred Qualifications
• Masters degree or equivalent
• CFP or other related professional designation
• Financial advisor experience, including working with clients 1:1.
• Regional Sales Director experience coaching advisors face to face.
• Field Leadership experience.
• Ability to manage large number of field leaders cross platform.