Job Description
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
1 - 3 years' relevant experience
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
Ability to influence advisor and field leader behavior
Analytical and conceptual thinking required to assist advisors, which may be subject to individual case analysis
Strong written and verbal communication skills, including a demonstrated ability to interact effectively with all levels of the organization
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
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 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of 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.
Base Pay Salary
The estimated base salary for this role is $62,300 - $84,100 / 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.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 timeExempt/Non-Exempt
ExemptJob Family Group
SalesLine of Business
AFG Ameriprise Franchise GroupKey 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
1 - 3 years' relevant experience
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
Ability to influence advisor and field leader behavior
Analytical and conceptual thinking required to assist advisors, which may be subject to individual case analysis
Strong written and verbal communication skills, including a demonstrated ability to interact effectively with all levels of the organization
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
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 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of 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.
Base Pay Salary
The estimated base salary for this role is $62,300 - $84,100 / 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.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 timeExempt/Non-Exempt
ExemptJob Family Group
SalesLine of Business
AFG Ameriprise Franchise Group
About Ameriprise Financial
For 125 years, we have remained true to our vision of putting our clients' interests first. We are passionate about helping you live the full and rich life you’ve earned and committed to helping you be brilliant.
A company with integrity.
Integrity has been a core value since we were founded by John Tappan in 1894. It's how, through panics, recessions, the Great Depression, and the recent Great Recession, we've grown into a global financial leader. We've never lost our focus on our clients. That's who we are.
We have more than $875 billion in assets under management and administration.
We maintain leadership positions in each of our core business segments: Advice & Wealth Management, Asset Management, Annuities, and Protection.
We have more than 2 million individual, business, and institutional clients.
Our Leaders
Part of our strength as a company comes from the strength of our leadership—an experienced and long-tenured team.
Our Locations
Ameriprise Financial was founded and is headquartered in Minneapolis. We also have corporate offices throughout the United States and across the globe, including New York, Boston, London, and India.
Our History
Since 1894, we at Ameriprise Financial have been helping millions of clients invest towards their financial goals and dreams.
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