Ameriprise Financial
Vice President & General Manager, Head of Ameriprise Advisor Center
Ameriprise Financial, Minneapolis, Minnesota, United States, 55400
As a Vice President & General Manager for the Ameriprise Advisor Center, we are seeking a Sales Leader to grow the advice center dedicated to providing clients with personalized financial guidance and support in a centralized distribution model. In this role, you will lead the Ameriprise Advisor Center (AAC) employees and work in a dynamic, team-based environment. This team provides personalized financial advice, tailored solutions, and ongoing support to clients over the phone, online and through email. This position is responsible for driving the strategic growth strategy of the Ameriprise Advisor Center (AAC), including end-to-end design through execution of a strong and compelling value proposition for Ameriprise clients, advisors and employees that capitalizes the benefits that the AAC model offers given size, scale and number of clients available.
Responsibilities:
Developing and evolving the AAC strategy to deliver personalized and comprehensive financial advice to clients, increasing trust, satisfaction, and advocacy, thereby increasing sales and financial results.
End-to-end responsibility for business planning and resulting AAC financial results and impact for the AWM segment.
Creating a talent strategy that includes career paths, succession planning, and development.
Developing and cultivating strong partnerships across the enterprise to continue the growth and evolution of the AAC.
Leading the strategy and development of the overall execution of the AAC to deliver a consistent client experience for clients and prospective clients.
Managing the strategy for development and succession planning throughout the sales organization, supporting employee development and managing inclusion & diversity strategy.
Providing leadership support to the sales and operations annual planning process and organization-wide strategic planning.
Proactively developing strong working partnerships to continue evolving the AAC to optimize employee engagement, client experience, and execution to improve results.
Developing, implementing, and adapting sales strategies to changing circumstances as required.
Leading projects on time and within budget, including cross team/department projects as required.
Ensuring effective controls are in place to proactively manage risk and remain in compliance with company policies and procedures.
Managing the budget for areas of responsibility and working to identify and solve potential challenges and opportunities.
The Preferred Candidate:
Leadership and Management:
Strong leadership skills, with the ability to inspire and manage a team.
Financial Acumen:
Deep understanding of financial products, markets, and regulations.
Customer Service:
Exceptional skills in client relationship management and customer service.
Strategic Mindset:
Ability to think strategically and creatively, driving innovation and continuous improvement.
Results oriented:
Accountable and focused on client needs and creating value for the shareholder.
Change Management:
Ability to build and develop top talent and effectively manage change.
Relationship Management:
Ability to build and manage internal and external relationships.
Analytical Skills:
Strong analytical and problem-solving abilities.
Technological Proficiency:
Familiarity with financial software and tools, staying updated with tech trends in the industry.
Required Qualifications:
15+ years of sales experience and advisory experience such as hands-on experience in financial planning, investment advising or similar roles.
Ability to hire and develop strong financial advisors aligned to providing the Ameriprise Client Experience.
Proven track record in leadership roles, managing teams and overseeing sales.
Excellent communication skills and a proven ability to develop and execute a strategy.
Experience managing a P&L, including revenue forecasting and budgeting skills.
Bachelor’s degree or equivalent experience; master’s preferred.
Series 7, 24, 63/66 or 65/66 required; ability to obtain them within a defined period according to Company policy.
About Our Company:We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer.
Equal Opportunity Employer: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.
Employment Type:
Full-Time
Exempt Status:
Exempt
Job Family Group:
Sales
Line of Business:
AWMBD Advice and Wealth Mgmt and Business Development
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Responsibilities:
Developing and evolving the AAC strategy to deliver personalized and comprehensive financial advice to clients, increasing trust, satisfaction, and advocacy, thereby increasing sales and financial results.
End-to-end responsibility for business planning and resulting AAC financial results and impact for the AWM segment.
Creating a talent strategy that includes career paths, succession planning, and development.
Developing and cultivating strong partnerships across the enterprise to continue the growth and evolution of the AAC.
Leading the strategy and development of the overall execution of the AAC to deliver a consistent client experience for clients and prospective clients.
Managing the strategy for development and succession planning throughout the sales organization, supporting employee development and managing inclusion & diversity strategy.
Providing leadership support to the sales and operations annual planning process and organization-wide strategic planning.
Proactively developing strong working partnerships to continue evolving the AAC to optimize employee engagement, client experience, and execution to improve results.
Developing, implementing, and adapting sales strategies to changing circumstances as required.
Leading projects on time and within budget, including cross team/department projects as required.
Ensuring effective controls are in place to proactively manage risk and remain in compliance with company policies and procedures.
Managing the budget for areas of responsibility and working to identify and solve potential challenges and opportunities.
The Preferred Candidate:
Leadership and Management:
Strong leadership skills, with the ability to inspire and manage a team.
Financial Acumen:
Deep understanding of financial products, markets, and regulations.
Customer Service:
Exceptional skills in client relationship management and customer service.
Strategic Mindset:
Ability to think strategically and creatively, driving innovation and continuous improvement.
Results oriented:
Accountable and focused on client needs and creating value for the shareholder.
Change Management:
Ability to build and develop top talent and effectively manage change.
Relationship Management:
Ability to build and manage internal and external relationships.
Analytical Skills:
Strong analytical and problem-solving abilities.
Technological Proficiency:
Familiarity with financial software and tools, staying updated with tech trends in the industry.
Required Qualifications:
15+ years of sales experience and advisory experience such as hands-on experience in financial planning, investment advising or similar roles.
Ability to hire and develop strong financial advisors aligned to providing the Ameriprise Client Experience.
Proven track record in leadership roles, managing teams and overseeing sales.
Excellent communication skills and a proven ability to develop and execute a strategy.
Experience managing a P&L, including revenue forecasting and budgeting skills.
Bachelor’s degree or equivalent experience; master’s preferred.
Series 7, 24, 63/66 or 65/66 required; ability to obtain them within a defined period according to Company policy.
About Our Company:We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer.
Equal Opportunity Employer: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.
Employment Type:
Full-Time
Exempt Status:
Exempt
Job Family Group:
Sales
Line of Business:
AWMBD Advice and Wealth Mgmt and Business Development
#J-18808-Ljbffr