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RBFCU Wealth Management

Regional Recruiting Director, Experienced Advisor Recruiting - NY Metro

Reposted 3 Days Ago
Be an Early Applicant
In-Office
New York, NY, USA
100K-100K Annually
Senior level
In-Office
New York, NY, USA
100K-100K Annually
Senior level
Lead regional recruiting of experienced financial advisors for Ameriprise across the NY Metro territory. Manage recruiting pipeline, build referral sources and partnerships, evaluate advisor portability and fit, communicate value proposition, and drive recruiting results while coaching field leaders and maintaining accurate candidate records.
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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

Represent Ameriprise Independent Advisors (AIA), Ameriprise Advisor Group (AAG), and Ameriprise Financial Institutions Group (AFIG) to all channels of distribution with the goal of recruiting quality new advisors into the firm. Travel throughout their territory building relationships with advisors at competing firms who may be open to considering a change in affiliation and is accountable for overall regional recruiting results.

Key Responsibilities

  • Manage advisor recruiting pipeline by leveraging team resources, implementing best practices and activity. Maintain accurate and timely candidate records in recruiting contact management system and report accurately on results. Communicate advisor recruiting status and results effectively to internal and external audiences. Answer advisor questions and resolve issues as needed.

  • Communicate Ameriprise value proposition through brokerage knowledge and expertise effectively to prospective advisors. (i.e., overcome objections, provide clarifying information, etc.). Evaluate advisor practices to ensure portability of assets and compliance with company hiring standards.

  • Create a consistent, high volume flow of qualified candidates through various sources including referrals from online tools, networking with local wholesalers in the region, and firm marketing/advertising through industry publications. Build centers of influence to promote advisor referral opportunities with existing franchise advisors and other field staff to develop local recruiting sources.

  • Build and maintain strong partnerships between corporate partners, field leaders and advisors to achieve recruiting goals aligned with business strategies. Set expectations with advisors and field leaders around recruiting process. Extensive phone work is instrumental to success in the role.

  • Demonstrate and maintain a strong fundamental knowledge of products, process and capabilities for broker dealer. Maintain current industry competitive intelligence, benchmarking and analysis.

Required Qualifications

  • Education: Bachelors degree or equivalent (4-years)

  • Experience: 7-10 years of relevant experience.

  • Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for

  • education and experience.

  • Proven understanding of products, process and capabilities for broker dealer.

  • Experienced in recruiting efforts within the financial services industry.

  • Proven success in driving results and managing multiple priorities effectively.

  • Demonstrated ability to work independently; viewed as effective and trusted business partner with field leadership and internal partners.

  • Outstanding relationship management, negotiation, collaboration and influencing skills.

  • Demonstrated ability to assess readiness and to coach and develop others.

  • Strong analytical skills, detail orientation, tracking and follow-up.

  • Excellent written and verbal communication skills.

  • Support and drive diversity hiring efforts.

  • Candidate MUST live in territory.
    Preferred Qualifications

  • Series 7 preferred.

Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

Remote Work

This position is remote.  Any expectations for travel or in-person collaboration will be discussed during the hiring process.  This position is eligible for remote work in these locations: New York Metro

Base Pay Salary

The estimated base salary for this role is $100,000/ 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

Human Capital

Line of Business  

AAG Ameriprise Advisor 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.

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