Associate Manager - Bedford, NH
Company Name:
Ameriprise Financial
Associate Manager - Bedford, NH
Job ID 1967BR
Recruiting Location Bedford, NH
Full-Time / Part-Time Full-Time
Exempt/Non-Exempt Exempt
Job Family Sales
Job Function Advisor
Job Description Help drive profitable growth for assigned advisors in a small geography or within a large office by leading, coaching and developing advisors; creating a compelling business plan emphasizing GDC growth, Client Acquisition and Financial Planing; ensuring increased advisor retention, tenure and productivity; driving revenue and asset growth; optimizing resources for the advisors in consideration of local demographics, advisor abilities and prudent use of corporate resources.
Responsibilities Develop book of business and drive personal practice growth. Generate leads for personal practice using the conversation tool (i.e. EASE). Approach prospects, asking for referrals, approaching natural market, making community connections. Facilitate effective sales meetings, holding workplace/corporate seminars. Lead clients through Financial Planning processes and tools. Service the client: present solutions by analyzing client cases, reviewing service products, business transactions. Lead and coach assigned advisors in a small geography or within a large office to increase asset gathering and productivity. Identify teaming opportunities for assigned advisors and where appropriate facilitate partnerships. Assist in the development and training of advisors abilities on core skills of: driving high value client acquisition including referral, implementing a financial planning practice, driving sales implementation with clients. Ensure assigned advisors have consistent systems/tools/support to effectively manage their business within the Ameriprise business model. Implement and manage PMP and PIP for advisors as necessary. In stand-alone branches, drive profitable growth and results for own branch through prudent expense management (P&L) and investments in key business strategies. Partner with their Branch Manager to drive growth and results for assigned advisors. Focus on strategies to drive advisor retention. Active in local community through building COIs, growing personal network, etc. When necessary provide operational support for the office / assigned advisors. Leverage corporate resources (RSDs, RSMs) to increase advisor competency at delivering the client experience through client acquisition, financial planning, ongoing relationship management and product implementation. Ensure advisors adhere to the firm s policies and procedures and conduct business in ethical manner. Build centers of influence through FPA, community involvement, industry seminars, etc. Work with leader to target recruits including but not limited to EAR, and advisor, practice acquisitions. Understand and clearly articulate Ameriprise value proposition to external candidates. Weekly to bi-weekly 1:1s with advisors in branch. Monthly reviews with branch support staff. Biweekly results review with Branch Manager or Complex Director (key metrics, high potential advisors, etc.).
Required Qualifications Some college degree, MBA preferred. FINRA Series 7, 63 & 66. Series 9/10 & 24 highly encouraged but, not required 3
Years experience. Obtain and maintain appropriate registrations to provide oversight on broker/dealer. operations and develop advisor training (typically Series 7 & 24). Maintain state securities registrations in resident state, place of business, and states where securities-based compensation is received (Srs 63 or 66). Maintain an insurance license in resident state, place of business, and states where insurance-based compensation is received. Maintain Investment Advisor Representative registration in investment advisor representative states with a place of business (Series 65 or 66). 3
yrs of people mgmt and 4
yrs of professional experience. Excellent compliance record and knowledge of compliance requirements.
License(s) Required Series 7
Series 9/10
Series 24
Series 63 (State Securities)
Series 66 (State Securities & IAR)
About Ameriprise Focused on people, not just our bottom line.
Here, you''ll be part of an inclusive, collaborative culture that rewards you for your contributions. You''ll work with other talented people who share your passion for doing great work that''s in the best interest of our clients. And you''ll have plenty of opportunities to make your mark at the office - and a difference in your community. So if you''re talented, driven and want to work for a company that cares, put a rewarding career more within reach at Ameriprise Financial.Estimated Salary: $20 to $28 per hour based on qualifications.
Ameriprise Financial
Associate Manager - Bedford, NH
Job ID 1967BR
Recruiting Location Bedford, NH
Full-Time / Part-Time Full-Time
Exempt/Non-Exempt Exempt
Job Family Sales
Job Function Advisor
Job Description Help drive profitable growth for assigned advisors in a small geography or within a large office by leading, coaching and developing advisors; creating a compelling business plan emphasizing GDC growth, Client Acquisition and Financial Planing; ensuring increased advisor retention, tenure and productivity; driving revenue and asset growth; optimizing resources for the advisors in consideration of local demographics, advisor abilities and prudent use of corporate resources.
Responsibilities Develop book of business and drive personal practice growth. Generate leads for personal practice using the conversation tool (i.e. EASE). Approach prospects, asking for referrals, approaching natural market, making community connections. Facilitate effective sales meetings, holding workplace/corporate seminars. Lead clients through Financial Planning processes and tools. Service the client: present solutions by analyzing client cases, reviewing service products, business transactions. Lead and coach assigned advisors in a small geography or within a large office to increase asset gathering and productivity. Identify teaming opportunities for assigned advisors and where appropriate facilitate partnerships. Assist in the development and training of advisors abilities on core skills of: driving high value client acquisition including referral, implementing a financial planning practice, driving sales implementation with clients. Ensure assigned advisors have consistent systems/tools/support to effectively manage their business within the Ameriprise business model. Implement and manage PMP and PIP for advisors as necessary. In stand-alone branches, drive profitable growth and results for own branch through prudent expense management (P&L) and investments in key business strategies. Partner with their Branch Manager to drive growth and results for assigned advisors. Focus on strategies to drive advisor retention. Active in local community through building COIs, growing personal network, etc. When necessary provide operational support for the office / assigned advisors. Leverage corporate resources (RSDs, RSMs) to increase advisor competency at delivering the client experience through client acquisition, financial planning, ongoing relationship management and product implementation. Ensure advisors adhere to the firm s policies and procedures and conduct business in ethical manner. Build centers of influence through FPA, community involvement, industry seminars, etc. Work with leader to target recruits including but not limited to EAR, and advisor, practice acquisitions. Understand and clearly articulate Ameriprise value proposition to external candidates. Weekly to bi-weekly 1:1s with advisors in branch. Monthly reviews with branch support staff. Biweekly results review with Branch Manager or Complex Director (key metrics, high potential advisors, etc.).
Required Qualifications Some college degree, MBA preferred. FINRA Series 7, 63 & 66. Series 9/10 & 24 highly encouraged but, not required 3
Years experience. Obtain and maintain appropriate registrations to provide oversight on broker/dealer. operations and develop advisor training (typically Series 7 & 24). Maintain state securities registrations in resident state, place of business, and states where securities-based compensation is received (Srs 63 or 66). Maintain an insurance license in resident state, place of business, and states where insurance-based compensation is received. Maintain Investment Advisor Representative registration in investment advisor representative states with a place of business (Series 65 or 66). 3
yrs of people mgmt and 4
yrs of professional experience. Excellent compliance record and knowledge of compliance requirements.
License(s) Required Series 7
Series 9/10
Series 24
Series 63 (State Securities)
Series 66 (State Securities & IAR)
About Ameriprise Focused on people, not just our bottom line.
Here, you''ll be part of an inclusive, collaborative culture that rewards you for your contributions. You''ll work with other talented people who share your passion for doing great work that''s in the best interest of our clients. And you''ll have plenty of opportunities to make your mark at the office - and a difference in your community. So if you''re talented, driven and want to work for a company that cares, put a rewarding career more within reach at Ameriprise Financial.Estimated Salary: $20 to $28 per hour based on qualifications.
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