Dealer Success Manager - New York, NY Jobs Everywhere
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Ameriprise Financial
Regional Director, Experienced Advisor Recruitment and Business DevelopmentCT, VT, Western MA, NY (NOT METRO)In this role, you will represent the Ameriprise Franchise Group (AFG) and/or Ameriprise Adv...
Jun 5, 2025
Hartford, CT
Ameriprise Financial
Regional Director, Experienced Advisor Recruitment and Business DevelopmentCT, VT, Western MA, NY (NOT METRO)In this role, you will represent the Ameriprise Franchise Group (AFG) and/or Ameriprise Adv...
Jun 5, 2025
Fairfield, CT
Wells Fargo
About this role:Wells Fargo is seeking a Senior Lead Compliance Officer to join the CIB Fixed Income Business Aligned Compliance Team. This role within the Fixed Income Sales & Trading Compliance Team...
Jun 4, 2025
CHARLOTTE, NC
Wells Fargo
About this role:Wells Fargo is seeking a Senior Lead Compliance Officer to join the CIB Fixed Income Business Aligned Compliance Team. This role within the Fixed Income Sales & Trading Compliance Team...
Jun 4, 2025
NEW YORK, NY
Capital One
Principal Project Manager: Design Manager (Retail Design - Cafes)Capital One's Retail Design Team is looking for a creative and innovative thinker with strong problem solving skills. In this position,...
Mar 30, 2025
Chicago, IL
Regional Director, Experienced Advisor Recruitment and Business Development
Hartford, CT
Jun 5, 2025
Regional Director, Experienced Advisor Recruitment and Business Development
CT, VT, Western MA, NY (NOT METRO)

In this role, you will represent the Ameriprise Franchise Group (AFG) and/or Ameriprise Advisor Group (AAG) to all channels of distribution with the goal of recruiting quality new advisors into the firm. You will travel throughout the territory of CT, VT, Western MA, Upstate New York (not Metro), 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.

The preferred location for this role is within the territory of CT, VT, Western MA, New York (not Metro)

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

  • Bachelor's degree or equivalent (4-years)
  • 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

Preferred Qualifications

  • FINRA Series 7 strongly preferred

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.

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 $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. Closing Date: July 5, 2025

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 time

Exempt/Non-Exempt

Exempt

Job Family Group

Human Capital

Line of Business

AAG Ameriprise Advisor GroupPDN-9f14312a-a168-41e7-91e2-f58585b90e67
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Regional Director, Experienced Advisor Recruitment and Business Development
Ameriprise Financial
Hartford, CT
Jun 5, 2025
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