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Director, Franchise Recruit & Engagement
Ameriprise Financial Services, LLCDirector, Franchise Recruiting & Engagement at Ameriprise Financial driving advisor recruiting and engagement initiatives across a territory. Collaborating with advisors and leadership to enhance business performance.
Core Competencies
Role fitUse this summary to align your resume positioning with the role.
Demonstrates expertise in recruiting, advisor development, and business consulting within the financial services sector, with a strong focus on strategic planning, relationship management, and effective onboarding processes. Proven ability to drive organic growth and implement change while fostering inclusive practices and maximizing advisor performance.
ATS Keywords
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About the role
Key responsibilities & impact- Drive organic growth across the assigned territory through strategic advisor engagement, business planning, and execution of growth initiatives.
- Lead the annual Advisor Business Planning process, ensuring high participation and effective implementation of advisor growth goals aligned to territory resources and business objectives.
- Partner with advisors, AFAs, and field leadership to identify growth opportunities, address business challenges, and promote best-in-class practice development.
- Increase advisor participation in region and territory events, growth programs, training sessions, and practice management initiatives.
- Connect top advisors with tools, resources, and programs designed to accelerate business growth and improve practice performance.
- Support field leaders and advisors with strategic consulting, implementation guidance, and follow-up coaching to maximize business outcomes.
- Lead a high-quality, high-volume recruiting strategy for Franchisee Staff, Novice and Experienced Associate Financial Advisors, and External Practice Acquisition candidates.
- Develop and execute diversified sourcing strategies that generate a consistent pipeline of qualified talent.
- Effectively assess candidates through screening and interviews, evaluate fit, and communicate the unique value proposition of each opportunity.
- Partner with franchise advisors and field leaders throughout the recruiting lifecycle, including sourcing, selection, offer negotiation, hiring, onboarding, and long-term development planning.
- Drive career path management initiatives for critical franchise staff positions to support succession planning and talent development.
- Promote inclusive recruiting practices and diverse candidate pipelines that align with organizational Diversity & Inclusion objectives.
- Lead the onboarding process for all newly hired Associate Financial Advisors and External Practice Acquisition transitions.
- Develop customized onboarding plans that accelerate advisor integration, productivity, and business growth.
- Serve as the primary point of contact throughout the onboarding experience, coordinating resources, training, systems access, and transition support.
- Ensure advisors successfully transition clients and assets while progressing toward pre-transition levels of production and growth.
Requirements
What you’ll need- Bachelor’s degree or equivalent combination of education and experience.
- 7+ years of relevant experience in recruiting, advisor development, business consulting, practice management, financial services, or related disciplines.
- Demonstrated ability to work independently with a high degree of initiative and accountability while effectively collaborating across teams.
- Proven ability to create and implement change, drive measurable results, and hold stakeholders accountable.
- Strategic mindset with the ability to translate long-term vision into tactical execution plans.
- Outstanding relationship management, consulting, negotiation, and influencing skills.
- Strong project management experience, including the leadership of recruiting, onboarding, advisor development, or operational initiatives.
- Excellent written and verbal communication and presentation skills.
- Knowledge of Ameriprise Financial field organization, advisor business models, policies, and operational processes.
- Ability to support multiple offices and remote locations.
- Willingness to travel as required.
Benefits
Comp & perks- Health insurance
- 401(k)
- Paid time off
- Flexible work arrangements
- Professional development opportunities