Field Vice President, Independent Channel (covering parts of MI, OH and IN)
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
This Field Vice President position leads a ~440-person geography covering Michigan’s Lower Peninsula, Greater Toledo, Ohio, and the South Bend, Indiana region, with full accountability for growth across the independent (franchise) advisor platform. In this role you will drive advisor recruitment by attracting experienced talent to Ameriprise while developing and executing organic growth coaching programs for legacy and EAR advisors. Additionally, you will mobilize resources to support recruiting strategies, increase advisor participation, and enhance engagement. Also, you will hold independent contractor coaches accountable for execution, while providing leadership, performance oversight, and ongoing development for team members. We are seeking a proven financial services leader with demonstrated experience driving advisor growth, influencing independent talent, and leading through indirect authority in a franchise model.
Key Responsibilities
Develop and implement an advisor recruitment strategy for the territory which includes the lower peninsula of Michigan, Greater Toledo Ohio and a small region in Indianna, considered the south bend. Lead experienced advisor recruiting acquisition and onboarding. Create the strategic business plan and implement growth coaching and other programs to drive franchise advisor success. Create the strategic business plan and implement programs to drive franchisee advisor success. Monitor territory business results and adjust programs accordingly. Act as resource broker role for Franchise Consultants and Franchisee Advisors to drive sustainable growth. Provide leadership and direction to staff and leaders, while leveraging resources to deliver on goals. Act as the primary face of the channel and build culture and community to support franchisee retention. Leverage region resources to achieve success of franchise platform including all staff roles (i.e., Marketing, Compliance, Operations, Finance, etc.). Ensure compliance, brand standards, client service, and client satisfaction benchmarks are met.
Required Qualifications
Bachelor’s degree or equivalent. 10+ years of experience in financial services, including demonstrated success helping advisors grow their practices, recruiting top advisor talent, and leading teams either directly or through influence. Proven leadership and influencing capabilities, including the ability to motivate, coach, and hold franchisee advisors accountable for growing their practices and achieving sales outcomes. High level of professionalism and executive presence, with the ability to represent the Ameriprise brand credibly with advisors, clients, and external stakeholders. Expertise in financial services and financial planning, and compliance with all regulatory standards. Ability to coach/develop/influence others outside span of employee/leader role. Strong business and financial management skills, including ability to manage P&L financial and drive business results. Series 7 or ability to obtain within 150 days. Series 24 ability to obtain within 150 days. State securities agent registration (S63 or S66) or ability to obtain within 150 days. State IAR registration (S65 or S66) or ability to obtain within 150 days. Life & Variable Contracts or ability to obtain within 150 days. Travel required
Preferred Qualifications
Master’s degree or equivalent. Demonstrated competencies in leadership such as relationship building, influencing without authority, leveraging resources, developing people, and holding individuals accountable. Demonstrated competencies as an advisor, new client acquisition, client satisfaction score, and plans sold GDC per plan. Successfully coaching advisors. High degree of personal effectiveness, including resilience, sound judgment, adaptability, and the ability to operate effectively in a fast-paced, performance-driven environment. Strong and consistent adherence to compliance policies, procedures, and risk management standards. Base Pay Salary The estimated base salary for this role is $100,000 – 122,500 per 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 Sales Line of Business AFG Ameriprise Franchise 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. Apply To This Job