Director Of Projects Jobs in North Carolina

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

The Director of Advice Growth role is responsible for leading strategic sales efforts driving advice growth (as measured by goal-based advice, comprehensive advice fees and plan count, and advice product implementation). The role will be responsible for developing channel-specific advice implementation plans, by partnering with key channel leader partners, conducting advice sales opportunity analysis, advisor segmenting, targeting and engagement, and brokering key training, product, tool, & High Net Worth SME resources. The position is a key strategic partner for field & corporate leaders, advisors, and product partners in each channel.

Please note that we are posting 3 roles and through the interview process, we will learn and suggest which platform is best aligned to your skill set and experience. The Director of Advice Growth is responsible for the development and execution of the channel-specific plan, advisor support, and field leader support. This role will:

• Act as a key strategic partner for field leaders, advisors, and product partners in the channel.
• Drive advice growth through virtual and in-person interactions with advisors and field & corporate leaders.
• Ensure that key messaging is conveyed through defined advisor & leader meetings & communications.
• Drive execution of advice projects with excellence in quality, timeliness and compliance.
• Partner with key support and resources including training, product, tool, & HNW SME resources, corporate communications, ABDG, WMS, RiverSource, and other critical groups.
• Partner effectively with field leaders, advisors and field staff to identify needs and issues, identify resources and implement solutions. Drive the creation and execution of the channel plan and ensure understanding of the plan by field leaders and other key stakeholders.
• Engage Experienced Advisor Recruits (EAR) and field leaders in goal-based advice.
• Support advice growth through field presentation opportunities, as part of field events, as well as advisor and prospect field events.

Required Qualifications:

• 7-10 years of experience working in a broker/dealer
• Deep expertise of financial advice
• Experience participating in advisor and field leader meetings
• Demonstrated ability to lead and motivate advisors, field leaders and field staff
• Ability to identify data trends and articulate solutions
• Executive presence with ability to deliver meaningful messages
• Active Series 7 & Series 66

Preferred Qualifications:

• CFP Designation
• Sales experience and coaching skills

Base Pay Salary

The estimated base salary for this role is $131,000-$180,100/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.