Relationship Building
Build and nurture relationships with financial advisors across the industry to understand their long-term goals, succession plans, and potential interest in transitioning their practice.
Pipeline Management
Manage a dynamic pipeline of advisor practices, tracking engagement, readiness, and alignment with Ameriprise/APWG acquisition strategies.
Consulting
Advise advisors on transition options, including full or partial sale, equity monetization, and contingency planning.
Business Development
Network with senior leaders to establish new business opportunities. Develop a pipeline through speaking engagements, outbound calls, emails, and social media. Make on-site presentations, negotiate, and close deals.
Strategic Insights
Provide market intelligence to inform acquisition strategy and enhance value propositions for prospective sellers.
Education & Outreach
Support webinars, conferences, and consultations to promote Ameriprise/APWG as a destination for practice continuity and growth.
Education:
Bachelor’s degree required; Master’s preferred.
Experience:
7+ years in financial services, business development, or related field.
Experience in sales, account management, or advisor recruiting preferred.
Licenses/Certifications:
FINRA Series 6 or 7, Series 63/66, and Series 24 required (or ability to obtain).
Skills:
Strong relationship development and management skills.
Excellent communication and presentation abilities.
Strategic thinker with strong analytical skills.
Proficient in Microsoft Office Suite.
Ability to travel and work independently.
Ability to influence senior and executive-level management.
Comfortable presenting to large groups and high-level decision makers.
Strong time management and leadership abilities.
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
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
Exempt/Non-Exempt
Job Family Group
Line of Business