This strategic role is designed to drive success across four key pillars: onboarding new programs and institutions, recruiting and retaining financial advisors, executing growth initiatives, and developing and managing program infrastructure. The Senior Manager of Field Engagement serves as a central liaison between Ameriprise and Financial Institution Program Leaders, ensuring smooth transitions and sustained advisor performance.

Key Responsibilities:

Ramp-Up Success

Design and manage tailored onboarding plans for Novice/Experienced Financial Advisors and External Practice Acquisition hires.

Ensure advisors have the tools, training, and support to transition clients and assets efficiently.

Partner with transition management teams to deliver a high-touch support model and manage advisor expectations for a smooth ramp-up.

Advisor Recruiting & Retention

Collaborate with Field Vice Presidents to identify and attract top advisor talent.

Support retention strategies through ongoing engagement, coaching, and resource alignment.

Act as a key point of contact for advisors and program leaders, resolving issues and fostering long-term relationships.

Regional Growth Initiatives

Lead the annual Advisor Business Planning process to capture growth goals and identify opportunity areas.

Drive participation in regional events and growth programs that enhance practice development.

Connect advisors to tools and resources that support business expansion and client experience.

Program Development & Execution

Provide leadership and strategic support to Financial Institution Program Leaders.

Coach and mentor advisors and partners through ramp-up and ongoing development.

Analyze performance metrics to identify efficiency opportunities and improve program outcomes.

Required Qualifications:

Bachelor’s degree or equivalent experience.

5–7 years of relevant experience.

Advanced proficiency in Microsoft Excel and Office Suite.

Experience with financial services platforms and integrated systems.

Proven leadership in managing teams and making performance/hiring decisions.

Strong understanding of wealth management solutions.

Ability to work in AAG Field or Corporate office.

Preferred Qualifications:

FINRA Series 7

Strong communication and time management skills.

Ability to work independently with minimal supervision.

Knowledge of investment and insurance products.

Experience in project management and issue resolution.

Comfort working in high-pressure, deadline-driven environments.

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 $94,400 - $162,800 / 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.

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

Business Support & Operations

Line of Business  

AFIG Ameriprise Financial Institutions Group