Experienced Advisor Recruiting Sourcing Specialist

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.

Responsibilities

• Conduct outbound dialing, email/drip campaigns, and targeted outreach to generate qualified advisor leads.
• Screen candidates, handle objections, and influence interest to secure meetings with Recruiting Directors.
• Manage CRM/ESA entries, maintain accurate candidate records, and build a consistent pipeline across multiple platforms and geographies.
• Proactively engage with the field (RDs, Branch Managers, FVPs, MFREs and DDs) and experienced advisors to ensure sourced candidates are progressing through the pipeline.
• Support Regional and Divisional Directors by understanding territory needs, travel rotations, and candidate profiles.
• Participate in POD discussions by sharing updates, risks, and opportunities.
• Maintain foundational understanding of Ameriprise products, value proposition, and competitive dynamics.
• Leverage territory and marketplace knowledge to tailor outreach and overcome candidate objections.

Requirements

• Bachelor’s degree or equivalent.
• 3-5 years of relevant professional experience.
• 2-3 years of sales, recruiting, sourcing or related experience.
• Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.

Preferred Qualifications

• Cold calling experience strongly preferred.
• Financial Services industry experience.
• Excellent communication, relationship-building, influencing, and negotiation skills.
• Ability to manage multiple priorities and maintain disciplined data accuracy.

Schedule

Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations.

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

Pay

The estimated base salary for this role is $75,000/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.

Benefits

• Vacation time
• Sick time
• 401(k)
• Health, dental and life insurances