Field Mgr - Client Service/Asset Retention

Description:
The Client Service/Asset Retention Manager will office within the Upper Midwest market group territory - Madison, WI - and is accountable for working with advisors to help improve client satisfaction and asset retention. Specifically, this individual: 1)Identifies advisors who would benefit from a more effective client service system and structure, 2) Works with the advisors to help them incorporate a client service model into their practices, 3) Helps advisors find opportunities in the client base for a deeper relationship, and 4) Incorporates strategies to help retain assets -- helping advisors better understand the value of those strategies. This person works together with other field managers focused on marketing and financial planning to ensure the franchisee advisor is addressing the most critical areas inhibiting growth in the practice. In addition to working with individual franchisee advisors and Branch Managers, the Client Service/Asset Retention Manager also provides training at market group events, ensures messages are communicated effectively on corporate initiatives and supports the Franchise FVP in providing insight on advisor needs. The goals of the Client Service/Asset Retention Manager center around improving client satisfaction and assets retained in the business.

Qualifications:
Required and preferred qualifications

3-5 years financial services experience with a focus on client service and asset retention, Proven ability to create and implement change, drive results, and hold others accountable. Strong strategic focus with ability to translate vision into tactical action steps.



Demonstrated strong organization and project management skills. Ability to manage multiple priorities and prioritizes effectively. Outstanding relationship management, negotiation, and collaborating/influencing skills in dealing with all levels and through various communication mechanisms. Excellent written and verbal communication skills. Strong analytical skills and detail orientation. Ability to work independently with high initiative while also comfortable working with a team to drive results. Demonstrated ability to assess development level and to coach and develop others.



Preferred qualifications

Experience implementing initiatives within the Ameriprise Financial field force, particularly those related to P2 and Client Service. Proven ability to monitor and serve remote and/or multiple office locations. Application of adult learning concepts for purposes of training and development. NASD Series 7 license required.

Salary/Benefits: Salary commensurate with experience
Enjoy many advantages such as competitive benefits to eligible employees (including medical, dental, and vision plans). We also offer tuition reimbursement, dependent care assistance, domestic partner benefits, 401K and company paid retirement, generous paid time off, flexible work schedules, alternative work arrangements, legal assistance, discounts on financial planning and more! Ameriprise Financial is an equal opportunity employer.

Job Location: Madison, WI

Job Number: 71649

Company URL: http://ameriprise.com/welcome/careers

Company Profile:
Ameriprise Financial has more than 110 year history as a leading provider of financial services. We have over 2.5 million individual, business and institutional clients, and more than $420 billion in assets owned, managed, and administered as of June 2005. We offer and distribute an array of investment and insurance protection products and services that can help our clients stay on track toward their financial goals. Our comprehensive and personalized financial planning approach is built on a long-term relationship with one of our 12,000 knowledgeable advisors who help our clients prepare for what is next.