Deliver national and large‑scale training programs to improve practice operations and advisor productivity
Training topics include but are not limited to net client acquisition tools and strategies, financial advice and operational best practices to drive advisor productivity and growth
Provide tailored, white‑glove training to top practices as needed
Partner with subject matter experts to create and update training content
Build relationships with field leaders to identify training needs and opportunities
Measure training impact and support continuous improvement efforts
5+ years in training, coaching, or financial services operations
Active Series 7 or ability to obtain within 90 days
Active State securities agent registration (S63 or S66) or ability to obtain within 90 days
Active State IAR registration (S65 or S66) or ability to obtain within 90 days
Strong presentation and facilitation skills in both virtual and in‑person settings
Demonstrated ability to build relationships and influence across teams
Experience developing or refining training content
Knowledge of advisory practice operations is a plus
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