Ameriprise Financial Services, LLC · 3 days ago
Sr Director Business Development - Ameriprise Personal Wealth Group
Ameriprise Financial Services, LLC is a diversified financial services leader with significant assets under management. The Senior Director of Business Development will identify and manage a pipeline of financial advisor practices considering strategic transitions, providing consulting and relationship-building to enhance acquisition strategies.
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Responsibilities
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
Manage a dynamic pipeline of advisor practices, tracking engagement, readiness, and alignment with Ameriprise/APWG acquisition strategies
Advise advisors on transition options, including full or partial sale, equity monetization, and contingency planning
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
Provide market intelligence to inform acquisition strategy and enhance value propositions for prospective sellers
Support webinars, conferences, and consultations to promote Ameriprise/APWG as a destination for practice continuity and growth
Qualification
Required
Bachelor's degree required
7+ years in financial services, business development, or related field
FINRA Series 6 or 7, Series 63/66, and Series 24 required (or ability to obtain)
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
Preferred
Master's preferred
Experience in sales, account management, or advisor recruiting preferred
Benefits
Vacation time
Sick time
401(k)
Health, dental and life insurances
Company
Ameriprise Financial Services, LLC
At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.
Funding
Current Stage
Late StageLeadership Team
Recent News
2025-10-03
2025-10-02
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