Ameriprise Financial Services, LLC · 16 hours ago
Head of Growth & Advisor Development
Peoria, AZ
Full-time
Onsite
Director/Executive
$175K/yr - $275K/yr
10+ years expAffirm Wealth Advisors is a wealth management firm seeking a senior growth leader to drive organic growth and improve advisor productivity. The Head of Growth & Advisor Development will build scalable growth systems and partner closely with leadership, advisors, and marketing to ensure consistent execution and long-term results.
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Responsibilities
Build and lead a structured advisor growth cadence across the firm
Increase advisor productivity and consistency in activity, follow-up, and conversion
Drive firm-wide pipeline discipline and accountability
Lead a weekly execution and accountability rhythm focused on advisor commitments and outcomes
Partner closely with Marketing to align campaigns, lead strategy, and advisor execution, with the opportunity to further integrate growth and marketing functions over time
Develop and maintain growth dashboards and KPIs; proactively identify gaps and recommend adjustments
Coach advisors through 1:1s, performance reviews, and corrective action when needed
Support recruiting efforts and help build a long-term advisor pipeline
Assist with sourcing and advancing potential succession and acquisition opportunities, partnering with the CEO to close transactions and supporting execution post-close
Support onboarding and integration of new advisors
Maintain a regular communication cadence with the CEO and leadership team
Running weekly growth and execution meetings
Coaching advisors on pipeline health, conversion, and follow-through
Reviewing growth metrics and forecasts to spot issues early
Partnering with Marketing on upcoming campaigns and advisor execution plans
Spending time building relationships with prospective advisors and future partners
Meeting regularly with the CEO to align on priorities, risks, and opportunities
Qualification
Required
Senior leader with 10+ years of experience coaching advisors and leading growth within a broker-dealer, RIA, or wealth management firm (former advisor background strongly preferred)
Proven track record of building and scaling growth systems
Comfortable holding advisors accountable and driving performance
Strategic thinker who also enjoys execution
Strong communicator who can influence across leadership, advisors, and partners
Builder mindset with the patience and discipline to create durable systems
Benefits
401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Referral program
Relocation assistance
Vision insurance
Company
Ameriprise Financial Services, LLC
At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.
5001-10000 employees
H1B Sponsorship
Ameriprise Financial Services, LLC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (105)
2024 (74)
2023 (62)
2022 (105)
2021 (82)
2020 (73)
Funding
Current Stage
Late StageLeadership Team
Angela Grabovsky, CFP®, CRPC®, MBA, APMA®
Private Wealth Advisor, Chief Executive Officer
Anthony C. Barone
Chief Executive Officer,Financial Advisor- The Barone Financial Consulting Group
Recent News
2025-10-03
2025-10-02
Company data provided by crunchbase