The Banking and Lending Director, as a player-coach, will provide leadership and strategic direction over the development and day-to-day management of a team of Banking & Lending Officers who act as an in-depth Banking Solutions product experts, working directly with clients and partnering with Ameriprise Financial Advisors to consult on client-specific needs providing quality service, excellent product support and education, reinforcing the trusted Advisor/client relationship.

Key Responsibilities:

Develop and execute strategies that increase client acquisition of banking and lending product solutions consistent with and in direct support of advisor financial advice and planning. Develop and manage a team of Banking & Lending Officers who will interact directly with clients in partnership with and in support of advisorsDrive awareness and broaden client relationships and engagements with an increasingly robust bank lending and deposit product setProvide high-touch experience to high-net worth clients directly and working with advisors on complex or unique financial situations, promptly responding to inquiries, providing guidance and personalized banking solutions to support the Advisor/client strategy and objectivesBuild and maintain close relationships with clients and business partners including Ameriprise Financial Advisor networks, High Net Worth Resource group, Banking and Cash Solutions Sales Consulting team, and Bank and Cash Solutions Product teamsAct as single-point-of-contact for experienced advisor recruits and onboarding team to transition banking and lending books of business to AmeripriseMeet with clients, advisors and key partners, virtually and through other networking opportunities, groups, events, etc. to build relationships and educate on the benefits offered through Bank product acquisition

Required Qualifications:

10+ years' relevant experience5 years' management/leadership experience in the financial services industryActive Series 7 or ability to obtain within 120 daysNational Mortgage Licensing System and Registry (NMLS) registration

Preferred Qualifications:

10 years' experience in origination/business development within banking or financial services including a proven track record of performing successful lead managementHighly self-motivated, entrepreneurial, and passionate about growing a business in a team environmentAbility to maintain client confidentialityExcellent communication skills and ability to consistently set expectations with client and Ameriprise Financial AdvisorAbility to problem solve with strong analytical skills and excellent attention to detailExperience as a loan officer/originator (Mortgage, Home Equity, Securities-backed Lending)Experience as a personal banker/customer serviced (Checking, Savings, CDs and related services)Experience working with Wealth Management Clients

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 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.

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

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Marketing/Product Management

Line of Business

BANK Bank