ABDG Regional Sales Director

Ameriprise Financial

Minneapolis (MN)

Teletrabalho

USD 115 000 - 157 000

Tempo integral

Há 11 dias

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Resumo da oferta

Ameriprise Financial is seeking a Region Sales Director to lead sales efforts regionally through virtual and in-person advisor engagements. You will execute the regional plan, support field leaders and advisors, and coordinate with product partners and wholesalers to drive net flows.

The role requires 7+ years of relevant experience, FINRA Series 7 (or willingness to obtain within 90 days), and state securities licenses (or willingness to obtain). Travel up to 25% is expected.

Qualificações

  • Bachelors degree or equivalent experience.
  • FINRA Series 7 (or willing to obtain within 90 days).
  • State securities (S63 or S66) (or willing to obtain within 90 days).
  • State IAR (S65 or S66) (or willing to obtain within 90 days).
  • Ability to travel up to 25%.

Responsabilidades

  • Drive advisor net flows via virtual interactions and meetings.
  • Execute region plan and support field leaders and advisors.
  • Partner with corporate communications, WMS, RiverSource and third-party wholesalers.
  • Engage EAR and field leaders in financial advice through client case analysis.

Conhecimentos

Data analysis
Leadership
Communication
Travel 25%

Formação académica

Bachelor's degree or equivalent experience

Ferramentas

FINRA Series 7
S63/S66
S65/S66 IAR license

Descrição da oferta de emprego

About Our CompanyWe’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves 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.Job DescriptionThe Region Sales Director (RSD) role is responsible for leading sales efforts primarily through net flows, conducting sales opportunity analysis, driving advisor targeting and engagement, directing product SMEs, directing internal and external wholesaling activities. The position is a key strategic partner for field leaders, advisors, wholesalers and product partners in the region.If you are not located close to a physical office, remote work is considered for qualified candidates.Key ResponsibilitiesDrive advisor net flows through virtual interactions with advisors. Ensure that key messaging is conveyed through defined visits and advisor meetings. The RSD is responsible for execution of region plan, advisor support, and field leader support. Key strategic partner for field leaders, advisors, wholesalers and product partners in the region.Partner with key support and resources including corporate communications, WMS, RiverSource, Columbia Threadneedle Investments third party wholesalers and other critical groups. Translate national call message, make connections to regional needs / priorities, partner effectively with field leaders, advisors and field staff. Support the creation of the region plan in alignment with the national plan and ensure understanding of the plan by field leaders and other key stakeholders. Involved with segmentation and region engagement planning, e.g. coaching programs.Engage Experienced Advisor Recruits (EAR) and field leaders in financial advice through Confident Retirement conversations and client case analysis. Engage virtually in client /advisor meetings where appropriate (while engaging other possible resources such as product experts).Required QualificationsBachelors degree or equivalent experience.7+ years of relevant work experience.Experience participating in client meetings supporting / facilitating the discussion and client case analysis.Analysis - ability to review, analyze, gather data. Can identify data trends and develop and articulate solutions to solve for gaps in plan.Leadership - demonstrated ability to lead and motivate advisors, leaders and field staff - engages with influence to support territory goals.FINRA Series 7 (or willing to obtain within 90 days).State securities (S63 or S66) (or willing to obtain within 90 days).State IAR (S65 or S66) (or willing to obtain within 90 days).Ability to travel (25%).Preferred QualificationsExcellent communication skills - written speaking clearly and in a compelling manner in front of small and large audiences.Executive presence - conveys a meaningful message with confidence and assertion while able to answer questions on the fly.Emotional competence - ability to be resilient in difficult situations, discipline in execution and positivity.Product knowledge - familiarity and some expertise with Wealth Management and Risk.Sales experience and Coaching Skills - able to engage and teach advisors while demonstrating accountability for results.Preference for candidates to live in the Pacific Dessert region, including Washington, Oregon, California, Nevada, Arizona, or in the Minneapolis/St. Paul area.Remote WorkThis position is remote. Any expectations for travel or in-person collaboration will be discussed during the hiring process. Preference for candidates to live in the Pacific Dessert region, including Washington, Oregon, California, Nevada, Arizona, or in the Minneapolis/St. Paul area.Visa SponsorshipApplicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).Base Pay SalaryThe estimated base salary for this role is $114,500 – $157,400 per year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.Full-Time/Part-TimeFull timeExempt/Non-ExemptExemptJob Family GroupSalesLine of BusinessAFIG Ameriprise Financial Institutions GroupAmeriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
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