Advisory Consulting Manager

Ameriprise Financia; Minneapolis (MN); Hybrid; USD 87,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Performance bonus

Job summary

Ameriprise Financial in Minneapolis seeks an Advisory Consulting Manager. This internal sales role leverages technical platforms and sales expertise to grow advisory program sales, collaborating with advisors to develop investment strategies and navigate product rules.

You will support regional planning, lead campaigns, participate in VIP events, and present to groups using MS Teams. The position requires Series 7 and 63/65 (or 66) and up to 25% travel, with a focus on building advisor

Qualifications

• Bachelor’s degree or equivalent in a related field.
• Active Series 7 and Series 63/65 (or Series 66) within 120 days.
• Overnight travel required up to 25%.
• Strong sales and advisory platform knowledge and experience.

Responsibilities

• Proactively conduct outbound calls to advisors in assigned region.
• Support advisor/client presentations and field events; collaborate with internal teams.
• Track activity in Salesforce and submit expenses in Concur expense system.
• Provide support and participate in advisor presentations and regional events as required.
• Maintain relationships with product partners and regional teams to drive advisory sales.

Skills

Financial sales

Wholesaling

Relationship building

Coaching

Presentation skills

Education

Bachelor’s degree or equivalent

CFP/ChFC designation preferred

Tools

Salesforce

Concur

MS Teams

Job description

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 Advisory Consulting Manager is an internal sales position with the primary responsibility of using technical platform and sales expertise to increase sales and net flows into our advisory programs. In this role, you will work with advisors and key staff members on developing investment strategies, advising on product rules/regulations, and consulting on appropriate solutions via outbound calls to Ameriprise advisors. In addition, you will assist and support territory business planning, sales campaigns, EAR VIP Events, field leader initiatives, and other ad-hoc items as needed to support the region.Responsibilities:Proactively conduct outbound calls to advisors in assigned regionEnsure a high level of advisor satisfaction by responding to inbound calls and emails from advisors to provide technical expertise on sales strategies, product rules/regulations, and solutions to drive advisory salesMaintain strong working relationships with product partners, Investment Research Group (IRG), and regional team. This role will also work closely with the other internal sales desks and internal business partners to support client/advisor needsAccurately track all activity in Salesforce.com and track/submit all business expenses in Concur Expense Management systemUtilize Microsoft Teams for advisor sales interactionsProvide support and participate in advisor/client presentations and field facing events as requiredIn partnership with Wealth Management Solutions (WMS) Regional Vice President (RVP), travel within region as required to participate in one-on-one advisor sales calls, client events, and/or to deliver group presentationsComplete required coursework to maintain compliance with state and federal regulations and licensesRequired Qualifications5+ years’ experience in financial services industry, financial sales, or financial wholesalingBachelor’s Degree or equivalent in a related fieldActive Series 7 and Series 63 & 65 (or Series 66) or the ability to obtain within 120 daysOvernight travel required up to 25%Preferred QualificationsDeep understanding of advisory platform: (i.e. Active Portfolios, Signature Wealth, SPS Advantage, SPS Advisor, Separate Accounts, Strategist UMA, etc.)CFP, CRPC, APMA, ChFC designations preferred (or strong desire to achieve)Experience as a financial planner, financial advisor, or investment brokerExperience with Ameriprise Financial product suiteKnowledge of the Ameriprise field structureProven ability to establish rapport and credibility quicklyDemonstrated sales and coaching experience and understanding of the wholesaling processMust be open to Quality Sales Call coachingIndependent self-starter with strong teamwork orientation and relationship skillsExcellent communication and influencing skillsStrong organizational skills and ability to manage multiple prioritiesStrong presentation skills using MS TeamsMust have a clean compliance recordVisa 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).In-Office CollaborationWe are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.Base Pay SalaryThe estimated base salary for this role is $87,400 - $120,200 / 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 BusinessFPPS Wealth Management SolutionsAmeriprise 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.