Advisory Solutions Sales 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

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