Regional Sales Director, Wealth Management Growth

ameriprise; Minneapolis (MN); Remote; USD 115,000 - 157,000; Full time

Benefits offered by this job

Bonus & incentives

Benefits package

Job summary

Ameriprise Financial, a diversified financial services leader, seeks a Region Sales Director to lead sales efforts across the region, focusing on net flows, advisor engagement, and collaboration with product partners. The role supports field leaders, wholesalers, and cross-functional teams, with remote work consideration for qualified candidates.

The position requires 7+ years of relevant experience, FINRA Series 7 and state securities licenses (or willingness to obtain within 90 days), and

Qualifications

• Bachelor's 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%).

Responsibilities

• Drive 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.
• 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).

Skills

Leadership

Data analysis

Communication

Sales experience

Coaching skills

Travel ability

Education

Bachelor's degree or equivalent experience

Job description

Ameriprise Financial, a diversified financial services leader, seeks a Region Sales Director to lead sales efforts across the region, focusing on net flows, advisor engagement, and collaboration with product partners. The role supports field leaders, wholesalers, and cross-functional teams, with remote work consideration for qualified candidates.

The position requires 7+ years of relevant experience, FINRA Series 7 and state securities licenses (or willingness to obtain within 90 days), and