Regional Sales Manager

Jambalaya Group; Minneapolis (MN); On-site; USD 85,000 - 130,000; Full time

Job summary

Ameriprise Financial, based in Minneapolis, seeks a Regional Sales Manager to coach and engage advisors in growth strategies across a defined geography. The role entails partnering with field leaders to drive client acquisition, net flows, and overall practice management using a blended training approach and technology.

The candidate will lead growth coaching initiatives, develop tailored growth plans, and coordinate regional and national content delivery.

Qualifications

• 3–5 years’ relevant experience in financial services or sales.
• Active Series 7 or ability to obtain within 90 days.
• Active State securities agent registration (S63 or S66) or ability to obtain within 90 days.
• Active State IAR registration (S65 or S66) or ability to obtain within 90 days.

Responsibilities

• Provide proactive support to all advisors in a territory or region focused on a growth topic (client acquisition, net flows, practice management).
• Build cohorts of likeminded advisors and drive alignment with growth initiatives and execution.
• Engage advisors in growth coaching via business planning, town halls, and leadership dialogues.

Skills

Communication skills

Sales experience

Series 7

S63/S66 registration

S65/S66 IAR registration

Education

Bachelor’s degree or equivalent

Job description

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 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 Description

As a Regional Sales Manager, you will be responsible for engaging and coaching advisors to grow their businesses organically through net client acquisition, net flows, and general practice management techniques. You will partner with a given field leader or field leaders to drive results across the entire geography or territory via cohorts, multiple learning labs, blended approach to training, coaching and proactive contact with advisors across their span of responsibility with the use of technology.

• Provide proactive support to all advisors in a territory or region focused on a growth topic (client acquisition, net flows, practice management). Meet a service level agreement of minimum contact per coached advisor via various mediums (teams, calls, chats, etc.). Analyze data for reasons to call to drive sales results and behavior change. Influence advisors to grow faster or course correct where required.
• Build cohorts of likeminded advisors focused on growth in a key area (client acquisition, net flows, practice management). Curate content to generate discussion in the group. Drive the Four Disciplines of Execution via monthly calls focused on commitments and leading and lagging indicators. Facilitate dialogue among peers. Effectively influence behavior change.
• Engage advisors in growth coaching via business planning, town halls, leader one on ones or other methods. Assess advisor needs and provide a personalized, tailored, growth plan. Partner to determine key leading and lagging indicators of growth. Build a pathway that focuses on technical expertise/upskilling and behavior change elements to drive growth.
• Develop technical learning labs on the key aspects of growth topics alongside growth labs focused on how to use the technology at the firm to drive growth in their practice. Develop advisor champions and partner with them to deliver content. Work with field leadership to align messages. Deliver content regionally and nationally aimed at driving growth and behavior change.
• Travel with Field Leaders and team members to territory and national functions. Leverage knowledge base as a Subject Matter Expert (SME) to influence uptake in areas of focus, and present to group of advisors either virtually or at local leadership functions.

Required Qualifications

• 3 - 5 years’ relevant experience
• Bachelor’s degree or equivalent
• Active Series 7 or ability to obtain within 90 days
• Active State securities agent registration (S63 orS66) or ability to obtain within 90 days
• Active State IAR registration (S65 or S66) or ability to obtain within 90 days

Preferred Qualifications

• Previous experience in financial services industry strongly preferred
• Previous sales/marketing experienced preferred
• Strong written and verbal communication skills, including a demonstrated ability to interact effectively with all levels of the organization
• Demonstrated ability working in a fast-paced environment, and previous experience successfully managing multiple competing priorities
• Previous experience working collaboratively with a wide variety of partners