Regional Sales Manager - AAG Northern States

00015 Ameriprise Financial Services, LLC.; Minneapolis (MN); On-site; USD 76,000 - 105,000; Full time

Job summary

Ameriprise Financial is seeking a Regional Sales Manager to coach and engage advisors across the Minneapolis region to grow client acquisition and net flows. The role involves partnering with field leaders, delivering growth coaching, and overseeing multiple cohorts through labs, calls and workshops.

Qualified candidates have 3–5 years in financial services, a Bachelor's degree, and active Series 7, S63/S66, and S65/S66 registrations (or ability to obtain within 90 days).

Qualifications

• 3–5 years of relevant experience in financial services.
• Bachelor's degree or equivalent.
• Active Series 7 or ability to obtain within 90 days.
• Active State securities agent registrations (S63/S66) or ability to obtain within 90 days.
• Active State IAR registration (S65/S66) or ability to obtain within 90 days.

Responsibilities

• Provide proactive support to advisors in a territory or region on growth topics such as client acquisition, net flows, and practice management.
• Meet SLAs for contact with coached advisors via Teams, calls, and chats.
• Analyze data to identify reasons to call and drive sales results.
• Influence advisors to grow faster or course-correct where required.
• Build cohorts of advisors focused on growth; curate content to drive discussion.
• Drive the Four Disciplines of Execution via monthly calls on commitments and indicators.
• Engage advisors in growth coaching through business planning and town halls.

Skills

Sales & coaching

Financial services knowledge

Communication skills

Regulatory compliance understanding

Education

Bachelor's degree

Series 7 within 90 days

S63/S66 within 90 days

S65/S66 (IAR) within 90 days

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. The position supports the AAG Northern States region.

Key Responsbilities

• 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.
• Knowledge of financial planning principles and process, as well as knowledge of advisor practice management processes and systems.
• Ability to influence advisor and field leader behavior.
• Strong communication, coaching, training and general presentation skills.
• Ability to coach advisors on the compliant application of financial planning tools as an integral part of an advice-based practice.
• Ability to collaborate, develop and maintain relationships, and influence field sales leaders and advisors to drive results.
• Self-driven and accountable.

Visa Sponsorship Applicants 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).

If you are not located within 50 miles of the Minneapolis office, this position can be remote.

Any expectations for travel or in-person collaboration will be discussed during the hiring process.

This position is eligible for remote work in these locations: Michigan, Indiana, Kentucky, Ohio, West Virginia, NY, Pennsylvania, Vermont, New Hampshire, Massachusetts, Rhode Island or Maine.

Base Pay Salary

The estimated base salary for this role is $76,300 – $104,900 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-Time

Full time Exempt/Non-Exempt Exempt Job Family Group Sales Line of Business AFG Ameriprise Franchise Group Ameriprise 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.

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years. Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long-term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation. For you, that means the opportunity to build a meaningful career in a high-performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact.

As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers: Ameriprise Financial: Financial planning, advice and wealth management. Columbia Threadneedle Investments: Global asset management serving individual, institutional and corporate clients. RiverSource Insurance & Annuities: Products and solutions designed to help clients protect and grow their wealth.

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