Remote Regional Growth Director for Advisors

Threadneedle group

Minneapolis (MN)

Hybrid

USD 115,000 - 157,000

Full time

5 days ago
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Benefits offered by this job

Remote work
Competitive benefits
401(k) plan

Job summary

Threadneedle group is seeking an ABDG Regional Sales Director to accelerate revenue growth for experienced advisors transitioning to Ameriprise through the EAR program. You will coach, analyze book-of-business, and drive GDC growth while collaborating with field leaders and product specialists.

The role emphasizes post-transition growth, new asset gathering, and scalable processes, with a preferred location in the Minneapolis area and remote work options available in the US.

Qualifications

  • Bachelor's degree or equivalent experience.
  • 7+ years of relevant work experience.
  • FINRA 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 (S65 or S66) ability to obtain within 90 days.
  • Travel up to 25%.

Responsibilities

  • Drive post-transition revenue growth, GDC production, and asset accumulation.
  • Partner with advisors to establish and execute 12-month growth plans.
  • Monitor advisor progress against production benchmarks and growth targets.
  • Identify opportunities to increase client acquisition and wallet share.
  • Coach advisors to utilize Ameriprise resources and growth programs.
  • Lead advisor participation in the EAR Ramp Up program and collaborate with field leaders.
  • Coordinate coaching strategies with field partners and product specialists.
  • Track performance with scorecards and business reviews.

Skills

Bachelor's degree
7+ years experience
FINRA Series 7
Securities registration (S63/S66)
IAR (S65/S66)
Leadership
Communication skills
Sales experience
Coaching skills
Travel 25%

Education

Bachelor's degree or equivalent experience

Job description

Threadneedle group is seeking an ABDG Regional Sales Director to accelerate revenue growth for experienced advisors transitioning to Ameriprise through the EAR program. You will coach, analyze book-of-business, and drive GDC growth while collaborating with field leaders and product specialists.

The role emphasizes post-transition growth, new asset gathering, and scalable processes, with a preferred location in the Minneapolis area and remote work options available in the US.

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