Remote Senior Wealth Management Exec – MidAtlantic

Ameriprise Financial Services, LLC; New York (NY); Remote; USD 150,000 - 200,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking an experienced sales consultant to drive wealth management product growth across the MidAtlantic territory. You will partner with advisors, field leaders and internal partners to expand awareness, adoption and sales of wealth management solutions.

You will influence business outcomes through relationship management, market insight and thought leadership, representing the organization at client, advisor and broker-dealer events with a focus on

Qualifications

• 10+ years in financial services sales with wealth management knowledge
• Experience in consultative sales with outcomes influence
• Bachelor’s degree or equivalent
• Series 7 license required on hire
• 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

• Develop relationships with new and existing advisors to drive territory sales
• Apply a consultative sales approach to align products with client needs
• Collaborate with sales consultants, leadership, marketing to execute business plans
• Monitor industry trends and communicate insights affecting positioning
• Travel across territory for advisor engagement, training, events
• Leverage CRM and analytics to identify opportunities and prepare meetings
• Manage territory operations, scheduling, budgets, and recognition activities

Skills

Relationship management

Consultative selling

Communication skills

Financial services knowledge

Strategic planning

Education

Bachelor’s degree or equivalent

Tools

CRM systems

Sales analytics tools

Microsoft Office

Job description

Ameriprise Financial Services, LLC is seeking an experienced sales consultant to drive wealth management product growth across the MidAtlantic territory. You will partner with advisors, field leaders and internal partners to expand awareness, adoption and sales of wealth management solutions.

You will influence business outcomes through relationship management, market insight and thought leadership, representing the organization at client, advisor and broker-dealer events with a focus on