Remote Senior Wealth Management Sales Leader - Pacific West

Ameriprise Financial Services, LLC; Montana; 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 Pacific West. You will partner with advisors and internal partners to expand awareness, adoption, and sales of wealth-management solutions, influencing outcomes through strong relationship management and market insight.

The role is remote with travel across the Pacific West; base salary ranges from $150,000 to $200,000 per year, plus bonus potential and comprehensive

Qualifications

• 10+ years of experience in financial services in a sales-focused role with wealth-management product knowledge.
• Experience in a consultative sales environment with a track record of influencing outcomes.
• Series 7 license required upon hire; active State registrations (S63/S66 and S65/S66) or ability to obtain within 90 days.

Responsibilities

• Drive territory sales results by developing and strengthening relationships with new and existing advisors through one-on-one meetings, presentations, client events and educational programs.
• Apply a consultative sales approach to influence advisor product selection and identify opportunities that align with client and business needs.
• Partner with sales consultants, field leadership, marketing and other key stakeholders to execute territory business plans and achieve growth objectives.
• Monitor industry trends, competitive developments and regulatory changes, and communicate insights that impact product positioning and sales strategy.
• Travel throughout the territory to conduct advisor engagement activities, deliver training, and represent the organization at regional, national and industry events.
• Leverage customer relationship management tools, sales analytics and proprietary systems to identify opportunities, prepare meetings and improve sales effectiveness.
• Manage territory operations, scheduling, recognition activities, budgets and follow-up processes to enhance efficiency and advisor experience.

Skills

Consultative sales

Relationship management

Financial services knowledge

Education

Bachelor’s degree or equivalent

Job description

Ameriprise Financial Services, LLC is seeking an experienced sales consultant to drive wealth management product growth across the Pacific West. You will partner with advisors and internal partners to expand awareness, adoption, and sales of wealth-management solutions, influencing outcomes through strong relationship management and market insight.

The role is remote with travel across the Pacific West; base salary ranges from $150,000 to $200,000 per year, plus bonus potential and comprehensive