Senior Director, Wealth Product Consulting

Ameriprise Financial; Minneapolis (MN); Sur place; USD 115 000 - 157 000; Plein temps

Résumé du poste

Ameriprise Financial in Minneapolis seeks a Senior Director of Product Consulting to lead a high-performing team focused on consultative wealth-management sales and advisor engagement. You will influence product strategy, develop talent, and partner with leadership to drive growth and regulatory compliance.

The role requires 10+ years in financial services, leadership of sales professionals, and active securities registrations.

Qualifications

• 10+ years of experience in the financial services industry, including deep expertise in wealth management and consultative sales strategies.
• Minimum 4 years of experience leading and developing sales professionals, with demonstrated success driving performance and achieving business outcomes.
• Bachelor’s degree or equivalent combination of education and relevant professional experience.
• Active Series 7
• Active State securities agent registration (S63 or S66)
• Active State IAR registration (S65 or S66) or ability to obtain within 90 days
• Active Series 24 or ability to obtain within 90 days

Responsabilités

• Lead and develop product consulting teams with a strong focus on increasing wealth management sales, asset flows, and advisor engagement.
• Plan, prioritize, allocate, and monitor team activities to achieve business objectives while maintaining a high-performance, sales-driven culture.
• Recruit, coach, motivate, evaluate, and develop talent, including responsibility for hiring, compensation recommendations, performance management, recognition, and career growth.
• Partner with senior leadership to establish strategic plans, business goals, operating priorities, and marketing initiatives that support growth objectives.
• Build and maintain effective relationships with product management and field leadership partners to enhance product knowledge, advisor education, and business results.
• Gather advisor feedback and collaborate with product partners to identify opportunities for product enhancements and innovative solutions that address client needs.
• Serve as a registered principal, where applicable, providing supervisory oversight and ensuring adherence to regulatory and compliance requirements.
• Represent the business through advisor training programs, webinars, conferences, and other forums that promote product awareness and adoption.

Connaissances

Wealth management

Consultative sales

Team leadership

Strategic partnership

Client relationship management

Analytical thinking

Formation

Bachelor’s degree or equivalent

Series 7

S63/S66

IAR (S65/S66) or ability to obtain in 90 days

Series 24 or ability to obtain in 90 days

Outils

Regulatory licenses

Description du poste

Ameriprise Financial in Minneapolis seeks a Senior Director of Product Consulting to lead a high-performing team focused on consultative wealth-management sales and advisor engagement. You will influence product strategy, develop talent, and partner with leadership to drive growth and regulatory compliance.

The role requires 10+ years in financial services, leadership of sales professionals, and active securities registrations.