Senior Wealth Management Sales Leader (Mid-Atlantic)

Ameriprise Financial Services, LLC; Oregon; Hybrid; USD 150,000 - 200,000; Full time

Benefits offered by this job

Vacation time

Sick time

401(k)

Health, dental and life insurances

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, influencing outcomes through relationship management, market insight and thought leadership.

This remote role offers opportunities to represent the organization at client, advisor and broker-dealer events

Qualifications

• 10+ years in financial services sales with deep wealth management product knowledge.
• Consultative sales environment with proven track record of influencing outcomes and driving growth.
• Bachelor’s degree or equivalent; Series 7 license required upon hire; active state securities registrations or ability to obtain within 90 days.

Responsibilities

• Drive territory sales by building relationships with advisors through meetings, events and programs.
• Apply a consultative sales approach to influence product selection and align with client needs.
• Collaborate with sales, leadership, marketing and stakeholders to execute business plans and growth objectives.
• Monitor industry trends and regulatory changes and communicate insights for positioning and strategy.
• Travel across the territory to engage advisors and represent the organization at events.
• Use CRM, analytics and systems to identify opportunities and prepare meetings.
• Manage territory operations, scheduling, budgets and follow-up to improve efficiency.

Skills

Relationship management

Consultative sales

Communication skills

Presentation skills

Strategic thinking

Leadership

Education

Bachelor’s degree or equivalent

Tools

CRM platforms

MS Office

Sales analytics tools

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, influencing outcomes through relationship management, market insight and thought leadership.

This remote role offers opportunities to represent the organization at client, advisor and broker-dealer events