Strategic Banking Solutions Director

Embedded Shishya; United States; Remote; USD 150,000 - 200,000; Full time

Job summary

Ameriprise Financial is seeking a strategic sales leader to drive growth of banking and cash solutions across an assigned territory. You will partner with advisors, field leadership, and cross-functional teams to expand awareness, deepen client engagement, and deliver results.

As a subject matter expert, you will leverage a consultative approach to influence outcomes, manage relationships, and communicate market insights. This role is remote with travel within the US as needed.

Qualifications

• 10+ years of experience in the financial services industry in a sales-focused role with deep knowledge of advisor business models, investment products, and financial solutions
• Expertise selling deposit and lending products, including checking and savings accounts, home lending solutions, securities-based lending, and credit card products
• Active 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 registration (S65 or S66) or ability to obtain within 90 days
• Ability to travel minimum of 50% and reside within the assigned region

Responsibilities

• Build and execute a territory sales strategy by developing and maintaining relationships with new and existing advisors through one-on-one meetings, educational sessions, client events, and presentations
• Partner with advisors using a consultative sales approach to identify needs, recommend banking and cash management solutions, and drive product adoption
• Collaborate with product, marketing, field leadership, and other business partners to communicate market insights, industry trends, and competitive developments
• Travel throughout the territory to conduct advisor meetings, facilitate training programs, support client events, and represent the organization at national, regional, and industry events
• Leverage proprietary tools, customer relationship management platforms, and sales analytics to identify opportunities, evaluate advisor practices, and enhance sales effectiveness
• Drive operational excellence by managing schedules, meeting preparation, follow-up activities, budget oversight, and advisor recognition initiatives
• Maintain required licenses, registrations, and regulatory compliance through completion of applicable training and continuing education requirements

Skills

Sales leadership

Relationship management

Consultative selling

Communication skills

Tools

Salesforce

Microsoft Office

Job description

Ameriprise Financial is seeking a strategic sales leader to drive growth of banking and cash solutions across an assigned territory. You will partner with advisors, field leadership, and cross-functional teams to expand awareness, deepen client engagement, and deliver results.

As a subject matter expert, you will leverage a consultative approach to influence outcomes, manage relationships, and communicate market insights. This role is remote with travel within the US as needed.