We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Job Description
The Advisory Consulting Manager is an internal sales position with the primary responsibility of using technical platform and sales expertise to increase sales and net flows into our advisory programs. In this role, you will work with advisors and key staff members on developing investment strategies, advising on product rules/regulations, and consulting on appropriate solutions via outbound calls to Ameriprise advisors. In addition, you will assist and support territory business planning, sales campaigns, EAR VIP Events, field leader initiatives, and other ad-hoc items as needed to support the region. This covers the PacWest territory that includes CA, OR, WA, ID, MT, NV, CO, UT, AK, HI.
• Proactively conduct outbound calls to advisors in assigned region
• Ensure a high level of advisor satisfaction by responding to inbound calls and emails from advisors to provide technical expertise on sales strategies, product rules/regulations, and solutions to drive advisory sales
• Maintain strong working relationships with product partners, IRG, and regional team. This role will also work closely with the other internal sales desks and internal business partners to support client/advisor needs
• Accurately track all activity in Salesforce.com and track/submit all business expenses in Concur Expense Management system
• Utilize Microsoft Teams for advisor sales interactions
• Provide support and participate in advisor/client presentations and field facing events as required
• In partnership with WMS RVP, travel within region as required to participate in one-on-one advisor sales calls, client events, and/or to deliver group presentations
• Complete required coursework to maintain compliance with state and federal regulations and licenses
Required Qualifications
• Bachelor’s Degree or equivalent in a related field
• 5+ years’ experience in financial services industry, financial sales, or financial wholesaling
• Active Series 7 and Series 63 & 65 (or Series 66) or the ability to obtain within 120 days
• Overnight travel required up to 25%
Preferred Qualifications
• Deep understanding of advisory platform: (i.e. Active Portfolios, Signature Wealth, SPS Advantage, SPS Advisor, Separate Accounts, Strategist UMA, etc.)
• CFP, CRPC, APMA, ChFC designations preferred (or strong desire to achieve)
• Experience as a financial planner, financial advisor, or investment broker
• Experience with Ameriprise Financial product suite
• Knowledge of the Ameriprise field structure
• Proven ability to establish rapport and credibility quickly
• Demonstrated sales and coaching experience and understanding of the wholesaling process
• Must be open to Quality Sales Call coaching
• Independent self-starter with strong teamwork orientation and relationship skills
• Excellent communication and influencing skills
• Strong organizational skills and ability to manage multiple priorities
• Strong presentation skills using MS Teams
• Must have a clean compliance record
About Ameriprise Financial
Ameriprise Financial combines a team-based atmosphere with an entrepreneurial spirit. We are an organization that emphasizes learning and growth, rewards you for your achievements and fosters a healthy work/life balance.
From our Minneapolis headquarters throughout our offices nationwide, you'll find we live our values every day — client focused, integrity always, excellence in all we do and respect for individuals and communities. We embrace diversity in our ideas, management, employee groups and clients.
Our Investment in You
We provide employees and branch advisors with competitive compensation and rewards. Our comprehensive benefits support your health and help you balance your career and personal life. Ameriprise invests in you through compensation, retirement savings, health benefits, wellness programs, work/life balance programs, veteran benefits, etc.
Your Career at Ameriprise
When you join our corporate team, you receive competitive compensation and incentives, opportunities to share in the company's success plus comprehensive benefits. Our employees also enjoy business resource networks, transportation assistance, community service opportunities, and an on-site cafeteria.
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Thrive in a Respectful, Supportive Environment
We have a diverse, values-based culture that embraces individual differences and encourages you to perform at your peak. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.
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Build a Career that Matters to You
At Ameriprise Financial, we believe that learning is a lifelong endeavor. No matter where you are in your career path, we encourage all employees to take advantage of our professional development programs, offered in a variety of ways. Learn on your own, collaborate with a peer or work with an experienced colleague. Whatever your learning style, Ameriprise gives you the opportunity to reach your potential.
Being an Ameriprise Advisor
Join a strong, ethical company that offers you what you need to build a rewarding career as a financial advisor: Culture & Commitment, Dedication & Support, and Opportunity & Rewards. Ameriprise is committed to helping you achieve the vision you have for your practice. With training in financial planning and the backing of a strong, stable FORTUNE 500® company, you’ll discover unparalleled culture, support, and opportunities to build a successful practice. That’s the Ameriprise Difference.
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Opportunities for Students
Join an inclusive team to gain career-building skills and network in a supportive, high-energy, team-based atmosphere. Learn through real-world work and collaboration with leaders on projects that produce results through our Internship Program or gain valuable professional experience and build leadership skills through our full-time Leadership Development Program. You’ll also engage in team-building/social events, volunteer activities, executive leadership seminars, and networking opportunities.