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
In this Sales Consulting role, you will execute against the Wealth Management Sales strategy, including building awareness and adoption of Signature Wealth, as well as driving product sales in the region. This includes Managed Account Sales and Net Flows and also representing both Structured Products and Alternative Investments, as needed.
The territory includes Northern States, Atlantic, and Southern States Regions within AAG only (Ameriprise Advisor Group). Qualified candidate may be located within the territory or in Minneapolis.
• Drive sales in territory by developing & maintaining relationships with new and existing advisors through 1:1 calls, client events, training/education, group presentations, etc. Will influence advisor choice through the use of a consultative process and other techniques/ systems (ex. Quality Sales Call, etc.). Works with leader to research and manage territory to execute on sales plan. Build and maintain relationships with internal/external partners (e.g. WMS, Marketing, IRG, field leadership, etc.).
• Research and communicate industry changes and trends that may impact company or product positioning, both with internal and external customers.
• Travel within territory to conduct in person 1:1 Advisor sales calls, conduct client events, and to deliver group presentations, including continuing education/training. Represent WMS at National, Regional and Industry related meetings, conferences, and virtual events.
• Manage and develop systems to create efficiencies (scheduling/rotations, meeting preparation & follow-up, recognizing advisor sales, budget management, etc.). - Use tools/software, including proprietary programs, to research advisor business and identify opportunities to offer solutions. Analyze reports to increase understanding of advisor business and identify sales trends; leverage the information to prepare for face-to-face or virtual sales meetings. Complete required coursework in order to maintain compliance with state and federal regulations and licenses.
Required Qualifications:
• 10+ years’ experience in financial services industry in a selling role
• Bachelors degree or equivalent
• Series 7 required upon hire
• Series 63 & 65 (or 66), or the ability to acquire within 90 days per license/registration
• Ability to travel (~25-35%) to support team and client needs and live within territory
Preferred Qualifications:
• In depth product and investment knowledge. Ability to quickly assimilate and quickly learn proprietary products
• Deep subject matter expertise on selling all Advisory Products with a focus on the Signature Wealth Platform
• Strong business acumen and demonstrated proficiency in general business disciplines and software applications (e.g. Word, Excel, etc.). Experience with CRM (e.g. Sales Force)
• Proficiency in demonstrating a consultative sales process
• Excellent communication, interpersonal, presentation and problem-solving skills
• Ability to operate and manage comfortably and effectively in a fast-paced, highly matrixed environment
• Proven ability to influence, motivate and inspire others
• CFP®, ChFC®, CRPC®, CEBS, RIPC or similar retirement industry designations.
• Excellent understanding of various facets of the Ameriprise organization; including insight into various business units and the field organization.
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.
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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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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.