What are the responsibilities and job description for the Advisory Sales Consultant team: Sr Manager - Product Consulting position at Ameriprise Financial Services, LLC?
About Our Company
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
This role supports execution of the Wealth Management sales strategy by driving advisor engagement, product adoption, and regional growth across assigned advisor segments. The role focuses on consultative selling, relationship development, and advisor practice growth, while partnering closely with Regional Vice Presidents (RVPs), Product Consultants, and internal product partners to deliver consistent, comprehensive coverage across the region.
Responsibilities
Proactive Sales: Educate and engage advisors on assigned Wealth Management products through proactive outbound and responsive inbound interactions across defined advisor channels. Support advisors with product features and benefits, competitive analysis, and product positioning to enable effective sales strategies and drive adoption. Manage and grow relationships with assigned advisor segments, emphasizing engagement, solution adoption, and revenue growth.
Collaboration - Execute regional sales and product consulting strategies aligned with RVP direction and broader business priorities. Collaborate with other Product Consultants across advisor tiers to ensure seamless coverage, coordinated service, and appropriate escalation of complex or strategic situations. Partner with internal and external subject matter experts to support advisor needs and continuously improve the quality of advice, tools, processes, and sales strategies.
Administration: Support data driven territory planning, pipeline management, activity tracking, and regional performance objectives. Accurately document advisor activity and pipeline information in Salesforce and manage business expenses in Concur, in accordance with firm guidelines.
These roles are located in our Minneapolis office. There are two positions available, one supporting AFG mid-Atlantic region and the other supporting AAG West region.
Required Qualifications
7-10 years of relevant experience
Bachelor's degree or equivalent
Series 7, 63 & 65 (or 66) required upon hire
Ability to travel (~20-30%) to support team and client needs
Preferred Qualifications
7-10 years' experience in financial services industry, ideally in a selling role focused on financial sales, or wholesaling, with demonstrated advisor relationship management experience
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
Extensive knowledge of advisory products and services, with the ability to articulate complex concepts clearly and concisely
Strong consultative sales, communication, and presentation skills, including effectiveness in one on one and occasional large group settings
Proven ability to manage multiple advisor relationships while executing sales strategy and business priorities
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
Visa Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Base Pay Salary
The estimated base salary for this role is $107,000 - $147,100 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Sales
Line of Business
FPPS Wealth Management Solutions
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
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
This role supports execution of the Wealth Management sales strategy by driving advisor engagement, product adoption, and regional growth across assigned advisor segments. The role focuses on consultative selling, relationship development, and advisor practice growth, while partnering closely with Regional Vice Presidents (RVPs), Product Consultants, and internal product partners to deliver consistent, comprehensive coverage across the region.
Responsibilities
Proactive Sales: Educate and engage advisors on assigned Wealth Management products through proactive outbound and responsive inbound interactions across defined advisor channels. Support advisors with product features and benefits, competitive analysis, and product positioning to enable effective sales strategies and drive adoption. Manage and grow relationships with assigned advisor segments, emphasizing engagement, solution adoption, and revenue growth.
Collaboration - Execute regional sales and product consulting strategies aligned with RVP direction and broader business priorities. Collaborate with other Product Consultants across advisor tiers to ensure seamless coverage, coordinated service, and appropriate escalation of complex or strategic situations. Partner with internal and external subject matter experts to support advisor needs and continuously improve the quality of advice, tools, processes, and sales strategies.
Administration: Support data driven territory planning, pipeline management, activity tracking, and regional performance objectives. Accurately document advisor activity and pipeline information in Salesforce and manage business expenses in Concur, in accordance with firm guidelines.
These roles are located in our Minneapolis office. There are two positions available, one supporting AFG mid-Atlantic region and the other supporting AAG West region.
Required Qualifications
7-10 years of relevant experience
Bachelor's degree or equivalent
Series 7, 63 & 65 (or 66) required upon hire
Ability to travel (~20-30%) to support team and client needs
Preferred Qualifications
7-10 years' experience in financial services industry, ideally in a selling role focused on financial sales, or wholesaling, with demonstrated advisor relationship management experience
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
Extensive knowledge of advisory products and services, with the ability to articulate complex concepts clearly and concisely
Strong consultative sales, communication, and presentation skills, including effectiveness in one on one and occasional large group settings
Proven ability to manage multiple advisor relationships while executing sales strategy and business priorities
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
Visa Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Base Pay Salary
The estimated base salary for this role is $107,000 - $147,100 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Sales
Line of Business
FPPS Wealth Management Solutions
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
Salary : $107,000 - $147,100