What are the responsibilities and job description for the Regional Sales Director - Advisor Business Development Group 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
The Region Sales Director (RSD) role is responsible for leading sales efforts primarily through net flows, conducting sales opportunity analysis, driving advisor targeting and engagement, directing product SMEs, directing internal and external wholesaling activities. The position is a key strategic partner for field leaders, advisors, wholesalers and product partners in the region.
Key Responsibilities
Drive advisor net flows through virtual interactions with advisors. Ensure that key messaging is conveyed through defined visits and advisor meetings. The RSD is responsible for execution of region plan, advisor support, and field leader support. Key strategic partner for field leaders, advisors, wholesalers and product partners in the region.
Partner with key support and resources including corporate communications, WMS, RiverSource, Columbia Threadneedle Investments third party wholesalers and other critical groups. Translate national call message, make connections to regional needs / priorities, partner effectively with field leaders, advisors and field staff. Support the creation of the region plan in alignment with the national plan and ensure understanding of the plan by field leaders and other key stakeholders. Involved with segmentation and region engagement planning, e.g. coaching programs.
Engage Experienced Advisor Recruits (EAR) and field leaders in financial advice through Confident Retirement conversations and client case analysis. Engage virtually in client /advisor meetings where appropriate (while engaging other possible resources such as product experts).
Required Qualifications
Bachelors degree or equivalent experience.
7 years of relevant work experience.
Experience participating in client meetings supporting / facilitating the discussion and client case analysis.
Analysis - ability to review, analyze, gather data. Can identify data trends and develop and articulate solutions to solve for gaps in plan.
Leadership - demonstrated ability to lead and motivate advisors, leaders and field staff - engages with influence to support territory goals.
FINRA Series 7 (or willing to obtain within 90 days).
State securities (S63 or S66) (or willing to obtain within 90 days).
State IAR (S65 or S66) (or willing to obtain within 90 days).
Ability to travel (25%).
Preferred Qualifications
Excellent communication skills - written speaking clearly and in a compelling manner in front of small and large audiences.
Executive presence - conveys a meaningful message with confidence and assertion while able to answer questions on the fly.
Emotional competence - ability to be resilient in difficult situations, discipline in execution and positivity.
Product knowledge - familiarity and some expertise with Wealth Management and Risk.
Sales experience and Coaching Skills - able to engage and teach advisors while demonstrating accountability for results.
Candidates must reside in the Central Region for consideration; Minneapolis, Dallas, Houston preferred.
Base Pay Salary
The estimated base salary for this role is $114,500-$157,400/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
AFG Ameriprise Franchise Group
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
The Region Sales Director (RSD) role is responsible for leading sales efforts primarily through net flows, conducting sales opportunity analysis, driving advisor targeting and engagement, directing product SMEs, directing internal and external wholesaling activities. The position is a key strategic partner for field leaders, advisors, wholesalers and product partners in the region.
Key Responsibilities
Drive advisor net flows through virtual interactions with advisors. Ensure that key messaging is conveyed through defined visits and advisor meetings. The RSD is responsible for execution of region plan, advisor support, and field leader support. Key strategic partner for field leaders, advisors, wholesalers and product partners in the region.
Partner with key support and resources including corporate communications, WMS, RiverSource, Columbia Threadneedle Investments third party wholesalers and other critical groups. Translate national call message, make connections to regional needs / priorities, partner effectively with field leaders, advisors and field staff. Support the creation of the region plan in alignment with the national plan and ensure understanding of the plan by field leaders and other key stakeholders. Involved with segmentation and region engagement planning, e.g. coaching programs.
Engage Experienced Advisor Recruits (EAR) and field leaders in financial advice through Confident Retirement conversations and client case analysis. Engage virtually in client /advisor meetings where appropriate (while engaging other possible resources such as product experts).
Required Qualifications
Bachelors degree or equivalent experience.
7 years of relevant work experience.
Experience participating in client meetings supporting / facilitating the discussion and client case analysis.
Analysis - ability to review, analyze, gather data. Can identify data trends and develop and articulate solutions to solve for gaps in plan.
Leadership - demonstrated ability to lead and motivate advisors, leaders and field staff - engages with influence to support territory goals.
FINRA Series 7 (or willing to obtain within 90 days).
State securities (S63 or S66) (or willing to obtain within 90 days).
State IAR (S65 or S66) (or willing to obtain within 90 days).
Ability to travel (25%).
Preferred Qualifications
Excellent communication skills - written speaking clearly and in a compelling manner in front of small and large audiences.
Executive presence - conveys a meaningful message with confidence and assertion while able to answer questions on the fly.
Emotional competence - ability to be resilient in difficult situations, discipline in execution and positivity.
Product knowledge - familiarity and some expertise with Wealth Management and Risk.
Sales experience and Coaching Skills - able to engage and teach advisors while demonstrating accountability for results.
Candidates must reside in the Central Region for consideration; Minneapolis, Dallas, Houston preferred.
Base Pay Salary
The estimated base salary for this role is $114,500-$157,400/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
AFG Ameriprise Franchise Group
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 : $114,500 - $157,400