ABDG Regional Sales Director

Posted Yesterday
Be an Early Applicant
United States of America
99K-171K Annually
7+ Years Experience
Fintech
The Role
The Regional Sales Director will lead sales efforts, conducting opportunity analyses, driving advisor engagement, and supporting field leaders and wholesalers in the region. This role requires strategic partnerships with various teams to align regional plans with national priorities and to facilitate virtual interactions with advisors.
Summary Generated by Built In

As a Regional Sales Director (RSD), you will be responsible for leading sales efforts primarily through net flows, conducting sales opportunity analysis, driving advisor targeting and engagement, directing product SMEs, and directing internal and external wholesaling activities. The position is a key strategic partner for field leaders, advisors, wholesalers and product partners in the region.
This position can be remote but must be located in the Minneapolis area only.

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
  • 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

  • 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
  • Excellent communication skills - written, speaking clearly and in a compelling manner in front of small and large audiences
  • Executive presence - convey 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
  • Preference for candidates to live in the Minneapolis/St. Paul area

About Our Company
We're a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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.

Base Pay Salary

The estimated base salary for this role is $99,000 - $170,800 / year. Base salaries are determined in part 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 support all aspects of your health and well-being.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Sales

Line of Business

AFG Ameriprise Franchise Group

The Company
Minneapolis, MN
16,649 Employees
On-site Workplace
Year Founded: 1894

What We Do

Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals.

We believe that with the right advisor, the right advice, and the right firm, life can be brilliant.

Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.

Learn how you can build your career at Ameriprise Financial.

*Ameriprise Financial Q2 2020 Statistical Supplement

All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested.

By clicking on a hyperlink, you may be directed to a non-Ameriprise website. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.

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