Advisory Sales Consultant team: Sr Manager - Product Consulting

Posted Yesterday
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Minneapolis, MN, USA
In-Office
107K-147K Annually
Senior level
Fintech
The Role
Drive advisor engagement and product adoption across assigned segments through consultative selling, relationship management, and collaboration with RVPs and product teams. Support territory planning, pipeline management, and CRM documentation (Salesforce). Travel ~20-30% and work primarily in-office to execute regional sales strategies and grow revenue for advisory products, especially the Signature Wealth Platform.
Summary Generated by Built In

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.

Skills Required

  • 7-10 years of relevant experience
  • Bachelor's degree or equivalent
  • Series 7, Series 63 and Series 65 (or 66) required upon hire
  • Ability to travel approximately 20-30%
  • Valid work authorization that does not require visa sponsorship
  • Experience with CRM systems (e.g., Salesforce)
  • Experience managing expenses in Concur and documenting activity in Salesforce
  • Proficiency with Microsoft Word and Excel
  • Proven consultative sales and advisor relationship management experience
  • Designations such as CFP, ChFC, CRPC, CEBS, RIPC or similar

Ameriprise Financial Services, LLC Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Ameriprise Financial Services, LLC and has not been reviewed or approved by Ameriprise Financial Services, LLC.

  • Retirement Support Feedback suggests a 401(k) with company contributions and financial well‑being programs strengthens long‑term savings. Employee stock purchase access and planning subsidies further support retirement readiness.
  • Strong & Reliable Incentives Feedback suggests annual and long‑term performance incentives, alongside variable or commission components in advisor roles, can create meaningful upside for certain positions. Licensing support and bonus opportunities reinforce a performance‑linked pay mix.
  • Flexible Benefits Feedback suggests flexible work options, the ability to purchase extra vacation, and paid volunteer time provide adaptable benefits for different life needs. On‑site clinic and fitness resources at headquarters and wellbeing programs add convenient lifestyle support.

Ameriprise Financial Services, LLC Insights

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The Company
HQ: Minneapolis, MN
16,649 Employees
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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