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 • Payments • Financial Services
The Role
Drive advisor engagement and product adoption through consultative selling and relationship management. Collaborate with RVPs, Product Consultants, and subject matter experts to execute regional sales strategy. Manage territory planning, pipeline, and document activity in Salesforce; manage expenses in Concur. Support advisor practice growth and regional revenue objectives. Role based in Minneapolis with ~20-30% travel.
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, 63 & 65 (or 66) required upon hire
  • Ability to travel (~20-30%)
  • Roles located in Minneapolis office
  • Work in office at least four days per week
  • Valid work authorization not requiring visa sponsorship
  • Experience in financial services sales or wholesaling (preferred)
  • Deep subject matter expertise selling Advisory Products, focus on Signature Wealth Platform
  • Proficiency with CRM (e.g., Salesforce) and activity documentation
  • Proficiency in business applications (Word, Excel)
  • Proficiency in consultative sales process and strong communication/presentation skills
  • CFP®, ChFC®, CRPC®, CEBS, RIPC or similar retirement industry designations
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The Company
HQ: Seguin, TX
40 Employees

What We Do

RBFCU Wealth Management, The Garner Davis Group is a financial advisory practice of Ameriprise Financial Services, LLC. With a combined 39 years of experience, our team uses a financial planning process designed to help high net worth individuals, families and business leaders help manage their finances and assets. AREAS OF FOCUS • Family Finances • Retirement Planning Strategies • Wealth Preservation Strategies • Investment Management • Retirement Plan Distribution • Social Security Retirement Benefits • Small Business • Business Retirement Plans • Tax Planning Strategies CONNECT WITH US Phone: 979-417-0563 | 512-873-2527 OFFICE LOCATIONS 8300 N MOPAC EXPY, Suite 100, Austin, TX 78759 107 THIS WAY, Suite A, Lake Jackson, TX 77566 1 IKEA-RBFCU PKWY, Live Oak, TX 78233-2792 Please visit http://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media

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