Key Responsibilities
- Lead team responsible for managing sales consultant support and implementation of key Wealth Management Solutions (WMS) messages, campaigns, programs and product launches by collaborating with sales partners and department team members for results-driven activities - including conference calls and in-person meetings.
- Oversee the creation and ensure updates of sales strategy materials, including writing product specific sales strategy materials and developing key messages. Ensure compliance approvals obtained as needed.
- Oversee the design, development and implementation plan for the sales organization related to complex product marketing programs/initiatives.
- Provide ongoing support to sales organization by supporting team with the day-to-day duties of providing updates at meetings and responding to email and phone requests.
- Oversee the development and implementation of virtual and in person events, partnering with meeting management and The Personal Advisors Group (TPAG) resources.
- Set strategy and execute on tactics to drive advisor and sales consultant engagement and uptake of programs, campaigns, events and initiatives.
- Provide recommendations for program improvements and oversee execution. Develop and maintain effective relationships with internal and external partners, TPAG partners including field leaders.
- Work across various teams to coordinate and integrate plans, ensure execution of projects is on time and within budget.
- Create a culture of recognition and success with strong employee engagement. Manage day-to-day activities and make decisions on hiring, compensation, performance appraisals, training and development, and other related personnel actions.
Required Qualifications
- 10+ years' experience in sales strategy or marketing position
- Bachelor's degree or equivalent
- Series 7 (or ability to obtain within 90 days of hire, if multiple exams are required, an additional 90-day window will be added after successfully passing each exam)
- Series 24 (or ability to obtain within 90 days of hire, if multiple exams are required, an additional 90-day window will be added after successfully passing each exam)
Preferred Qualifications
- Experience with Ameriprise Financial product suite
- Knowledge of the Ameriprise field structure
- Experience working with a sales organization
- Ability to think strategically, coach and influence people at all levels of the organization
- Strong project management skills with demonstrated ability to manage multiple priorities and deadlines
- Excellent written and verbal communication skills
- Proven ability to work with cross-functional teams
- Ability to translate complex concepts into easy-to-understand language
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 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of 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.
Base Pay Salary
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
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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.
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Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.