Senior Director, Product Consulting

Posted 21 Days Ago
Be an Early Applicant
Minneapolis, MN, USA
In-Office
115K-157K Annually
Senior level
Fintech • Payments • Financial Services
The Role
Leads product consulting teams supporting wealth management sales, asset flows, and advisor engagement. Responsibilities include strategic planning, sales execution, talent development, stakeholder partnership, advisor education, product feedback, regulatory supervision, and business representation through training and industry forums. The role requires extensive financial services and wealth management experience, sales leadership, and active securities registrations.
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

As a Senior Director, Product Consulting, you will lead a high-performing team focused on consultative sales of wealth management across the Ameriprise advisor channel. This role combines strategic leadership, sales execution, talent development, and cross-functional partnership to drive business growth and advisor engagement. You will influence product strategy, strengthen advisor outcomes, and help shape the future direction of product distribution initiatives. Joining our team offers the opportunity to make a meaningful impact while leading a critical function in a dynamic financial services environment.

Responsibilities

  • Lead and develop product consulting teams with a strong focus on increasing wealth management sales, asset flows, and advisor engagement.
  • Plan, prioritize, allocate, and monitor team activities to achieve business objectives while maintaining a high-performance, sales-driven culture.
  • Recruit, coach, motivate, evaluate, and develop talent, including responsibility for hiring, compensation recommendations, performance management, recognition, and career growth.
  • Partner with senior leadership to establish strategic plans, business goals, operating priorities, and marketing initiatives that support growth objectives.
  • Build and maintain effective relationships with product management and field leadership partners to enhance product knowledge, advisor education, and business results.
  • Gather advisor feedback and collaborate with product partners to identify opportunities for product enhancements and innovative solutions that address client needs.
  • Serve as a registered principal, where applicable, providing supervisory oversight and ensuring adherence to regulatory and compliance requirements.
  • Represent the business through advisor training programs, webinars, conferences, and other forums that promote product awareness and adoption.

Required Qualifications

  • 10+ years of experience in the financial services industry, including deep expertise in wealth management and consultative sales strategies
  • Minimum 4 years of experience leading and developing sales professionals, with demonstrated success driving performance and achieving business outcomes
  • Bachelor’s degree or equivalent combination of education and relevant professional experience.
  • Active Series 7
  • Active State securities agent registration (S63 or S66)
  • Active State IAR registration (S65 or S66) or ability to obtain within 90 days
  • Active Series 24 or ability to obtain within 90 days


Preferred Qualifications

  • Strong ability to influence stakeholders through consultative and solution-based selling approaches
  • Experience leveraging technology and productivity tools, with the ability to quickly learn and adopt new systems
  • Excellent verbal, written, and interpersonal communication skills with a demonstrated ability to build partnerships across diverse stakeholder groups
  • Preferred experience working independently in a fast-paced environment while managing multiple priorities and deadlines

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 $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  

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

  • 10+ years of experience in the financial services industry, including deep expertise in wealth management and consultative sales strategies
  • At least 4 years of experience leading and developing sales professionals, with demonstrated success driving performance and achieving business outcomes
  • Bachelor's degree or equivalent combination of education and relevant professional experience
  • Active Series 7 registration
  • Active state securities agent registration, S63 or S66
  • Active state IAR registration, S65 or S66, or ability to obtain within 90 days
  • Active Series 24 registration or ability to obtain within 90 days
  • Ability to influence stakeholders through consultative and solution-based selling approaches
  • Experience leveraging technology and productivity tools, with ability to quickly learn and adopt new systems
  • Excellent verbal, written, and interpersonal communication skills, with ability to build partnerships across diverse stakeholder groups
  • Experience working independently in a fast-paced environment while managing multiple priorities and deadlines
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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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