Senior Director, Product Consulting

Posted 21 Days Ago
Be an Early Applicant
Minneapolis, MN, USA
In-Office
115K-157K Annually
Senior level
Fintech
The Role
Leads product consulting teams supporting wealth management sales, asset flows, and advisor engagement. Responsibilities include sales strategy, talent development, performance management, stakeholder partnership, product enhancement feedback, advisor education, and regulatory oversight as a registered principal. The role requires extensive financial services and wealth management experience, active securities registrations, and frequent in-office collaboration.
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, Series 63 or Series 66
  • Active state IAR registration, Series 65 or Series 66, 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
  • Ability to build partnerships across diverse stakeholder groups
  • Experience working independently in a fast-paced environment while managing multiple priorities and deadlines

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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