Vice President, Sales Consulting - Wealth Management

Posted Yesterday
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Minneapolis, MN, USA
In-Office
197K-295K Annually
Expert/Leader
Fintech • Payments • Financial Services
The Role
Lead the sales consulting organization for wealth management products, driving advisor adoption, program growth, sales, and net flows. Develop sales leaders and consultants, establish performance routines, oversee registered sales personnel as a principal, analyze pipelines and territories, align internal and external sales teams, manage budgets and reporting, and represent the business at industry forums. The role requires deep investment-product expertise, executive presence, and approximately 25% to 35% 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

As Vice President, Sales Consulting, you will lead the development and execution of the internal and external sales strategy for wealth management products across the Ameriprise Financial advisor network. This role will drive the intentional evolution of the business from a product consulting model to a sales consulting model, with a focus on accelerating advisor adoption, driving program growth, strengthening field execution and increasing accountability across the organization. You will shape how our sales consulting organization helps advisors deliver sophisticated investment solutions to clients while driving sales growth and net flows. In this highly influential leadership role, you will develop sales leaders and consultants, strengthen partnerships with field leadership, and create greater alignment across internal and external sales teams. You will also represent Wealth Management Products and Solutions at key business, regional and industry forums.

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.

U.S. Work Authorization & 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).

Responsibilities

  • Develop and execute an integrated sales strategy that increases awareness, adoption, sales and net flows across Ameriprise wealth management products and investment solutions, with an emphasis on strategic growth priorities such as Signature Wealth, alternatives and structured products.

  • Lead, coach and develop Regional Vice President Consultants, the Internal Sales Team Leaders and their respective teams, creating a high-performance culture focused on accountability, collaboration and professional growth.

  • Establish disciplined operating routines, activity inspection practices and performance expectations that drive consistent execution, advisor engagement and measurable business results.

  • Serve as a registered principal, providing day-to-day leadership, coaching and oversight to registered sales consultants and leaders.

  • Use data, pipeline insights, territory analytics and market trends to identify growth opportunities, prioritize resources and inform decision-making.

  • Create alignment and collaboration across internal and external sales consultants to improve advisor engagement, territory execution and sales outcomes.

  • Partner closely with field leadership to influence advisor behavior, strengthen adoption of key solutions and coach against regional expectations.

  • Manage team travel and expense budgets, consultant scheduling, pipeline reporting, prospect activity and related customer relationship management data.

  • Represent Wealth Management Products and Solutions at national, regional and industry meetings and conferences, delivering presentations to both small and large audiences.

Qualifications

  • 10 or more years of experience in the financial services industry in a sales or sales consulting role, with deep investment and product knowledge.

  • Subject matter expertise in complex investment solutions across multiple products, including managed account solutions, alternative investments and capital markets offerings such as structured products, syndicates, options, margin lending and high-yield investments.

  • Demonstrated ability to build scalable sales-consulting capabilities and create performance-oriented cultures with clear expectations, disciplined routines and strong accountability.

  • Bachelor’s degree or equivalent combination of education and relevant work experience; a master’s degree is preferred.

  • Active Financial Industry Regulatory Authority Series 7, Series 24 and Series 63 or Series 66 registrations.

  • Strong business acumen and proficiency with business software and customer relationship management platforms, including experience maintaining sales pipelines, prospects and activity data.

  • Demonstrated ability to develop and implement sales strategies, analyze business opportunities, apply industry best practices and drive results through others.

  • Strong change leadership capabilities, executive presence and credibility with field leaders, with comfort operating in an evolving business environment.

  • Exceptional relationship-building, influencing and collaboration skills, with the ability to work independently and effectively across functions and organizational levels.

  • Excellent written and verbal communication skills, including the ability to simplify complex information and present effectively to small and large audiences.

  • Ability to travel approximately 25% to 35% and adapt effectively to changing business priorities.

Base Pay Salary

The estimated base salary for this role is $196,700 - $295,000 / year. We have a pay-forperformance 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 or more years of financial services industry experience in a sales or sales consulting role
  • Deep investment and product knowledge
  • Subject matter expertise in complex investment solutions, including managed accounts, alternative investments, structured products, syndicates, options, margin lending, and high-yield investments
  • Experience building scalable sales-consulting capabilities and performance-oriented cultures
  • Bachelor's degree or equivalent combination of education and relevant work experience
  • Master's degree
  • Active FINRA Series 7, Series 24, and Series 63 or Series 66 registrations
  • Business acumen and proficiency with business software and customer relationship management platforms
  • Experience maintaining sales pipelines, prospects, and activity data
  • Ability to develop and implement sales strategies, analyze business opportunities, apply industry best practices, and drive results through others
  • Strong change leadership capabilities, executive presence, and credibility with field leaders
  • Relationship-building, influencing, collaboration, and cross-functional communication skills
  • Excellent written and verbal communication skills, including presentation ability
  • Ability to travel approximately 25% to 35% and adapt to changing business priorities
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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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