Ameriprise Financial, Inc

Regional Sales Manager

Ameriprise Financial, Inc • $76K — $104K *
Minneapolis, MN 55407In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 3 - 5 years' relevant experience
  • Bachelor's degree or equivalent
  • Active Series 7 or ability to obtain within 90 days
  • Active State securities agent registration (S63 or S66) or ability to obtain within 90 days
  • Active State IAR registration (S65 or S66) or ability to obtain within 90 days

Responsibilities

  • Engage and coach advisors to enhance client acquisition and practice management.
  • Analyze data to identify sales opportunities and influence advisors to drive growth.
  • Facilitate discussions among cohorts of likeminded advisors focusing on growth strategies.
  • Assess advisor needs and develop personalized growth plans with measurable goals.
  • Create and deliver technical learning labs that emphasize key growth areas and technology use.
  • Travel with field leaders to provide expert insights and support at local and national events.

Benefits

  • Comprehensive health, dental, and life insurance options.
  • 401(k) retirement plan with competitive matching.
  • Paid vacation and sick time.
  • Eligibility for bonuses and long-term incentives based on performance.
Full Job Description

Job Description

As a Regional Sales Manager, you will be responsible for engaging and coaching advisors to grow their businesses organically through net client acquisition, net flows, and general practice management techniques. You will partner with a given field leader or field leaders to drive results across the entire geography or territory via cohorts, multiple learning labs, blended approach to training, coaching and proactive contact with advisors across their span of responsibility with the use of technology.

  • Provide proactive support to all advisors in a territory or region focused on a growth topic (client acquisition, net flows, practice management). Meet a service level agreement of minimum contact per coached advisor via various mediums (teams, calls, chats, etc.). Analyze data for reasons to call to drive sales results and behavior change. Influence advisors to grow faster or course correct where required.
  • Build cohorts of likeminded advisors focused on growth in a key area (client acquisition, net flows, practice management). Curate content to generate discussion in the group. Drive the Four Disciplines of Execution via monthly calls focused on commitments and leading and lagging indicators. Facilitate dialogue among peers. Effectively influence behavior change.
  • Engage advisors in growth coaching via business planning, town halls, leader one on ones or other methods. Assess advisor needs and provide a personalized, tailored, growth plan. Partner to determine key leading and lagging indicators of growth. Build a pathway that focuses on technical expertise/upskilling and behavior change elements to drive growth.
  • Develop technical learning labs on the key aspects of growth topics alongside growth labs focused on how to use the technology at the firm to drive growth in their practice. Develop advisor champions and partner with them to deliver content. Work with field leadership to align messages. Deliver content regionally and nationally aimed at driving growth and behavior change.
  • Travel with Field Leaders and team members to territory and national functions. Leverage knowledge base as a Subject Matter Expert (SME) to influence uptake in areas of focus, and present to group of advisors either virtually or at local leadership functions.

Required Qualifications:

  • 3 - 5 years' relevant experience
  • Bachelor's degree or equivalent
  • Active Series 7 or ability to obtain within 90 days
  • Active State securities agent registration (S63 orS66) or ability to obtain within 90 days
  • Active State IAR registration (S65 or S66) or ability to obtain within 90 days

Preferred Qualifications:

  • Previous experience in financial services industry strongly preferred
  • Previous sales/marketing experienced preferred
  • Strong written and verbal communication skills, including a demonstrated ability to interact effectively with all levels of the organization
  • Demonstrated ability working in a fast-paced environment, and previous experience successfully managing multiple competing priorities
  • Previous experience working collaboratively with a wide variety of partners
  • Knowledge of financial planning principles and process, as well as knowledge of advisor practice management processes and systems. Ability to influence advisor and field leader behavior
  • Strong communication, coaching, training and general presentation skills
  • Ability to coach advisors on the compliant application of financial planning tools as an integral part of an advice-based practice
  • Ability to collaborate, develop and maintain relationships, and influence field sales leaders and advisors to drive results
  • Self-driven and accountable

Base Pay Salary

The estimated base salary for this role is $76,300 - $104,900 / 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

AFG Ameriprise Franchise Group

About Ameriprise Financial, Inc

Ameriprise Financial, Inc Careers

Joining Ameriprise Financial, Inc presents an unparalleled opportunity to advance your career with a leader in financial services. Our team of professionals is dedicated to fostering an environment of growth, innovation, and leadership. Work You’ll Do At Ameriprise Financial, Inc, you will be part of a culture that thrives on diversity, professional excellence, and ethical standards. Our employees are empowered to master their roles and contribute to the company’s success through continuous personal and professional development. Transform Your Career Lead your career on a path of continuous growth with Ameriprise Financial, Inc. Our company stands at the forefront of the financial industry, integrating cutting-edge technology and substantial market expertise to deliver exceptional service to our clients. Work with a team of skilled professionals who are committed to a culture of innovation and exceptional leadership. Collaborate on projects that reshape financial planning and improve client outcomes. Ameriprise Financial, Inc Job Opportunities We are actively hiring and have a variety of job opportunities that cater to different skills and career levels. From entry-level positions to leadership roles, Ameriprise Financial, Inc offers a dynamic work environment where your skills will be honed and your achievements recognized. Join our team and contribute to our mission of helping clients achieve their financial goals. Explore positions in areas such as financial advising, customer service, IT, and more. Internship Programs Kickstart your career with an Ameriprise Financial, Inc internship. Our internships provide invaluable workplace experience, networking opportunities, and insights into the financial services industry. Interns at Ameriprise Financial, Inc are crucial team members, working alongside seasoned professionals and contributing to real-world projects. Benefits and Growth Ameriprise Financial, Inc is committed to the growth and development of our employees. We offer competitive benefits, diversity training, and professional development programs that encourage our team to stay ahead in the industry. Our benefits package includes health, dental, and vision insurance, retirement plans, and generous paid time off. Leadership and Development Develop your leadership skills through targeted training and mentorship at Ameriprise Financial, Inc. We believe in nurturing leadership potential and offer various programs designed to help you grow into a visionary leader within the company. Stay Connected Join Our Team Search for open positions that match your skills and interests. We are looking for passionate, curious, and driven team players. Start your journey with Ameriprise Financial, Inc today and build a career that you can be proud of. SEARCH AMERIPRISE FINANCIAL JOBS Keep Up to Date Stay informed with career tips, insider perspectives, and industry-leading insights you can use today—all from the people who work here. READ CAREERS BLOG Job Alert Emails Customize your subscription to receive job alerts, the latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding opportunities that await at Ameriprise Financial, Inc.
Learn more about Ameriprise Financial, Inc
Size
12,000 employees
Market Cap
$32.7 billion
Industry
Finance & Insurance
Net Income
$1.5 billion
Founded
1894
5 Year Trend
+2.6%
Revenue
$11.9 billion
NASDAQ
AMP
* Ladders Estimates

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