Regional Sales Manager

🕒 May 14

❄️ Minnesota – Remote

❄️ Minnesota – Remote

💵 $76.3k - $104.9k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤑 Sales

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Ameriprise Financial Services, LLC

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1894

💸 Finance

💳 Fintech

Finance • Fintech

Ameriprise Financial Services, LLC is a leading provider of personalized financial planning and advice. The company emphasizes one-to-one financial advice to help clients reach their unique financial goals and offers complimentary consultations with its financial advisors. Ameriprise is well-regarded in the investment industry, providing award-winning service focused on client satisfaction. With the support of their Investment Research Group, Ameriprise advisors provide clients with objective research, actionable investment strategies, and ongoing market and economic analysis. The company also prioritizes online security and privacy for clients accessing their accounts and financial documents online.

📋 Description

• Responsible for engaging and coaching advisors to grow their businesses organically through client acquisition, net flows, and general practice management techniques. • Partner with a field leader or field leaders to drive results across the entire geography or territory. • Provide proactive support to all advisors in a territory or region focused on a growth topic. • Meet a service level agreement of minimum contact per coached advisor via various mediums. • 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. • 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 and 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 and 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 to influence uptake in areas of focus, and present to a group of advisors either virtually or at local leadership functions.

🎯 Requirements

• 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 • 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.

🏖️ Benefits

• vacation time • sick time • 401(k) • health, dental and life insurances