Regional Director of Business Development – Financial Institutions

🔥 21 hours ago

❄️ Minnesota – Remote

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💵 $150k / year

⏰ Full Time

🔴 Lead

💰 Business Development (BDR)

👻 Ghost score 0%

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Logo of Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

5001 - 10000 employees

Founded 1894

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

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

• Develop and execute territory growth strategies to expand the financial institution channel • Acquire new bank and credit union partners and achieve business growth objectives • Build and deepen executive-level relationships with bank and credit union leadership • Position Ameriprise as a trusted strategic partner for wealth management, investment, and program solutions • Lead the full business development lifecycle, including prospecting, pipeline management, needs assessment, proposal development, presentations, negotiations, contract execution, forecasting, and customer relationship management • Partner with operations, marketing, compliance, program management, and leadership teams to onboard and implement new financial institution partnerships • Represent Ameriprise at industry conferences, banking associations, networking events, and client engagements • Monitor competitive trends and market opportunities • Travel throughout the assigned territory to cultivate relationships, support business development activities, and drive sustained growth

🎯 Requirements

• 7-10 years of business development, sales, account management, or relationship management experience within financial services, investment management or banking • Community bank and credit union partnerships experience a plus • Demonstrated success developing new business, managing complex sales cycles, and building relationships with senior executives and decision makers • Bachelor's degree or equivalent combination of education and relevant experience • Strong proficiency with customer relationship management tools, data analysis, reporting, prospecting, and Microsoft Office applications • Excellent verbal, written, and public speaking skills • Ability to influence stakeholders, present to senior leaders and boards, and communicate complex concepts effectively • Ability to work independently, manage multiple priorities, meet deadlines, and respond quickly to client needs • Ability and willingness to travel regularly throughout an assigned geographic territory • Ability to communicate with other departments within the firm to achieve goals • Comfortable presenting to bank executives, board members, high-level decision makers, and/or large groups • Ability and experience articulating complex and in-depth concepts

🏖️ Benefits

• Variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role • Vacation time • Sick time • 401(k) • Health insurance • Dental insurance • Life insurance • Inclusive and accessible recruitment process • Reasonable accommodation for individuals with disabilities during application or interview process

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