Regional Retirement Consulting Director - AAG West

Responsibilities

• Works with leader to research, analyze, and manage territory and execute on sales plan; leverage resources to achieve/exceed targets
• Demonstrate deep understanding of retirement products, including all features and benefits, to educate and sell solutions to solve advisor and client needs
• Build and maintain relationships with internal/external partners (e.g. Wealth Management Solutions, Marketing, Investment Research Group, field leadership, etc.)
• Research and communicate industry changes and trends that may impact company or product positioning, both with internal and external customers
• Manage and develop systems to create efficiencies (scheduling/rotations, meeting preparation & follow-up, recognizing advisor sales, budget management, etc.)
• Prioritize and manage daily, weekly, and monthly workload
• Use tools/software, including proprietary programs, to research advisor business and identify opportunities to offer solutions
• Analyze reports to increase understanding of advisor business and identify sales trends; leverage the information to prepare for face-to-face sales calls.
• Complete required coursework in order to maintain compliance with state and federal regulations and licenses
• Travel within territory to conduct in person 1:1 Advisor sales calls, conduct client events, and to deliver group presentations, including continuing education/training. Represent WMS at National, Regional and Industry related meetings, conferences, and virtual events.
• Candidates can reside in a major metropolitan location in the region. Preferred locations include: Minneapolis, MN, Los Angeles, CA, Phoenix, AZ or Dallas, TX.
• Required Qualifications:
• 10+ years' experience in financial services industry in a selling role
• Active Series 7
• 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
• Ability to travel (~25%) to support team and client needs and live within region

Requirements

• CFP®, ChFC®, CRPC®, CEBS, RIPC or similar retirement industry designations
• Deep subject matter expert on selling retirement product (IRA, 401k, 403b and associated products)
• In depth product and investment knowledge. Ability to quickly assimilate and quickly learn proprietary products
• Strong business acumen and demonstrated proficiency in general business disciplines and software applications (e.g. Word, Excel, etc.)
• Experience with CRM (e.g. Sales Force)
• Experience working with consultative sales process
• Excellent communication, interpersonal, presentation and problem-solving skills
• Ability to operate and manage comfortably and effectively in a fast-paced, highly matrixed environment. Proven ability to influence, motivate and inspire others
• Excellent understanding of various facets of the Ameriprise organization; including insight into various business units and the field organization
• Remote Work
• This position is remote. Any expectations for travel or in-person collaboration will be discussed during the hiring process. This position is eligible for remote work in these locations: Minneapolis, MN, Los Angeles, CA, Phoenix, AZ or Da

Benefits

Additional Information

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 The Regional Retirement Consulting Director is responsible for the execution of the external sales strategy in the assigned territory to build awareness of retirement product offerings and drive product sales. This will be accomplished in partnership with a broader sales consulting team that focus solely on Ameriprise advisors. This role will be responsible for building/maintaining relationships across Ameriprise Advisor channels and Field Leadership. Represent the team and present content at in-person meetings, conferences, and virtual events. Territory includes a network of branch offices across 28 states in the Western U.S.

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