Ameriprise

Ameriprise

Advisory Sales Consultant team: Sr Manager - Product Consulting

Minneapolis, Minnesota · Senior · Part-time

No sponsorship$107k-$147kDetected 16 days ago
SalesforceCRMPipeline ManagementOutbound SalesExcelCommunicationCollaborationProblem Solving

About the role

  • Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients.
  • 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.
  • Proactive Sales: Educate and engage advisors on assigned Wealth Management products through proactive outbound and responsive inbound interactions across defined advisor channels.

Responsibilities

  • Administration: Support data driven territory planning, pipeline management, activity tracking, and regional performance objectives.
  • Accurately document advisor activity and pipeline information in Salesforce and manage business expenses in Concur, in accordance with firm guidelines.
  • Manage and grow relationships with assigned advisor segments, emphasizing engagement, solution adoption, and revenue growth.
  • Partner with internal and external subject matter experts to support advisor needs and continuously improve the quality of advice, tools, processes, and sales strategies.
  • This role supports execution of the Wealth Management sales strategy by driving advisor engagement, product adoption, and regional growth across assigned advisor segments.
  • Support data driven territory planning, pipeline management, activity tracking, and regional performance objectives.

Requirements

  • 7-10 years of relevant experience
  • Bachelor's degree or equivalent
  • Series 7, 63 & 65 (or 66) required upon hire

Nice to have

  • 7-10 years' experience in financial services industry, ideally in a selling role focused on financial sales, or wholesaling, with demonstrated advisor relationship management experience
  • Deep subject matter expertise on selling all Advisory Products with a focus on the Signature Wealth Platform
  • 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)
  • Proficiency in demonstrating a consultative sales process
  • Excellent communication, interpersonal, presentation and problem-solving skills
  • Extensive knowledge of advisory products and services, with the ability to articulate complex concepts clearly and concisely
  • Strong consultative sales, communication, and presentation skills, including effectiveness in one on one and occasional large group settings

Skills

  • Collaboration - Execute regional sales and product consulting strategies aligned with RVP direction and broader business priorities.

Compensation

  • The estimated base salary for this role is $107,000 - $147,100 / 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.

Benefits

  • Support advisors with product features and benefits, competitive analysis, and product positioning to enable effective sales strategies and drive adoption.
  • Collaborate with other Product Consultants across advisor tiers to ensure seamless coverage, coordinated service, and appropriate escalation of complex or strategic situations.

Company info

  • 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.
  • We are a longstanding leader in financial planning and advice, a global asset manager and an insurer.
  • Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Equal opportunity

  • Ameriprise Financial is an equal opportunity employer.
  • 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.

Visa & Work Authorization

  • 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).
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This listing is sourced directly from Ameriprise's careers page and normalized into a canonical job model.