Advisory Consulting Manager (Internal Wholesaler) PacWest
About The Position
The Advisory Consulting Manager is an internal sales position with the primary responsibility of using technical platform and sales expertise to increase sales and net flows into our advisory programs. In this role, you will work with advisors and key staff members on developing investment strategies, advising on product rules/regulations, and consulting on appropriate solutions via outbound calls to Ameriprise advisors. In addition, you will assist and support territory business planning, sales campaigns, EAR VIP Events, field leader initiatives, and other ad-hoc items as needed to support the region. This covers the PacWest territory that includes CA, OR, WA, ID, MT, NV, CO, UT, AK, HI.
Requirements
- Bachelor’s Degree or equivalent in a related field
- 5+ years’ experience in financial services industry, financial sales, or financial wholesaling
- Active Series 7 and Series 63 & 65 (or Series 66) or the ability to obtain within 120 days
- Overnight travel required up to 25%
Nice To Haves
- Deep understanding of advisory platform: (i.e. Active Portfolios, Signature Wealth, SPS Advantage, SPS Advisor, Separate Accounts, Strategist UMA, etc.)
- CFP, CRPC, APMA, ChFC designations preferred (or strong desire to achieve)
- Experience as a financial planner, financial advisor, or investment broker
- Experience with Ameriprise Financial product suite
- Knowledge of the Ameriprise field structure
- Proven ability to establish rapport and credibility quickly
- Demonstrated sales and coaching experience and understanding of the wholesaling process
- Must be open to Quality Sales Call coaching
- Independent self-starter with strong teamwork orientation and relationship skills
- Excellent communication and influencing skills
- Strong organizational skills and ability to manage multiple priorities
- Strong presentation skills using MS Teams
- Must have a clean compliance record
Responsibilities
- Proactively conduct outbound calls to advisors in assigned region
- Ensure a high level of advisor satisfaction by responding to inbound calls and emails from advisors to provide technical expertise on sales strategies, product rules/regulations, and solutions to drive advisory sales
- Maintain strong working relationships with product partners, IRG, and regional team. This role will also work closely with the other internal sales desks and internal business partners to support client/advisor needs
- Accurately track all activity in Salesforce.com and track/submit all business expenses in Concur Expense Management system
- Utilize Microsoft Teams for advisor sales interactions
- Provide support and participate in advisor/client presentations and field facing events as required
- In partnership with WMS RVP, travel within region as required to participate in one-on-one advisor sales calls, client events, and/or to deliver group presentations
- Complete required coursework to maintain compliance with state and federal regulations and licenses
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What This Job Offers
Job Type
Full-time
Career Level
Manager
