Advisory Consulting Manager

Ameriprise • Minneapolis, MN

2d • Hybrid

About The Position

The Advisory Consulting Manager is an internal sales position focused on increasing sales and net flows into Ameriprise advisory programs by applying technical platform and sales expertise. The manager consults with advisors and key staff on investment strategies, product rules and regulations, and appropriate solutions, primarily through outbound calls to Ameriprise advisors. The role also supports regional business planning, sales campaigns, EAR VIP Events, field leader initiatives, and other regional needs.

The manager works with the Wealth Management Solutions Regional Vice President and maintains relationships with product partners, the Investment Research Group, the regional team, internal sales desks, and other business partners. The position may require regional travel for advisor sales calls, client events, and presentations. Employees work in the office at least four days per week, with flexibility to work from home one day per week; some roles may have different in-office expectations.

Requirements

• At least 5 years of experience in the financial services industry, financial sales, or financial wholesaling.
• Bachelor’s degree or equivalent in a related field.
• Active Series 7 and Series 63 and 65 licenses, or Series 66 license; alternatively, ability to obtain the required licenses within 120 days.
• Ability to travel overnight up to 25%.
• Must have a clean compliance record.
• Must be open to Quality Sales Call coaching.
• Valid work authorization that does not now or in the future require visa sponsorship for employment in the United States.

Nice To Haves

• Deep understanding of advisory platforms, such as Active Portfolios, Signature Wealth, SPS Advantage, SPS Advisor, Separate Accounts, or Strategist UMA.
• CFP, CRPC, APMA, or ChFC designation, or strong desire to achieve a designation.
• Experience as a financial planner, financial advisor, or investment broker.
• Experience with the 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.
• 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 Microsoft Teams.

Responsibilities

• Proactively conduct outbound calls to advisors in the assigned region.
• Respond to advisor calls and emails, providing technical expertise on sales strategies, product rules and regulations, and solutions to drive advisory sales and maintain advisor satisfaction.
• Maintain strong working relationships with product partners, the Investment Research Group, the regional team, internal sales desks, and internal business partners.
• Accurately track activity in Salesforce.com and track and submit business expenses using Concur Expense Management.
• Use Microsoft Teams for advisor sales interactions.
• Support and participate in advisor and client presentations and field-facing events as required.
• Partner with the Wealth Management Solutions Regional Vice President and travel within the region as required for advisor sales calls, client events, and group presentations.
• Complete required coursework to maintain compliance with state and federal regulations and licenses.
• Support territory business planning, sales campaigns, EAR VIP Events, field leader initiatives, and other ad hoc regional needs.

Benefits

• Vacation time
• Sick time
• 401(k)
• Health insurance
• Dental insurance
• Life insurance
• Variable pay may be available as bonuses, commissions, and/or long-term incentives, depending on the role.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager