Advisory Consulting Manager
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 role consults with advisors and key staff on investment strategies, product rules and regulations, and appropriate solutions, primarily through outbound calls to Ameriprise advisors. It also supports territory business planning, sales campaigns, EAR VIP Events, field leader initiatives, and other regional needs. The manager collaborates with advisors, product partners, the Investment Research Group, regional teams, internal sales desks, and other business partners. The role uses Salesforce.com, Concur Expense Management, and Microsoft Teams, and may support advisor and client presentations and field-facing events. In partnership with a Wealth Management Solutions Regional Vice President, the manager travels within the region as required. Overnight travel may be required up to 25%. The position is based in an in-office collaboration model: employees work in the office at least four days per week and may work from home one day per week.
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 (or Series 66), or ability to obtain the required licenses within 120 days.
- Overnight travel required up to 25%.
- Must have a clean compliance record.
- Must be open to Quality Sales Call coaching.
- Applicants must have valid U.S. work authorization that does not now or in the future require visa sponsorship.
Nice To Haves
- Deep understanding of the advisory platform, including Active Portfolios, Signature Wealth, SPS Advantage, SPS Advisor, Separate Accounts, or Strategist UMA.
- CFP, CRPC, APMA, or ChFC designation, or strong desire to achieve one.
- Experience as a financial planner, financial advisor, or investment broker.
- Experience with the Ameriprise Financial product suite.
- Knowledge of the Ameriprise field structure.
- 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 MS Teams.
Responsibilities
- Proactively conduct outbound calls to advisors in the assigned region.
- Respond to inbound advisor calls and emails with technical expertise on sales strategies, product rules and regulations, and solutions that drive advisory sales.
- Maintain strong working relationships with product partners, the Investment Research Group, and the regional team, and work with internal sales desks and business partners to support client and advisor needs.
- Accurately track activity in Salesforce.com and track and submit business expenses in Concur Expense Management.
- Use Microsoft Teams for advisor sales interactions.
- Provide support for 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 one-on-one 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 regional needs.
Benefits
- Vacation time
- Sick time
- 401(k)
- Health insurance
- Dental insurance
- Life insurance
- Variable pay may be available in the form of bonus, commissions, and/or long-term incentives, depending on the role.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
