Associate Sales Manager

Ameriprise Financial•Minneapolis, MN

36d

About The Position

In this role, you will partner with Regional Sales Managers (RSM) and Regional Sales Directors (RSD) to drive best in class organic growth of Ameriprise advisors as measured by net flows, target market client acquisition and advice through helping advisors implement the Ideal Practice Model and modernize their practice. You will leverage modern coaching model to drive growth via cohorts, learning and growth labs and asynchronous support.

Requirements

Bachelor's degree or equivalent
1 - 3 years' relevant experience
Series 7 or ability to obtain within 150 days
State securities agent registration (S63 or S66) or ability to obtain within 150 days
State IAR registration (S65 or S66) or ability to obtain within 150 days

Nice To Haves

Previous experience in financial services industry strongly preferred
Knowledge of financial planning principles and process, as well as knowledge of advisor practice management processes and systems
Ability to influence advisor and field leader behavior
Analytical and conceptual thinking required to assist advisors, which may be subject to individual case analysis
Strong written and verbal communication skills, including a demonstrated ability to interact effectively with all levels of the organization
Demonstrated ability working in a fast-paced environment, and previous experience successfully managing multiple competing priorities
Strong attention to detail
Previous experience working collaboratively with a wide variety of partners
Strong communication, coaching, training and general presentation skills
Ability to coach advisors on the compliant application of financial planning tools as an integral part of an advice-based practice
Ability to collaborate, develop and maintain relationships, and influence field sales leaders and advisors to drive results

Responsibilities

Manage ongoing engagement with new advisors as they enroll in coaching programs. Engage with RSMs and RSDs to develop personalized learning plans, leading and lagging indicators to hit their business planning goal.
Manage up to 60 different cohorts of advisor learners at a time with a focus on providing updates to RSMs and RSDs on engagement and areas of opportunity. Partner with cross organizational team members to curate relevant content. Build and update unique scoreboards for each cohort.
Support national and regional calendar of learning and growth labs. First line support of live Q/A during calls. Work with learning team to develop pre and post event expectations, content and follow-up.
Work with operations team to serve up asynchronous communication ideas to RSMs and RSDs. Leverage the existing reporting to identify key opportunities and suggest methods of communication to lead coach.
Work 1:1 via referral with an advisor or operations team member on installation of key Ameriprise tools like CRM, eMeeting, Advice Insights and the marketing suite of capabilities.