Associate Sales Manager

Ameriprise • Minneapolis, MN

15h

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. Key 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.

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.

Benefits

• We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees