Director, Sales Consulting - Ameriprise Bank

Ameriprise Financial Services, LLC•Kannapolis, NC

10d•$150,000 - $200,000•Remote

About The Position

Join us as a strategic sales leader responsible for driving growth and adoption of Ameriprise Bank banking and cash solutions across an assigned territory. In this highly visible role, you will partner with advisors, field leadership, and cross-functional stakeholders to expand awareness, deepen client engagement, and deliver business results. You will serve as a subject matter expert and trusted consultant, influencing sales outcomes through education, relationship management, and strategic planning. This role offers the opportunity to shape advisor success, represent the business across industry forums, and contribute to the continued growth of our banking platform.

Requirements

10+ years of experience in the financial services industry in a sales-focused role with deep knowledge of advisor business models, investment products, and financial solutions
Demonstrated expertise selling deposit and lending products, including checking and savings accounts, home lending solutions, securities-based lending, and credit card products
Active Series 7 or ability to obtain 90 days
Active State securities agent registration (S63 or S66) or ability to obtain within 90 days
Active State IAR registration (S65 or S66) or ability to obtain within 90 days
Ability to travel minimum of 50% and reside within the assigned region

Nice To Haves

Strong business acumen with proficiency in Microsoft Office applications and customer relationship management systems such as Salesforce
Ability to quickly learn and effectively position proprietary products and solutions.
Experience applying consultative sales methodologies to influence advisor decision-making and drive business growth
Excellent communication, presentation, interpersonal, and problem-solving skills with the ability to speak to large audiences and influence and motivate diverse stakeholders
Proven ability to succeed in a fast-paced, highly matrixed environment while managing competing priorities and delivering results

Responsibilities

Build and execute a territory sales strategy by developing and maintaining relationships with new and existing advisors through one-on-one meetings, educational sessions, client events, and presentations.
Partner with advisors using a consultative sales approach to identify needs, recommend banking and cash management solutions, and drive product adoption.
Collaborate with product, marketing, field leadership, and other business partners to communicate market insights, industry trends, and competitive developments.
Travel throughout the territory to conduct advisor meetings, facilitate training programs, support client events, and represent the organization at national, regional, and industry events.
Leverage proprietary tools, customer relationship management platforms, and sales analytics to identify opportunities, evaluate advisor practices, and enhance sales effectiveness.
Drive operational excellence by managing schedules, meeting preparation, follow-up activities, budget oversight, and advisor recognition initiatives.
Maintain required licenses, registrations, and regulatory compliance through completion of applicable training and continuing education requirements.