Regional Sales Manager

Ameriprise•Minneapolis, MN

12d•Hybrid

About The Position

As a Regional Sales Manager, you will be responsible for engaging and coaching advisors to grow their businesses organically through net client acquisition, net flows, and general practice management techniques. You will partner with a given field leader or field leaders to drive results across the entire geography or territory via cohorts, multiple learning labs, blended approach to training, coaching and proactive contact with advisors across their span of responsibility with the use of technology. Provide proactive support to all advisors in a territory or region focused on a growth topic (client acquisition, net flows, practice management). Meet a service level agreement of minimum contact per coached advisor via various mediums (teams, calls, chats, etc.). Analyze data for reasons to call to drive sales results and behavior change. Influence advisors to grow faster or course correct where required. Build cohorts of likeminded advisors focused on growth in a key area (client acquisition, net flows, practice management). Curate content to generate discussion in the group. Drive the Four Disciplines of Execution via monthly calls focused on commitments and leading and lagging indicators. Facilitate dialogue among peers. Effectively influence behavior change. Engage advisors in growth coaching via business planning, town halls, leader one on ones or other methods. Assess advisor needs and provide a personalized, tailored, growth plan. Partner to determine key leading and lagging indicators of growth. Build a pathway that focuses on technical expertise/upskilling and behavior change elements to drive growth. Develop technical learning labs on the key aspects of growth topics alongside growth labs focused on how to use the technology at the firm to drive growth in their practice. Develop advisor champions and partner with them to deliver content. Work with field leadership to align messages. Deliver content regionally and nationally aimed at driving growth and behavior change. Travel with Field Leaders and team members to territory and national functions. Leverage knowledge base as a Subject Matter Expert (SME) to influence uptake in areas of focus, and present to group of advisors either virtually or at local leadership functions.

Requirements

3 - 5 years' relevant experience
Bachelor's degree or equivalent
Active Series 7 or ability to obtain within 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

Nice To Haves

Previous experience in financial services industry strongly preferred
Previous sales/marketing experienced preferred
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
Previous experience working collaboratively with a wide variety of partners
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
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
Self-driven and accountable

Responsibilities

Engage and coach advisors to grow their businesses organically through net client acquisition, net flows, and general practice management techniques.
Partner with field leaders to drive results across the geography or territory via cohorts, learning labs, and a blended approach to training and coaching.
Provide proactive support to advisors focused on growth topics (client acquisition, net flows, practice management).
Meet service level agreements for advisor contact via various mediums (Teams, calls, chats, etc.).
Analyze data to drive sales results and behavior change.
Influence advisors to grow faster or course correct where required.
Build cohorts of advisors focused on growth in key areas.
Curate content to generate discussion within advisor groups.
Drive the Four Disciplines of Execution via monthly calls focused on commitments and indicators.
Facilitate dialogue among peers and influence behavior change.
Engage advisors in growth coaching via business planning, town halls, and leader one-on-ones.
Assess advisor needs and provide personalized, tailored growth plans.
Partner to determine key leading and lagging indicators of growth.
Build pathways focusing on technical expertise/upskilling and behavior change to drive growth.
Develop technical learning labs and growth labs focused on using firm technology.
Develop advisor champions and partner with them to deliver content.
Work with field leadership to align messages.
Deliver content regionally and nationally aimed at driving growth and behavior change.
Travel with Field Leaders and team members to territory and national functions.
Leverage knowledge base as a Subject Matter Expert (SME) to influence uptake and present to groups of advisors.