ABDG Regional Sales Manager - AAG South

Ameriprise Financial Services, LLC • Minneapolis, MN

1d • $68,700 - $120,600

About The Position

As a Regional Sales Manager, you will engage and coach advisors to grow their businesses organically through net client acquisition, net flows, and practice management. You will partner with field leaders to drive results across a geography or territory using advisor cohorts, learning labs, blended training and coaching, proactive contact, and technology.

You will provide proactive growth support to advisors, analyze data to identify opportunities for sales results and behavior change, and influence advisors to accelerate growth or course-correct. You will build cohorts of advisors focused on shared growth areas, curate content, facilitate peer dialogue, and use monthly calls to track commitments and leading and lagging indicators.

You will engage advisors through business planning, town halls, one-on-ones with leaders, and other methods; assess their needs; and develop tailored growth plans in partnership with them. You will create technical learning labs and technology-focused growth labs, develop advisor champions, align messages with field leadership, and deliver content regionally and nationally. You will also travel with field leaders and team members to territory and national functions, serve as a subject matter expert, and present to advisors virtually or at local leadership functions.

Requirements

• 3–5 years of relevant experience.
• Bachelor’s degree or equivalent.
• Active Series 7 license, or ability to obtain it within 90 days.
• Active state securities agent registration (S63 or S66), or ability to obtain it within 90 days.
• Active state IAR registration (S65 or S66), or ability to obtain it within 90 days.

Nice To Haves

• Previous experience in the financial services industry.
• Previous sales or marketing experience.
• Strong written and verbal communication skills and ability to interact effectively with all levels of the organization.
• Ability to work in a fast-paced environment and manage multiple competing priorities successfully.
• Experience working collaboratively with a wide variety of partners.
• Knowledge of financial planning principles and processes, and advisor practice management processes and systems.
• Ability to influence advisor and field leader behavior.
• Strong communication, coaching, training, and presentation skills.
• Ability to coach advisors on the compliant application of financial planning tools as 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

• Provide proactive support to advisors in a territory or region on growth topics, including client acquisition, net flows, and practice management.
• Meet the required contact service level for coached advisors through channels such as Teams, calls, and chats.
• Analyze data to identify reasons to contact advisors, drive sales results, and encourage behavior change.
• Influence advisors to accelerate growth or course-correct when needed.
• Build cohorts of like-minded advisors focused on growth areas and curate content to generate discussion.
• Drive the Four Disciplines of Execution through monthly calls focused on commitments and leading and lagging indicators.
• Facilitate dialogue among advisor peers and influence behavior change.
• Engage advisors through business planning, town halls, leader one-on-ones, and other methods.
• Assess advisor needs and provide personalized growth plans, including agreed-upon leading and lagging indicators and pathways for technical upskilling and behavior change.
• Develop technical learning labs on growth topics and labs on using firm technology to grow advisor practices.
• Develop advisor champions and partner with them to deliver content.
• Work with field leadership to align messages and deliver content regionally and nationally to drive growth and behavior change.
• Travel with field leaders and team members to territory and national functions.
• Use subject-matter expertise to influence uptake in focus areas and present to advisor groups virtually or at local leadership functions.

Benefits

• Vacation time
• Sick time
• 401(k)
• Health insurance
• Dental insurance
• Life insurance
• Variable pay may include bonuses, commissions, and/or long-term incentives, depending on the role.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level