Regional Vice President - Wealth Management Sales Consultant

Ameriprise Financial, Inc.
New York, USA
Sep 25, 2022
Oct 03, 2022
Industry Sector
Finance - General
Employment Type
Full Time
The Regional Wealth Management consultant is responsible for the execution of the Wealth Management external sales strategy in the assigned territory to build awareness of Wealth Management product offerings (managed accounts, alternatives, options, structured products, etc.) and drive product sales and net flows. This will be accomplished in partnership with a broader sales consulting team made up of Regional Consultants that focus solely on Ameriprise advisors. This role will be responsible for building/maintaining relationships across Ameriprise Advisor channels, Field Leadership. Represent the team at industry meetings, conferences, virtual events.


  • Drive sales and net flows in territory by developing, maintaining and deepening relationships with new and existing advisors through 1:1 sales calls, client events, training and education, group presentations and other selling strategies and tactics. Will influence advisor choice through the use of a consultative sales process and other sales techniques and systems (ex. Quality Sales Call, etc.).
  • Demonstrate deep understanding of investment products, including all features and benefits, to educate and sell solutions to solve advisor and client needs. Build and maintain relationships with internal/external partners (e.g. Wealth Management Solutions, Marketing, Investment Research Group, field leadership, etc.).
  • Lead and develop systems to build efficiencies (scheduling/rotations, meeting preparation & follow-up, recognizing advisor sales, budget management, etc.). Prioritize and handle daily, weekly, and monthly workload.
  • Use tools/software, including proprietary programs, to research advisor business and find opportunities to offer solutions. Analyze reports to increase understanding of advisor business and identify sales trends; use the information to prepare for face-to-face sales calls.
  • Travel within territory to conduct one-on-one Ameriprise Financial Advisor sales calls, conduct client events, and to deliver group presentations, including continuing education/training. Represent WMS at National, Regional and Industry related meetings, conferences, and virtual events.

Required Qualifications

  • Bachelor's degree or equivalent experience
  • 7+ years' experience in financial services industry in a selling role; in depth product and investment knowledge.
  • Ability to quickly assimilate and quickly learn proprietary products.
  • Deep subject matter expert on selling complex investment solutions across multiple products and solutions, including proprietary Managed Account Solutions, Alternative Investments and other Capital Markets offerings (structured products, syndicates, options, margin lending, high yield, etc.).
  • Experience working with consultative sales process.
  • Excellent communication, interpersonal, presentation and problem solving skills.
  • Ability to operate and manage comfortably and effectively in a fast-paced, highly matrixed environment.
  • Ability to travel (~25%) to support team and client needs and live within region.
  • Active Series 7 required.
  • Active Series 63 & 65 (or 66), or the ability to obtain within 90 days

Preferred Qualifications

  • FA, CIMA, CFP or other professional designation(s).
  • Excellent understanding of various facets of the Ameriprise organization; including insight into various business units and the Field organization

About Our Company

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
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