Advisory Sales Consultant team: Sr Manager - Product Consulting

About the role

We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Responsibilities

• Educate and engage advisors on assigned Wealth Management products through proactive outbound and responsive inbound interactions across defined advisor channels.
• Support advisors with product features and benefits, competitive analysis, and product positioning to enable effective sales strategies and drive adoption.
• Manage and grow relationships with assigned advisor segments, emphasizing engagement, solution adoption, and revenue growth.
• Execute regional sales and product consulting strategies aligned with RVP direction and broader business priorities.
• Collaborate with other Product Consultants across advisor tiers to ensure seamless coverage, coordinated service, and appropriate escalation of complex or strategic situations.
• Partner with internal and external subject matter experts to support advisor needs and continuously improve the quality of advice, tools, processes, and sales strategies.
• Support data-driven territory planning, pipeline management, activity tracking, and regional performance objectives.
• Accurately document advisor activity and pipeline information in Salesforce and manage business expenses in Concur, in accordance with firm guidelines.

Requirements

• 7-10 years of relevant experience
• Bachelor's degree or equivalent
• Series 7, 63 & 65 (or 66) required upon hire
• Ability to travel (~20-30%) to support team and client needs

Preferred Qualifications

• 7-10 years' experience in financial services industry, ideally in a selling role focused on financial sales, or wholesaling, with demonstrated advisor relationship management experience
• Deep subject matter expertise on selling all Advisory Products with a focus on the Signature Wealth Platform
• Strong business acumen and demonstrated proficiency in general business disciplines and software applications (e.g. Word, Excel, etc.). Experience with CRM (e.g. Sales Force)
• Proficiency in demonstrating a 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
• Extensive knowledge of advisory products and services, with the ability to articulate complex concepts clearly and concisely
• Strong consultative sales, communication, and presentation skills, including effectiveness in one on one and occasional large group settings
• Proven ability to manage multiple advisor relationships while executing sales strategy and business priorities
• CFP, ChFC, CRPC, CEBS, RIPC or similar retirement industry designations
• Excellent understanding of various facets of the Ameriprise organization; including insight into various business units and the field organization

Pay

The estimated base salary for this role is $107,000 - $147,100 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. 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.

Schedule

Full-time

Benefits

Our benefits program includes vacation time, sick time, 401(k), and health, dental and life insurances.

Location

These roles are located in our Minneapolis office. There are two positions available, one supporting AFG mid-Atlantic region and the other supporting AAG West region.

Equal Opportunity Employer

We are an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.