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ABDG Regional Sales Director

4 months ago

Nevada, United States Threadneedle group Full time

The Region Sales Director (RSD) role is responsible for leading sales efforts primarily through net flows, conducting sales opportunity analysis, driving advisor targeting and engagement, directing product SMEs, directing internal and external wholesaling activities. The position is a key strategic partner for field leaders, advisors, wholesalers and product partners in the Pacific West region.

If you are not located close to a physical office, remote work is considered for qualified candidates.

Key Responsibilities Drive advisor net flows through virtual interactions with advisors. Ensure that key messaging is conveyed through defined visits and advisor meetings. The RSD is responsible for execution of region plan, advisor support, and field leader support. Key strategic partner for field leaders, advisors, wholesalers and product partners in the region. Partner with key support and resources including corporate communications, WMS, RiverSource, Columbia Threadneedle Investments third party wholesalers and other critical groups. Translate national call message, make connections to regional needs / priorities, partner effectively with field leaders, advisors and field staff. Support the creation of the region plan in alignment with the national plan and ensure understanding of the plan by field leaders and other key stakeholders. Involved with segmentation and region engagement planning, e.g. coaching programs. Engage Experienced Advisor Recruits (EAR) and field leaders in financial advice through Confident Retirement conversations and client case analysis. Engage virtually in client /advisor meetings where appropriate (while engaging other possible resources such as product experts).

Required Qualifications Bachelors degree or equivalent experience. 7+ years of relevant work experience. Experience participating in client meetings supporting / facilitating the discussion and client case analysis. Analysis - ability to review, analyze, gather data. Can identify data trends and develop and articulate solutions to solve for gaps in plan. Leadership - demonstrated ability to lead and motivate advisors, leaders and field staff - engages with influence to support territory goals. FINRA Series 7 (or willing to obtain within 90 days). State securities (S63 or S66) (or willing to obtain within 90 days). State IAR (S65 or S66) (or willing to obtain within 90 days). Ability to travel (25%).

Preferred Qualifications Excellent communication skills - written speaking clearly and in a compelling manner in front of small and large audiences. Executive presence - conveys a meaningful message with confidence and assertion while able to answer questions on the fly. Emotional competence - ability to be resilient in difficult situations, discipline in execution and positivity. Product knowledge - familiarity and some expertise with Wealth Management and Risk. Sales experience and Coaching Skills - able to engage and teach advisors while demonstrating accountability for results. Preference for candidates to live in the Pacific Dessert region, including Washington, Oregon, California, Nevada, Arizona, or in the Minneapolis/St. Paul area. About Our Company We’re a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing 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 Services, 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. 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. Full-Time/Part-Time Full time

Exempt/Non-Exempt Exempt

Job Family Group Sales

Line of Business AFG Ameriprise Franchise Group #J-18808-Ljbffr