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Associate Sales Manager

3 months ago

Minneapolis, United States Threadneedle group Full time

In this role, you will partner with Regional Sales Managers (RSM) and Regional Sales Directors (RSD) to drive best in class organic growth of Ameriprise advisors as measured by net flows, target market client acquisition and advice through helping advisors implement the Ideal Practice Model and modernize their practice. You will leverage modern coaching model to drive growth via cohorts, learning and growth labs and asynchronous support.

Key Responsibilities: Manage ongoing engagement with new advisors as they enroll in coaching programs. Engage with RSMs and RSDs to develop personalized learning plans, leading and lagging indicators to hit their business planning goal.

Manage up to 60 different cohorts of advisor learners at a time with a focus on providing updates to RSM's and RSD's on engagement and areas of opportunity. Partner with cross organizational team members to curate relevant content. Build and update unique scoreboards for each cohort.

Support national and regional calendar of learning and growth labs. First line support of live Q/A during calls. Work with learning team to develop pre and post event expectations, content and follow-up.

Work with operations team to serve up asynchronous communication ideas to RSMs and RSDs. Leverage the existing reporting to identify key opportunities and suggest methods of communication to lead coach.

Work 1:1 via referral with an advisor or operations team member on installation of key Ameriprise tools like CRM, eMeeting, Advice Insights and the marketing suite of capabilities.

Required Qualifications: Bachelors degree or equivalent.

1 - 3 years relevant experience required.

Series 7 or ability to obtain within 150 days.

State securities agent registration (S63 or S66) or ability to obtain within 150 days.

State IAR registration (S65 or S66) or ability to obtain within 150 days.

Preferred Qualifications: Previous experience in financial services industry strongly preferred.

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.

Analytical and conceptual thinking required to assist advisors, which may be subject to individual case analysis.

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.

Strong attention to detail.

Previous experience working collaboratively with a wide variety of partners.

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.

About Our Company We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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. 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