Advisor Business Development Group - Regional Sales Director

About Our Company

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.

Job Description

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 region.

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.
• State securities (S63 or S66).
• State IAR (S65 or S66).
• 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 Southern States region, including Florida and Atlanta, Georgia.

Remote Work

This position is remote. Any expectations for travel or in-person collaboration will be discussed during the hiring process. Preference for candidates to live in Southern States including Florida and Atlanta, Georgia.

Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

Base Pay Salary

The estimated base salary for this role is $114,500 – $157,400 per 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.Full timeExemptSalesAFG Ameriprise Franchise Group

Ameriprise Financial is 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.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Who We Are

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years.

Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long-term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation.

For you, that means the opportunity to build a meaningful career in a high-performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact.

Our Business and our Brands

As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers:

• Ameriprise Financial: Financial planning, advice and wealth management.

• Columbia Threadneedle Investments: Global asset management serving individual, institutional and corporate clients.

• RiverSource Insurance & Annuities: Products and solutions designed to help clients protect and grow their wealth.

Explore opportunities within each business and region below.

• Ameriprise US | Careers

• Ameriprise India | Careers

• Columbia Threadneedle Investments US | Careers

• Columbia Threadneedle Investments EMEA APAC | Careers

• RiverSource | Careers

Common Questions

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