Advisory Sales Consultant team: Sr Manager - Product Consulting

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 River Source 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 This role supports execution of the Wealth Management sales strategy by driving advisor engagement, product adoption, and regional growth across assigned advisor segments. The role focuses on consultative selling, relationship development, and advisor practice growth, while partnering closely with Regional Vice Presidents (RVPs), Product Consultants, and internal product partners to deliver consistent, comprehensive coverage across the region.

Responsibilities:

Proactive Sales:
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.

Collaboration - 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.

Administration:
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.

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.

Required Qualifications:

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 prioritiesCFP, 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

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