Advisory Sales Consultant team: Sr Manager - Product Consulting

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.

• 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.

• 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

• 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

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).

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week.

Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

The estimated base salary for this role is $107,000 - $147,100 / year. We have a pay-for-performance compensation…