Managed Account Sales Consultant

Ameriprise Financial • Minneapolis, MN • 3h ago

The Managed Accounts Sales Consultant position is an internal sales position with the primary responsibility of using technical platform and sales expertise to increase sales and net flows into our advisory programs. The Sales Consultant will work with advisors and key staff members on developing investment strategies, advising on product rules/regulations, and consulting on appropriate solutions via outbound calls to Ameriprise advisors. In addition, this role will assist and support territory business planning, sales campaigns, EAR VIP Events, field leader initiatives, and other ad-hoc items as needed to support the region. Examples of advisory products include, but are not limited to: Active Portfolios Signature Wealth SPS Advantage & Advisor Select Separate Accounts Select Strategist UMA Select ETF Portfolios Envestnet Platforms Key Responsibilities Proactively conducting outbound calls to advisors in assigned region Ensure a high level of advisor satisfaction by responding to inbound calls and emails from advisors to provide technical expertise on sales strategies, product rules/regulations, and solutions to drive advisory sales. Maintain strong working relationships with product partners, IRG, and regional team. This role will also work closely with the other internal sales desks and internal business partners to support client/advisor needs. Accurately track all activity in Salesforce.com and track/submit all business expenses in Concur Expense Management system. Utilize Microsoft Teams for advisor sales interactions. Provide support and participate in advisor/client presentations and field facing events as required. In partnership with WMS RVP, travel within region as required to participate in one-on-one advisor sales calls, client events, and/or to deliver group presentations. Complete required coursework to maintain compliance with state and federal regulations and licenses. Required Qualifications Bachelor's Degree or equivalent in a related field 5+ years' experience in financial services industry, financial sales, or financial wholesaling with proven phone skills Active Series 7 and Series 63 & 65 (or Series 66) or the ability to obtain within 120 days Deep understanding of advisory platform: (i.e. Active Portfolios, Signature Wealth, SPS Advantage, SPS Advisor, Separate Accounts, Strategist UMA, etc.) Overnight travel required up to 25% Preferred Qualifications CFP, CRPC, APMA, ChFC designations preferred (or strong desire to achieve) Experience as a financial planner, financial advisor, or investment broker Experience with Ameriprise Financial product suite Knowledge of the Ameriprise field structure Proven ability to establish rapport and credibility quickly Demonstrated sales and coaching experience and understanding of the wholesaling process Must be open to Quality Sales Call coaching Independent self-starter with strong teamwork orientation and relationship skills Excellent communication and influencing skills Strong organizational skills and ability to manage multiple priorities Strong presentation skills using MS Teams Must have a clean compliance record 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 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of 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. Base Pay Salary The estimated base salary for this role is$70,000 / 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. 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 FPPS Wealth Management Solutions

Similar Jobs

Analyst - Asset Management

Jones Lang Lasalle • Saint Paul, MN • 52min ago

Management & Administrative

JLL empowers you to shape a brighter way. Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are...

52min ago

Go to Apply

Americas Fulfilment and Customer Experience Director

NIDEC MOTOR CORPORATION • Eden Prairie, MN • 53min ago

Management & Administrative

We begin with dreams. Dreams drive our motivation. Dreams are our future. The world's dreams, people's dreams, our dreams. Our passion creates ideas that make dreams come alive. Technology and products that were only dre...

53min ago

Go to Apply

Operations Manager (Cosmetology & Barber)

PSI Services • Saint Paul, MN • 1h ago

Management & Administrative

Description Title: Operations Manager (Cosmetology and Barber) Location: Remote-US Salary: Up to $95k/annually ?About PSI Join Us at PSI - Where You Belong, Grow, and Thrive! At PSI, we believe that people achieve their...

1h ago

Go to Apply

Technician, Managed Services Operations (Nationwide Opportunities)

Presidio Networked Solutions • Edina, MN • 2h ago

Management & Administrative

Description Presidio, Where Teamwork and Innovation Shape the Future AtPresidio, we're at the forefront of a global technology revolution, transforming industries throughcutting-edge digital solutions and next-generation...

2h ago

Go to Apply

Sr. Account Manager - Infrastructure

Environmental Systems Research Insitute Inc. • Minneapolis, MN • 3h ago

Management & Administrative

Overview We invite you to bring your experience and passion for the infrastructure industry coupled with an understanding of applying geospatial technology to become an integral part of Esri's Infrastructure account team...

3h ago

Go to Apply

Jr. Account Manager

TUV America Inc • New Brighton, MN • 3h ago

Management & Administrative

Jr. Account Manager Your tasks Position Summary: This full-time position's anticipated annual base pay range is $75,000-$85,000. Actual base pay will be determined based on various factors, including years of relevant ex...

3h ago

Go to Apply

Senior Segment Marketing Manager

Granicus • Saint Paul, MN • 3h ago

Management & Administrative

The Company Serving the People Who Serve the People Granicus is driven by the excitement of building, implementing, and maintaining technology that is transforming the Govtech industry by bringing governments and its con...

3h ago

Go to Apply

Manager, Market Access

LivaNova, USA Inc. • Minneapolis, MN • 3h ago

Management & Administrative

Join us today and make a difference in people's lives! LivaNova is a global medical technology company built on nearly five decades of experience and a relentless commitment to improving the lives of patients around the...

3h ago

Go to Apply

Market Grille Clerk

Hy-Vee Food Stores • Plymouth, MN • 3h ago

Management & Administrative

Additional Considerations (if any): - At Hy-Vee our people are our strength. We promise "a helpful smile in every aisle" and those smiles can only come from a workforce that is fully engaged and committed to supporting o...

3h ago

Go to Apply

Sr Marketing Manager, Hybrid in Eden Prairie, MN

UnitedHealth Group • Eden Prairie, MN • 3h ago

Management & Administrative

Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the ca...

3h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.