Threadneedle group
ABDG Regional Sales Director
Threadneedle group, Minneapolis, Minnesota, United States, 55400
As a Regional Sales Director (RSD), you will be responsible for leading sales efforts primarily through net flows, conducting sales opportunity analysis, driving advisor targeting and engagement, directing product SMEs, and directing internal and external wholesaling activities. The position is a key strategic partner for field leaders, advisors, wholesalers and product partners in the region.
This position can be remote but must be located in the Minneapolis area only.Key ResponsibilitiesDrive 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.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.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.Required QualificationsBachelors degree or equivalent experience7+ years of relevant work experienceFINRA Series 7 (or willing to obtain within 90 days)State securities (S63 or S66) (or willing to obtain within 90 days)State IAR (S65 or S66) (or willing to obtain within 90 days)Ability to travel (25%)Preferred QualificationsExperience participating in client meetings supporting/facilitating the discussion and client case analysisAnalysis - ability to review, analyze, gather data. Can identify data trends and develop and articulate solutions to solve for gaps in planLeadership - demonstrated ability to lead and motivate advisors, leaders and field staffExcellent communication skills - written, speaking clearly and in a compelling manner in front of small and large audiencesExecutive presence - convey a meaningful message with confidence and assertion while able to answer questions on the flyEmotional competence - ability to be resilient in difficult situations, discipline in execution and positivityProduct knowledge - familiarity and some expertise with Wealth Management and RiskSales experience and Coaching Skills - able to engage and teach advisors while demonstrating accountability for resultsPreference for candidates to live in the Minneapolis/St. Paul areaAbout Our CompanyWe’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.Base Pay SalaryThe estimated base salary for this role is $99,000 - $170,800 / year. Base salaries are determined in part 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.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-TimeFull timeExempt/Non-ExemptExemptJob Family GroupSalesLine of BusinessAFG Ameriprise Franchise Group
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This position can be remote but must be located in the Minneapolis area only.Key ResponsibilitiesDrive 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.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.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.Required QualificationsBachelors degree or equivalent experience7+ years of relevant work experienceFINRA Series 7 (or willing to obtain within 90 days)State securities (S63 or S66) (or willing to obtain within 90 days)State IAR (S65 or S66) (or willing to obtain within 90 days)Ability to travel (25%)Preferred QualificationsExperience participating in client meetings supporting/facilitating the discussion and client case analysisAnalysis - ability to review, analyze, gather data. Can identify data trends and develop and articulate solutions to solve for gaps in planLeadership - demonstrated ability to lead and motivate advisors, leaders and field staffExcellent communication skills - written, speaking clearly and in a compelling manner in front of small and large audiencesExecutive presence - convey a meaningful message with confidence and assertion while able to answer questions on the flyEmotional competence - ability to be resilient in difficult situations, discipline in execution and positivityProduct knowledge - familiarity and some expertise with Wealth Management and RiskSales experience and Coaching Skills - able to engage and teach advisors while demonstrating accountability for resultsPreference for candidates to live in the Minneapolis/St. Paul areaAbout Our CompanyWe’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.Base Pay SalaryThe estimated base salary for this role is $99,000 - $170,800 / year. Base salaries are determined in part 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.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-TimeFull timeExempt/Non-ExemptExemptJob Family GroupSalesLine of BusinessAFG Ameriprise Franchise Group
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