Regional Retirement Consultant Mid-Atlantic
Ameriprise Financial Services, LLC, New York, NY, United States
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 Regional Retirement Consulting Director is responsible for the execution of the external sales strategy in the assigned territory to build awareness of retirement product offerings and drive product sales. This will be accomplished in partnership with a broader sales consulting team that focuses solely on Ameriprise advisors. The role requires building and maintaining relationships across Ameriprise Advisor channels and Field Leadership, representing the team and presenting content at in‑person meetings, conferences, and virtual events. Territory includes NY, NJ, MD, DE, VA, NC, Central & Eastern PA.
Responsibilities
Drive sales in territory by developing, maintaining and deepening relationships with new and existing advisors through 1:1 calls, client events, training and education, group presentations and other selling strategies and tactics.
Influence advisor choice through the use of a consultative sales process and other sales techniques and systems (e.g. Quality Sales Call).
Work with leaders to research, analyze, and manage territory and execute on sales plans; leverage resources to achieve or exceed targets.
Demonstrate deep understanding of retirement products, including all features and benefits, to educate and sell solutions that solve advisor and client needs.
Build and maintain relationships with internal and external partners (e.g. Wealth Management Solutions, Marketing, Investment Research Group, field leadership, etc.).
Research and communicate industry changes and trends that may impact company or product positioning, both with internal and external customers.
Manage and develop systems to create efficiencies (scheduling/rotations, meeting preparation & follow‑up, recognizing advisor sales, budget management, etc.).
Prioritize and manage daily, weekly, and monthly workload.
Use tools/software, including proprietary programs, to research advisor business and identify opportunities to offer solutions.
Analyze reports to increase understanding of advisor business and identify sales trends; leverage the information to prepare for face‑to‑face sales calls.
Complete required coursework to maintain compliance with state and federal regulations and licenses.
Travel within territory to conduct in‑person 1:1 advisor sales calls, client events, group presentations, continuing education/training, and represent WMS at national, regional and industry‑related meetings, conferences and virtual events.
Remain resident in New York, NY, Washington DC, or Philadelphia, PA metro areas.
Required Qualifications
10+ years’ experience in the financial services industry in a selling role.
Active Series 7.
Active State securities agent registration (S63 or S66) or ability to obtain within 90 days.
Active State IAR registration (S65 or S66) or ability to obtain within 90 days.
Ability to travel (~25%) to support team and client needs and live within territory.
Preferred Qualifications
CFP®, ChFC®, CRPC®, CEBS, RIPC or similar retirement industry designations.
In‑depth product and investment knowledge; ability to quickly assimilate proprietary products.
Deep subject matter expert on selling retirement products (IRA, 401(k), 403(b) and associated products).
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).
Experience working with 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; proven ability to influence, motivate and inspire others.
Excellent understanding of various facets of the Ameriprise organization, including insight into business units and the field organization.
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).
Remote Work This position is remote. Any expectations for travel or in‑person collaboration will be discussed during the hiring process. This position is eligible for remote work in New York, NY; Washington DC; and Philadelphia, PA metro areas.
Base Pay Salary The estimated base salary for this role is $150,000 – $200,000 per year. Compensation may vary based on job‑related knowledge, skills, experience, and geographical work location. Most roles are eligible for variable pay in the form of bonus, commissions, and/or long‑term incentives. The company offers a comprehensive benefits program including vacation time, sick time, 401(k), and health, dental and life insurance.
Full‑Time/Part‑Time Full time
Exempt/Non‑Exempt Exempt
Job Family Group Sales
Line of Business FPPS Wealth Management Solutions
EEO Statement 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.
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Job Description The Regional Retirement Consulting Director is responsible for the execution of the external sales strategy in the assigned territory to build awareness of retirement product offerings and drive product sales. This will be accomplished in partnership with a broader sales consulting team that focuses solely on Ameriprise advisors. The role requires building and maintaining relationships across Ameriprise Advisor channels and Field Leadership, representing the team and presenting content at in‑person meetings, conferences, and virtual events. Territory includes NY, NJ, MD, DE, VA, NC, Central & Eastern PA.
Responsibilities
Drive sales in territory by developing, maintaining and deepening relationships with new and existing advisors through 1:1 calls, client events, training and education, group presentations and other selling strategies and tactics.
Influence advisor choice through the use of a consultative sales process and other sales techniques and systems (e.g. Quality Sales Call).
Work with leaders to research, analyze, and manage territory and execute on sales plans; leverage resources to achieve or exceed targets.
Demonstrate deep understanding of retirement products, including all features and benefits, to educate and sell solutions that solve advisor and client needs.
Build and maintain relationships with internal and external partners (e.g. Wealth Management Solutions, Marketing, Investment Research Group, field leadership, etc.).
Research and communicate industry changes and trends that may impact company or product positioning, both with internal and external customers.
Manage and develop systems to create efficiencies (scheduling/rotations, meeting preparation & follow‑up, recognizing advisor sales, budget management, etc.).
Prioritize and manage daily, weekly, and monthly workload.
Use tools/software, including proprietary programs, to research advisor business and identify opportunities to offer solutions.
Analyze reports to increase understanding of advisor business and identify sales trends; leverage the information to prepare for face‑to‑face sales calls.
Complete required coursework to maintain compliance with state and federal regulations and licenses.
Travel within territory to conduct in‑person 1:1 advisor sales calls, client events, group presentations, continuing education/training, and represent WMS at national, regional and industry‑related meetings, conferences and virtual events.
Remain resident in New York, NY, Washington DC, or Philadelphia, PA metro areas.
Required Qualifications
10+ years’ experience in the financial services industry in a selling role.
Active Series 7.
Active State securities agent registration (S63 or S66) or ability to obtain within 90 days.
Active State IAR registration (S65 or S66) or ability to obtain within 90 days.
Ability to travel (~25%) to support team and client needs and live within territory.
Preferred Qualifications
CFP®, ChFC®, CRPC®, CEBS, RIPC or similar retirement industry designations.
In‑depth product and investment knowledge; ability to quickly assimilate proprietary products.
Deep subject matter expert on selling retirement products (IRA, 401(k), 403(b) and associated products).
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).
Experience working with 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; proven ability to influence, motivate and inspire others.
Excellent understanding of various facets of the Ameriprise organization, including insight into business units and the field organization.
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).
Remote Work This position is remote. Any expectations for travel or in‑person collaboration will be discussed during the hiring process. This position is eligible for remote work in New York, NY; Washington DC; and Philadelphia, PA metro areas.
Base Pay Salary The estimated base salary for this role is $150,000 – $200,000 per year. Compensation may vary based on job‑related knowledge, skills, experience, and geographical work location. Most roles are eligible for variable pay in the form of bonus, commissions, and/or long‑term incentives. The company offers a comprehensive benefits program including vacation time, sick time, 401(k), and health, dental and life insurance.
Full‑Time/Part‑Time Full time
Exempt/Non‑Exempt Exempt
Job Family Group Sales
Line of Business FPPS Wealth Management Solutions
EEO Statement 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.
#J-18808-Ljbffr