Regional Retirement Consultant Mid-Atlantic
Ameriprise Financial, New York, NY, United States
Regional Retirement Consulting Director
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 focus solely on Ameriprise advisors. This role will be responsible for building/maintaining relationships across Ameriprise Advisor channels and Field Leadership. Represent the team and present content at in-person meetings, conferences, and virtual events. Territory includes NY, NJ, MD, DE, VA, NC, Central & Eastern PA. Key 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. Will influence advisor choice through the use of a consultative sales process and other sales techniques and systems (ex. Quality Sales Call, etc.) Works with leader to research, analyze, and manage territory and execute on sales plan; leverage resources to achieve/exceed targets Demonstrate deep understanding of retirement products, including all features and benefits, to educate and sell solutions to solve advisor and client needs Build and maintain relationships with internal/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 in order to maintain compliance with state and federal regulations and licenses Travel within territory to conduct in person 1:1 Advisor sales calls, conduct client events, and to deliver group presentations, including continuing education/training. Represent WMS at National, Regional and Industry related meetings, conferences, and virtual events. Candidates should reside in New York, NY, Washington DC, or Philadelphia, PA metro areas Required Qualifications: 10+ years' experience in 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 and quickly learn proprietary products Deep subject matter expert on selling retirement product (IRA, 401k, 403b 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 various 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 these locations: New York, NY, Washington DC, or Philadelphia, PA metro areas Base Pay Salary The estimated base salary for this role is $150,000 - $200,000 / 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. Closing Date: 04/18/2026 Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Sales Line of Business FPPS Wealth Management Solutions 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.
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 focus solely on Ameriprise advisors. This role will be responsible for building/maintaining relationships across Ameriprise Advisor channels and Field Leadership. Represent the team and present content at in-person meetings, conferences, and virtual events. Territory includes NY, NJ, MD, DE, VA, NC, Central & Eastern PA. Key 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. Will influence advisor choice through the use of a consultative sales process and other sales techniques and systems (ex. Quality Sales Call, etc.) Works with leader to research, analyze, and manage territory and execute on sales plan; leverage resources to achieve/exceed targets Demonstrate deep understanding of retirement products, including all features and benefits, to educate and sell solutions to solve advisor and client needs Build and maintain relationships with internal/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 in order to maintain compliance with state and federal regulations and licenses Travel within territory to conduct in person 1:1 Advisor sales calls, conduct client events, and to deliver group presentations, including continuing education/training. Represent WMS at National, Regional and Industry related meetings, conferences, and virtual events. Candidates should reside in New York, NY, Washington DC, or Philadelphia, PA metro areas Required Qualifications: 10+ years' experience in 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 and quickly learn proprietary products Deep subject matter expert on selling retirement product (IRA, 401k, 403b 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 various 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 these locations: New York, NY, Washington DC, or Philadelphia, PA metro areas Base Pay Salary The estimated base salary for this role is $150,000 - $200,000 / 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. Closing Date: 04/18/2026 Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Sales Line of Business FPPS Wealth Management Solutions 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.