Description
The Region Sales Director (RSD) role is 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.
Key Responsibilities
- Drive 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 the regional plan, advisor support, and field leader support. Key strategic partner for field leaders, advisors, wholesalers and product partners in the region.
- Partner with key support and resources including corporate communications, WMS, RiverSource, Columbia Threadneedle Investments third‑party wholesalers and other critical groups. Translate national call messages, make connections to regional needs and priorities, partner effectively with field leaders, advisors and field staff. Support the creation of the regional plan in alignment with the national plan and ensure understanding of the plan by field leaders and other key stakeholders. Involved with segmentation and regional engagement planning, e.g., coaching programs.
- 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 (while engaging other possible resources such as product experts).
Required Qualifications
- Bachelor's degree or equivalent experience.
- 7+ years of relevant work experience.
- Experience participating in client meetings supporting or facilitating discussion and client case analysis.
- Analysis capability: ability to review, analyze, gather data, identify trends, and develop solutions to gaps in the plan.
- Leadership: demonstrated ability to lead and motivate advisors, leaders and field staff—engaging with influence to support territory goals.
- FINRA Series 7 (or willingness to obtain within 90 days).
- State securities (S63 or S66) (or willingness to obtain within 90 days).
- State IAR (S65 or S66) (or willingness to obtain within 90 days).
- Ability to travel (25%).
Preferred Qualifications
- Excellent communication skills—written and spoken, clearly and compellingly to small and large audiences.
- Executive presence—conveys a meaningful message with confidence and assertion while able to answer questions on the fly.
- Emotional competence—ability to be resilient in difficult situations, disciplined in execution, and positive.
- Product knowledge—familiarity and some expertise with Wealth Management and Risk.
- Sales experience and coaching skills—able to engage and teach advisors while demonstrating accountability for results.
- Candidates must reside in the Central Region for consideration; Minneapolis, Dallas, Houston preferred.
Base Pay Salary
The estimated base salary for this role is $114,500–$157,400 per 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 insurance.
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