Regional Sales Manager - ABDG Desk

As a Regional Sales Manager, you will be responsible for engaging and coaching advisors to grow their businesses organically through client acquisition, financial advice, net flows, and general practice management techniques. You will partner with a given field leader or field leaders to drive results across the entire geography or territory via cohorts, multiple learning labs, blended approach to training, coaching and proactive contact with advisors across their span of responsibility with the use of technology.

• Provide proactive support to all advisors in a territory or region focused on a growth topic (client acquisition, financial planning, net flows, practice management). Meet a service level agreement of minimum contact per coached advisor via various mediums (teams, calls, chats, etc.). Analyze data for reasons to call to drive sales results and behavior change. Influence advisors to grow faster or course correct where required.
• Build cohorts of likeminded advisors focused on growth in a key area (client acquisition, net flows, advice, practice management). Curate content to generate discussion in the group. Drive the Four Disciplines of Execution via monthly calls focused on commitments and leading and lagging indicators. Facilitate dialogue among peers. Effectively influence behavior change.
• Engage advisors in growth coaching via business planning, town halls, leader one on ones or other methods. Assess advisor needs and provide a personalized, tailored, growth plan. Partner to determine key leading and lagging indicators of growth. Build a pathway that focuses on technical expertise/upskilling and behavior change elements to drive growth.
• Develop technical learning labs on the key aspects of growth topics alongside growth labs focused on how to use the technology at the firm to drive growth in their practice. Develop advisor champions and partner with them to deliver content. Work with field leadership to align messages. Deliver content regionally and nationally aimed at driving growth and behavior change.
• Travel with Field Leaders and team members to territory and national functions. Leverage knowledge base as a Subject Matter Expert (SME) to influence uptake in areas of focus, and present to group of advisors either virtually or at local leadership functions.

Required Qualifications:

• 3 - 5 years' relevant experience
• Bachelor's degree or equivalent
• Active Series 7 or ability to obtain within 90 days
• Active State securities agent registration (S63 orS66) or ability to obtain within 90 days
• Active State IAR registration (S65 or S66) or ability to obtain within 90 days

Preferred Qualifications:

• Previous experience in financial services industry strongly preferred
• Previous sales/marketing experienced preferred
• Strong written and verbal communication skills, including a demonstrated ability to interact effectively with all levels of the organization
• Demonstrated ability working in a fast-paced environment, and previous experience successfully managing multiple competing priorities
• Previous experience working collaboratively with a wide variety of partners
• Knowledge of financial planning principles and process, as well as knowledge of advisor practice management processes and systems. Ability to influence advisor and field leader behavior
• Strong communication, coaching, training and general presentation skills
• Ability to coach advisors on the compliant application of financial planning tools as an integral part of an advice-based practice
• Ability to collaborate, develop and maintain relationships, and influence field sales leaders and advisors to drive results
• Self-driven and accountable

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.