RVP Wealth Management - Pacific West

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

Responsibilities

• Drive territory sales results by developing and strengthening relationships with new and existing advisors through one-on-one meetings, presentations, client events and educational programs.
• Apply a consultative sales approach to influence advisor product selection and identify opportunities that align with client and business needs.
• Partner with sales consultants, field leadership, marketing and other key stakeholders to execute territory business plans and achieve growth objectives.
• Monitor industry trends, competitive developments and regulatory changes, and communicate insights that impact product positioning and sales strategy.
• Travel throughout the territory to conduct advisor engagement activities, deliver training, and represent the organization at regional, national and industry events.
• Leverage customer relationship management tools, sales analytics and proprietary systems to identify opportunities, prepare meetings and improve sales effectiveness.
• Manage territory operations, scheduling, recognition activities, budgets and follow-up processes to enhance efficiency and advisor experience.

Required Qualifications

• 10+ years of experience in the financial services industry in a sales-focused role with deep investment and wealth management product knowledge
• Experience working in a consultative sales environment with a proven track record of influencing outcomes and driving business growth
• Bachelor’s degree or equivalent
• Series 7 license required upon hire
• 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 

Preferred Qualifications

• Professional designations such as Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), Certified Employee Benefit Specialist (CEBS), Retirement Income Certified Professional (RICP), or similar credentials are preferred
• Strong business acumen and proficiency with Microsoft Office applications, customer relationship management platforms and sales analytics tools
• Excellent communication, presentation, relationship-building and problem-solving skills
• Ability to operate effectively in a fast-paced, highly matrixed environment while influencing and motivating diverse stakeholders
• Knowledge of Ameriprise business units, advisor channels and field organization structures is preferred
• Preferred location is within the Pacific West Territory: WA, OR, ID, MT, CA, NV, UT, AZ.

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: Washington, Oregon, Idaho, Montana, California, Nevada, Utah, Arizona, or Minnesota.

Base Pay Salary

Full-Time/Part-Time

Exempt/Non-Exempt

Job Family Group

Line of Business  

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.