In this role you will lead the strategy and development of the overall execution of the AAC to deliver a consistent client experience for clients and prospective clients. Lead with a standard of excellence in executing against key activities; financial planning, engagement meetings, service meetings, digitally enabled advice, client acquisition, inbound/outbound phone calls to increase sales production and results.
Responsibilities:
Actively create and manage the strategy for development and succession planning throughout the sales organization. Support employee development and continue to manage inclusion & evolve diversity strategy. Direct the execution of recognition and engagement across multiple sites and teams.
Provide leadership support to the sales and operations annual planning process and organization-wide strategic planning in addition to driving consistent standards of excellence and execution that supports the results of the AAC.
Proactively develop strong working partnerships across the enterprise to continue evolving the AAC to optimize employee engagement, client experience, and execution to improve results.
Develop, implement and adapt sales strategies to changing circumstances as required. Clearly communicate the strategic direction of AAC to the team and key partners.
Lead projects as assigned, on time and within budget, including cross team/department projects as required.
Ensure effective controls are in place to proactively manage risk and remain in compliance with company policies and procedures.
Manage the budget for areas of responsibility and work to identify and solve potential challenges and opportunities.
The Preferred Candidate:
The preferred candidate is an experienced, confident executive who is comfortable and effective at all levels of the organization. The ideal candidate possesses the following characteristics:
Leadership and Management: Strong leadership skills, with the ability to inspire and manage a team. Proven general management skills with a successful track record of building and maintaining a best-in-class team.
Financial Acumen: Deep understanding of financial products, markets and regulations
Customer Service: Exceptional skills in client relationship management and customer service
Strategic Mindset: Think strategically, creatively, and drive innovation with a focus on continuous improvement as well as the ability to develop and implement strategic plans.
Results oriented: Results-oriented, accountable, and focused on client needs and creating value for the shareholder.
Change Management: Build and develop top talent as well as effectively manage and lead through change.
Relationship Management: Ability to build and manage internal and external relationships; establish trust and communicate effectively.
Analytical Skills: Strong analytical and problem-solving abilities.
Technological Proficiency: Familiarity with financial software and tools, staying updated with tech trends in the industry.
Required Qualifications:
15+ years of sales experience and advisory experience such as hands on experience in financial planning, investment advising or similar roles.
Ability to hire and develop strong financial advisors aligned to providing the Ameriprise Client Experience.
Proven track record in leadership roles, managing teams and overseeing sales.
Ability to blend instinctive sales acumen with outstanding interpersonal skills.
Experience building and leading a phone-based advisor sales distribution organization within a Wealth Management/Financial Services company preferred.
Excellent communication skills and a proven ability to develop and execute a strategy
Demonstrated ability to manage and lead effective relationships with employees and clients.
Good business judgment - Understands and focuses efforts on key business priorities, thinks holistically, leverages business partners.
Ability to lead across the enterprise to align strategies and execute in a matrixed organization.
Proven people leadership capabilities and experience especially across teams in different geographic locations
Bachelor's degree or equivalent experience
Master's degree in business, finance or economics or other related degree preferred
Experience managing a P&L, including revenue forecasting and budgeting skills
Bachelor's degree or equivalent experience; masters preferred.
Series 7, 24, 63/66 or 65/66 required however, if you do not have them, you will have the ability to obtain them within a defined period according to Company policy
About Our Company
We're a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full timeExempt/Non-Exempt
ExemptJob Family Group
SalesLine of Business
AWMBD Advice and Wealth Mgmt and Business Development