Regional Vice President Consultant, Retirement

The Regional Retirement Plans Consultant is responsible for the execution of the Wealth Management external sales consulting strategy in the assigned Ameriprise Financial territory in an effort to build awareness of retirement product offerings (IRA, 401k, 403b and associated products) and drive product sales.
This will be accomplished in partnership with a broader sales consulting team made up of Regional Consultants that focus solely on the Ameriprise Financial advisor force.
This role will be responsible for building/maintaining relationships across the Ameriprise Advisor channel, including Field Leadership and Advisors. Additionally, this key sales leadership role will represent the team at various National, Regional, and Industry related meetings; conferences and virtual events as needed and requested.


If you are not located close to a physical office, remote work is considered for qualified candidates.

Key Responsibilities

• Drive retirement product sales in territory by developing, maintaining and deepening relationships with new and existing advisors and field sales leadership through 1:1 sales meetings, 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 (e.g. Quality Sales Call, etc.).
• Works with leader to research, analyze, and manage territory and execute on sales plan; leverage resources to achieve/exceed targets. Shares best practices across consulting team. Partner with internal sales consultant to develop a business plan, manage the territory, and drive regional sales goals and objectives.
• 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.
• Represent WMS at National, Regional and Industry related meetings, conferences, and virtual events.
• 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 to maintain compliance with state and federal regulations and licenses.

Required Qualifications

• 7+ years’ experience in financial services industry in a selling role; in depth product and investment knowledge. Ability to quickly assimilate and quickly learn proprietary products.
• Active Series 7 or ability to obtain within 120 days.
• Active State securities agent registration Series 63 & 65 (or 66) or the ability to obtain within 90 days.
• Active State IAR registration (S65 or S66) or ability to obtain within 90 days.
• Bachelor’s degree in Sales, Marketing, Economics, Investments, or other related degree.
• Deep subject matter expert on selling retirement product (IRA, 401k, 403b and associated products).
• Excellent relationship and interpersonal skills, demonstrated ability to drive results through others
• 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).
• Demonstrated ability to work independently and within a team to build relationships and interact effectively with business partners.
• Excellent communication skills (verbal, written) to work all levels of the organization.
• Demonstrated ability to present in front of small and large group audiences
• Ability to operate and manage comfortably and effectively in a fast-paced, highly matrixed environment. Proven ability to influence, motivate and inspire others.
• Attention to detail, accuracy, and high level of personal accountability.
• Strong organizational skills.
• Ability to travel (~25%) to support team and client needs and live within region (AZ, CA, OR, WA, NV, UT, ID, MT, AK, HI).
• Preferred residence: Major metro in California or Arizona.

 Preferred Qualifications

• Advance degree (e.g. MBA).
• CFP®, ChFC®, CRPC®, CEBS, RIPC or similar retirement industry designations.