- Establish and maintain an environment and culture that attracts, motivates, retains and inspires wholesalers within the division. Provide leadership to RACs, including coaching and development. Conduct frequent field visits to evaluate performance of RACs.
- Drive sales by deepening relationships and driving execution of partnership strategy within assigned region. Develop territory management strategies to drive sales and organizational efficiencies across division.
- Work with senior management to develop strategic plans, objectives and goals, and effectively partner with Columbia Threadneedle teams, including internal sales, marketing, and product to deliver on commitments to clients and advisors. Present product positioning/strategy to attain new distributors.
- Drive strategic imperatives, which may include enhancing sales culture and training, compensation and goal planning processes, tracking metrics and sales process through SalesForce. Prepare sales reports and other metrics for management that provide insights to leading and lagging indicators and influence coaching and territory management plans.
Qualifications
- Bachelor's degree or equivalent work experience.
- Minimum 10+ years in mutual fund/separate account wholesaling
- 5 years of Management experience preferred but not required
- In-depth working knowledge and experience with mutual funds and separate accounts
- Demonstrated ability to make successful and dynamic sales presentations
- Demonstrated track record of sales success yielding consistent, long-term results
- Ability to autonomously manage a budget
- Strong business acumen and proven leadership skills
- Ability to establish deep relationships in assigned channel/territory/region
- Ability to operate in a consultative capacity in order to effectively influence advisors
- Series 7, state securities agent registration (S63 or S66) and state IAR registration (S65 or S66) or the ability to obtain within a defined period of time.
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.
Base Pay Salary
The estimated base salary for this role is $150,000 /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 insurances. Closing Date: 06/30/2025Ameriprise 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
AMINV US Asset Management
