6 дней назад
Director, Sales Consulting - Ameriprise Bank
150 000 - 200 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Director, Sales Consulting - Ameriprise Bank (Banking/Sales): Driving growth and adoption of banking and cash management solutions across an assigned US territory with an accent on advisor consulting, relationship management, and strategic sales planning. Focus on building territory strategies, positioning deposit and lending products, analyzing sales opportunities, and supporting advisor and client events with at least 50% travel.
Location: Remote within any US location; travel of at least 50% throughout the assigned region is required.
Base salary: $150,000–$200,000 per year, plus potential bonus, commissions, and/or long-term incentives.
Company
is a diversified financial services organization providing financial planning, investment management, insurance, and banking solutions to individual, small business, and institutional clients.
What you will do
- Build and execute territory sales strategies through advisor meetings, educational sessions, presentations, and client events.
- Use a consultative sales approach to identify advisor needs and drive adoption of banking and cash management solutions.
- Partner with product, marketing, field leadership, and other stakeholders on market insights, industry trends, and competitive developments.
- Travel throughout the assigned territory to conduct meetings, facilitate training, support client events, and represent the organization at industry events.
- Use CRM platforms, proprietary tools, and sales analytics to identify opportunities and improve sales effectiveness.
- Manage operational activities including scheduling, meeting preparation, follow-up, budgets, advisor recognition, licensing, and regulatory compliance.
Requirements
- 10+ years of financial services experience in a sales-focused role, with strong knowledge of advisor business models, investment products, and financial solutions.
- Experience selling deposit and lending products, including checking and savings accounts, home lending, securities-based lending, and credit cards.
- Active Series 7 license or ability to obtain it within 90 days.
- Active state securities agent registration (S63 or S66) and state IAR registration (S65 or S66), or ability to obtain the required registrations within 90 days.
- Must reside within the assigned US region and be able to travel at least 50%.
- Strong communication, presentation, interpersonal, problem-solving, and stakeholder-influence skills.
Nice to have
- Business acumen and proficiency with Microsoft Office and CRM systems such as Salesforce.
- Experience positioning proprietary products and applying consultative sales methodologies.
- Experience succeeding in a fast-paced, highly matrixed environment while managing competing priorities.
Culture & Benefits
- Remote work with travel and in-person collaboration expectations discussed during the hiring process.
- Vacation and sick time.
- 401(k) plan.
- Health, dental, and life insurance.
- Potential variable compensation through bonuses, commissions, and long-term incentives.
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