4 дня назад
ABDG Regional Sales Director - AFG (Wealth Management)
114 500 - 157 400$
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
ABDG Regional Sales Director - AFG (Wealth Management): Accelerating revenue, GDC production, asset accumulation, and client growth for advisors transitioning books of business through the EAR Ramp Up program with an accent on book-of-business analysis, coaching, pipeline management, and strategic growth planning. Focus on recovering and exceeding pre-transition production, identifying AUM and client acquisition opportunities, and building sustainable advisor growth systems.
Location: Remote within any US location; preferred location is the greater Minneapolis area. Travel of 25% is required, with expectations for in-person collaboration discussed during the hiring process.
Base salary: $114,500–$157,400 per year, plus potential bonus, commissions, and/or long-term incentives.
Company
is a diversified financial services organization providing financial planning and advice, asset management, insurance, and annuity services.
What you will do
- Drive post-transition revenue growth, GDC production, asset accumulation, client acquisition, and book retention for advisors in the EAR Ramp Up program.
- Build and execute 12-month growth plans focused on revenue recovery, production acceleration, and sustainable organic growth.
- Analyze books of business, client segmentation, revenue concentration, net flows, pipelines, and performance data to identify actionable opportunities.
- Coach advisors through one-on-one consultations, practice reviews, prospecting disciplines, scalable service models, and execution routines.
- Coordinate with field leaders, lead advisors, Wealth Management Specialists, RiverSource partners, and other business resources.
- Track scorecards, engagement, GDC growth, asset gathering, client acquisition, pipeline activity, and transition outcomes.
Requirements
- Bachelor’s degree or equivalent experience.
- 7+ years of relevant work experience, including participation in client meetings and client case analysis.
- Strong analytical, leadership, communication, coaching, and business development capabilities.
- FINRA Series 7 and active state securities agent registration through Series 63 or 66, or the ability to obtain them within 90 days.
- Active state IAR registration through Series 65 or 66, or the ability to obtain it within 90 days.
- Valid US work authorization is required without current or future visa sponsorship.
Nice to have
- Wealth Management and Risk product knowledge.
- Sales experience and demonstrated advisor coaching skills.
- Executive presence and experience presenting to small and large audiences.
Culture & Benefits
- Remote work is available from any US location.
- 25% travel is expected.
- Benefits include vacation, sick time, 401(k), and health, dental, and life insurance.
- Compensation may include performance-based bonus, commissions, and long-term incentives.
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