Associate Sales Manager jobs in United States
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Ameriprise Financial Services, LLC · 2 days ago

Associate Sales Manager

Ameriprise Financial Services, LLC is a diversified financial services leader managing over $1.5 trillion in assets. The Associate Sales Manager will partner with Regional Sales Managers and Directors to drive growth by engaging new advisors, managing coaching programs, and developing personalized learning plans.

CommercialConstructionProperty ManagementReal EstateResidential

Responsibilities

Manage ongoing engagement with new advisors as they enroll in coaching programs
Engage with RSMs and RSDs to develop personalized learning plans, leading and lagging indicators to hit their business planning goal
Manage up to 60 different cohorts of advisor learners at a time with a focus on providing updates to RSMs and RSDs on engagement and areas of opportunity
Partner with cross organizational team members to curate relevant content
Build and update unique scoreboards for each cohort
Support national and regional calendar of learning and growth labs
First line support of live Q/A during calls
Work with learning team to develop pre and post event expectations, content and follow-up
Work with operations team to serve up asynchronous communication ideas to RSMs and RSDs
Leverage the existing reporting to identify key opportunities and suggest methods of communication to lead coach
Work 1:1 via referral with an advisor or operations team member on installation of key Ameriprise tools like CRM, eMeeting, Advice Insights and the marketing suite of capabilities

Qualification

Series 7 certificationState securities registrationFinancial planning knowledgeCoaching skillsAnalytical thinkingCommunication skillsCollaboration skillsAttention to detailPresentation skills

Required

Bachelor's degree or equivalent
1 - 3 years' relevant experience
Series 7 or ability to obtain within 150 days
State securities agent registration (S63 or S66) or ability to obtain within 150 days
State IAR registration (S65 or S66) or ability to obtain within 150 days

Preferred

Previous experience in financial services industry strongly preferred
Knowledge of financial planning principles and process, as well as knowledge of advisor practice management processes and systems
Ability to influence advisor and field leader behavior
Analytical and conceptual thinking required to assist advisors, which may be subject to individual case analysis
Strong written and verbal communication skills, including a demonstrated ability to interact effectively with all levels of the organization
Demonstrated ability working in a fast-paced environment, and previous experience successfully managing multiple competing priorities
Strong attention to detail
Previous experience working collaboratively with a wide variety of partners
Strong communication, coaching, training and general presentation skills
Ability to coach advisors on the compliant application of financial planning tools as an integral part of an advice-based practice
Ability to collaborate, develop and maintain relationships, and influence field sales leaders and advisors to drive results

Benefits

Vacation time
Sick time
401(k)
Health, dental and life insurances

Company

Ameriprise Financial Services, LLC

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At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.

Funding

Current Stage
Late Stage

Leadership Team

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Angela Grabovsky, CFP®, CRPC®, MBA, APMA®
Private Wealth Advisor, Chief Executive Officer
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Anthony C. Barone
Chief Executive Officer,Financial Advisor- The Barone Financial Consulting Group
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Company data provided by crunchbase