Ameriprise Financial is looking to drive sales by developing, implementing, and measuring sales strategies and event content, and supporting key business initiatives that engage advisors and field leaders.
Requirements
- Series 7 (or ability to obtain within 90 days of hire, if multiple exams are required, an additional 90-day window will be added after successfully passing each exam)
- Series 24 (or ability to obtain within 90 days of hire, if multiple exams are required, an additional 90-day window will be added after successfully passing each exam)
- Experience with Ameriprise Financial product suite
- Knowledge of the Ameriprise field structure
- Experience working with a sales organization
- Ability to think strategically, coach and influence people at all levels of the organization
- Strong project management skills with demonstrated ability to manage multiple priorities and deadlines
Responsibilities
- Lead team responsible for managing sales consultant support and implementation of key Wealth Management Solutions (WMS) messages, campaigns, programs and product launches by collaborating with sales partners and department team members for results-driven activities - including conference calls and in-person meetings.
- Oversee the creation and ensure updates of sales strategy materials, including writing product specific sales strategy materials and developing key messages. Ensure compliance approvals obtained as needed.
- Oversee the design, development and implementation plan for the sales organization related to complex product marketing programs/initiatives.
- Provide ongoing support to sales organization by supporting team with the day-to-day duties of providing updates at meetings and responding to email and phone requests.
- Oversee the development and implementation of virtual and in person events, partnering with meeting management and The Personal Advisors Group (TPAG) resources.
- Set strategy and execute on tactics to drive advisor and sales consultant engagement and uptake of programs, campaigns, events and initiatives.
- Provide recommendations for program improvements and oversee execution.
Other
- 10+ years' experience in sales strategy or marketing position
- Bachelor's degree or equivalent
- Excellent written and verbal communication skills
- Proven ability to work with cross-functional teams
- Ability to translate complex concepts into easy-to-understand language
