Ameriprise Financial is looking to drive sales for its Banking & Cash Solutions (BCS) and Wealth Management Solutions (WMS) by developing and implementing effective sales strategies, coaching sales teams, and launching new initiatives.
Requirements
- 5+ years’ experience in investments, marketing, or sales strategy position
- Strong knowledge of investments and/or financial products and services
- Experience working with a sales organization
- Robust knowledge and experience working with Microsoft Office products (e.g., PowerPoint, Word, Excel)
- Strong, demonstrated writing skills - including content research and audience strategies
Responsibilities
- Manage BCS 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.
- Build and update sales strategy materials, including developing key messaging and presentations.
- Design, develop, and execute implementation plan for the sales organization related to complex product marketing programs/initiatives.
- Provide ongoing support to sales organization through day-to-day duties of providing updates at meetings and responding to email and phone requests.
- Determine and implement the best ways to drive advisor and BCS sales consultant engagement of WMS campaigns, products, and initiatives.
- Coordinate field event logistics working with internal and contract resources, including, compliance review, registration process, exception approval, AV, content production, secure presenters, hotel logistics and post conference communications.
- Track program participation and results and provide recommendations for improvement
Other
- Build relationships with cross-functional teams across the organization to ensure alignment and integration.
- Exceptional communications, project management and organizational skills
- Ability to work as a leader within teams to motivate collaboratively influence others
- Must be a self-starter, solution-focused and have ability to work independently
- Proven ability to prioritize, coupled with strong attention to detail in a fast-paced environment
