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For your reference, we have included the original job posting below.
Regional Sales Director, Investment Only-401K
Job Number:
25704875
Company Name:
Ameriprise
Job Location:
Boston, MA US
Job Category:
Sales & Sales Management
Regional Sales Director, Investment Only-401K
Job Description
Available Openings:
1
Job Title:
Regional Sales Director, Investment Only-401K
Job ID:
80382
Boston, MA
Location:
Business Unit:
RiverSource Distributors
Full/Part Time:
Full-Time
Eligible for Relocation:
N
Regular/Temporary:
Regular
Travel Percentage:
None
License:
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About Ameriprise
You give more, you want more
You've worked hard and now you're looking for a career that's as rewarding as it is challenging. Ameriprise Financial is a great place to find just that. With our corporate headquarters in Minneapolis and offices nationwide, we're America's largest financial planning company yet we're also a supportive nationwide family of financial professionals. We're proud to be ranked as one of the "Best Places to Launch a Career" by BusinessWeek magazine.
You provide the initiative; we provide the support to help you succeed. Thrive in our diverse and inclusive environment with award-winning training, career development and 360 support guided by accessible leaders. If you're talented, driven, and ready to join a team of professionals who work every day to help their clients plan for and achieve their dreams, you're ready for a career at Ameriprise Financial.
On May 1, 2010, Ameriprise Financial closed on the transaction to acquire the long-term asset management business of Columbia Management from the Bank of America. The combined U.S. Asset Management business has approximately $435 billion in managed assets, and it will rank as the eight-largest manager of long-term mutual funds in the U.S. With the acquisition, Ameriprise has approximately $652 billion in total owned, managed and administered assets.
As a result, our U.S. Asset Management business will operate in multiple locations primarily in Boston and Minneapolis, and will operate under the well-established Columbia Management brand.
Ameriprise Financial is an equal opportunity employer.
Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at as of Dec. 31, 2008, and the number of CFP professionals documented by the Certified Financial Planner Board of Standards, Inc. BusinessWeek magazine, September 4, 2008. DALBAR Financial Intermediary Post-Sale Service Award 2007.
Responsibilities
Columbia Management is looking for an Internal Investment-Only Regional Sales Director (RSD) to promote Columbia Management's mutual funds across 3rd party retirement plan platforms. The Investment Only RSD is a business professional with strong relationship building skills, product knowledge and sales experience. In this role, you will partner with an external wholesaler to drive mutual fund sales through DCIO intermediaries. This position is based in Boston, MA.
Responsibilities Make proactive telephone calls to an assigned territory; Answer and convert inbound calls from the territory into additional opportunities to drive sales. Drive sales by developing, maintaining, and deepening relationships with new and existing financial FAs (Financial Advisors); influence FAs choices using a consultative sales process and other performance improvement systems (ex. Fusion, Quality Sales Call, etc.) Maintain strong relationships with top DC producing intermediaries in the territory. Identify and develop productive relationships with distribution partners field sales force. Educate, train and partner with Columbia retail wholesalers on retirement related initiatives. Develop and maintain a database of DC intermediaries opportunities and prospective clients. Sell/market investment-only solutions and provide value added programs to our valued partners, clients and prospects. Partner with RVP to develop a business plan, manage a territory, and drive to regional goals and objectives. Maintain and leverage a deep understanding of all accounts/distributors, including specific rules of engagement for distributors. Demonstrate an understanding of the product portfolio features and benefits; Sells solutions provided by the products. Research and communicate industry changes and trends that may impact company or product positioning, with both internal and external customers. Complete required coursework in order to maintain compliance with state and federal regulations and licensure.
Qualifications
3+ years experience in financial services industry, financial sales or financial wholesaling. Series 7, 66 required Proven ability to build strong relationships. Strong knowledge of competitive landscape within the retirement industry Strong team player Proven consultative selling skills Effective communication skills including a history of public speaking Bachelors degree or equivalent experience
