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Regional Vice President (IAD) - N. CA Job
Job Number:
25775156
Company Name:
Ameriprise
Job Location:
US
Job Category:
Sales & Sales Management
Regional Vice President (IAD) - N. CA Job
Job Description
Available Openings:
1
Job Title:
Regional Vice President (IAD) - N. CA
Job ID:
80404
Virtual
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
The Regional Vice President is a field based external wholesaler position that generates and maintains sales of separate accounts and mutual funds for major wirehouse firms, banks and independents. The RVP will perform as part of a team which includes an internal wholesaler (Regional Sales Director - RSD), with a primary responsibility of driving Columbia Management product sales.
Territory coverage includes: Northern CA
Main Job Duties/Responsibilities Drive sales by developing, maintaining, and deepening relationships with new and existing advisors; influences advisor choices using a consultative sales process and other performance improvement systems (ex. Fusion, Quality Sales Call, etc.) Identifies client needs and provides investment and business solutions to the financial advisor. Conducts sales or product training meetings and public seminars for financial advisors. Makes joint sales presentations to existing and prospective clients. Partners with internal wholesaler to develop a business plan, manage the territory, and drive regional sales goals and objectives Demonstrate an understanding of Columbia Management products, including features and benefits; sells solutions provided by Columbia Management to solve advisor needs Builds and maintains relationships with internal and external business partners (marketing, senior leaders, field leaders) Consults in the areas of portfolio building and practice management. Travel within territory to conduct one-on-one advisor sales calls, conduct client events, and to deliver group presentations, including continuing education/training Manage and develop systems to create efficiencies (scheduling/rotations, meeting preparation & follow-up, recognizing advisor sales, budget management, etc.) Prioritize and manage daily, weekly, and monthly workload Complete required coursework in order to maintain compliance with state and federal regulations and licensure
Qualifications
5+ years of industry experience in mutual funds and separate accounts 3+ years of demonstrated wholesaling experience directly selling to financial advisors with proven track record FINRA registrations, series 7 and 66 required within specified time frames. Ability to travel (75 80%) Bachelors degree or equivalent experience required. Advanced degree (MBA) and or CIMA or CFP desired Experience working with consultative sales process Excellent interpersonal, presentation and problem solving skills In depth working knowledge and experience with mutual funds and separate accounts. Strong presentation and sales skills. Self driven - able to manage territory budget and to operate autonomously. Separate managed accounts experience required. Established relationships in the financial institution community. Significant travel required, some weekend meetings. Participation on all scheduled conferences in and out of the territory.
Candidates should possess a demonstrated record of achievement, a capacity for differentiated thinking, a strong work ethic, and excellent communication skills. Self-motivation, creativity and leadership ability are essential characteristics, as is high energy, the ability to work within a team environment and a willingness to travel.
