ABDG Regional Sales Director - AFG

About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

Key Responsibilities

Revenue Growth & Business Development

• Drive post-transition revenue growth, GDC production, and asset accumulation for EAR advisors.
• Partner with advisors to establish and execute 12-month growth plans focused on revenue recovery and acceleration.
• Monitor advisor progress against pre-transition production benchmarks and growth targets.
• Identify opportunities to increase client acquisition, deepen client relationships, and expand wallet share.
• Support advisors in implementing proven business development and client acquisition strategies.

Book of Business Analysis & Opportunity Identification

• Conduct comprehensive book-of-business reviews to uncover opportunities for: New assets under management Net flows Client acquisition Cross-sell and advice opportunities Client retention and consolidation Fee-based asset growth
• Analyze client segmentation, revenue concentration, and advisor pipelines to prioritize growth opportunities.
• Develop actionable recommendations and business plans based on advisor opportunity analysis.
• Utilize performance reporting and business intelligence tools to identify trends and areas of opportunity.

Advisor Coaching & Consultation

• Deliver one-on-one coaching, practice consultations, and structured growth planning sessions.
• Guide advisors in building scalable business processes, client service models, and prospecting disciplines.
• Help advisors establish consistent execution routines that lead to sustainable growth.
• Facilitate accountability discussions focused on activity, pipeline development, and business results.
• Coach advisors to effectively utilize Ameriprise resources, technology, and growth programs.

EAR Ramp Up Program Execution

• Lead advisor participation in the EAR Ramp Up program and related growth initiatives.
• Coordinate coaching strategies with field leaders, lead advisors, and business partners.
• Monitor participation, engagement, and performance outcomes throughout the advisor's ramp-up period.
• Support successful transitions from onboarding and ramp-up into long-term growth programs.
• Share best practices and success stories across cohorts to accelerate advisor development.

Partner & Field Leader Collaboration

• Collaborate with Franchise Field Partners, Complex Directors, and Lead Advisors to support advisor growth.
• Partner with Wealth Management, RiverSource, and other product specialists to identify growth opportunities.
• Conduct regular business reviews with field leaders to assess advisor progress and action plans.
• Serve as a trusted consultant on advisor growth strategy and business performance.

Performance Measurement & Accountability

• Track advisor performance against key metrics including: GDC growth Asset gathering Net flows Client acquisition Pipeline activity Book retention
• Maintain scorecards and business reviews to monitor progress and reinforce accountability.
• Provide leadership with regular updates on advisor engagement, growth opportunities, and results.

Success Measures

• The EAR Ramp Up RSD will be evaluated on:
  • Growth in advisor GDC and revenue production.
  • Improvement in assets under management and net flows.
  • Client acquisition and business development outcomes.
  • Book retention and successful advisor transitions.
  • Advisor engagement and completion of ramp-up activities.
  • Identification and execution of actionable growth opportunities through book-of-business consulting.
  • Successful transition of advisors into sustainable long-term growth programs.

This RSD role is less as a traditional coach and more as a post-transition growth consultant responsible for revenue recovery, GDC acceleration, new asset gathering, and book-of-business optimization, which aligns with the intent of the EAR Ramp Up program

Required Qualifications

• Bachelors degree or equivalent experience
• 7+ years of relevant work experience
• Experience participating in client meetings supporting / facilitating the discussion and client case analysis
• Analysis - ability to review, analyze, gather data. Can identify data trends and develop and articulate solutions to solve for gaps in plan
• Leadership - demonstrated ability to lead and motivate advisors, leaders and field staff - engages with influence to support territory goals
• FINRA Series 7 or ability to obtain within 90 days
• Active State securities agent registration (S63 or S66) or ability to obtain within 90 days
• Active State IAR (S65 or S66) ability to obtain within 90 days
• Ability to travel 25%

Preferred Qualifications

• Excellent communication skills - written, speaking clearly and in a compelling manner in front of small and large audiences
• Executive presence - convey a meaningful message with confidence and assertion while able to answer questions on the fly
• Emotional competence - ability to be resilient in difficult situations, discipline in execution and positivity
• Product knowledge - familiarity and some expertise with Wealth Management and Risk
• Sales experience and Coaching Skills - able to engage and teach advisors while demonstrating accountability for results

Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

Remote Work

This position is remote.  Any expectations for travel or in-person collaboration will be discussed during the hiring process.  This position is eligible for remote work in these locations: Any US location

Base Pay Salary

Full-Time/Part-Time

Exempt/Non-Exempt

Job Family Group

Line of Business  

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.