Director, Sales Consulting

Ameriprise Financial Services, LLC

. Drive growth and adoption of Ameriprise Bank banking and cash solutions across an assigned territory .

Posted 9/18/2026full-timeRemote • United StatesLead💰 $150,000 - $200,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in driving sales growth and adoption of banking and cash solutions, leveraging deep knowledge of financial products and advisor business models. Proficient in consultative sales methodologies and maintaining regulatory compliance while effectively managing relationships with advisors.

Highest-signal resume keywords

10+ Years Experience In Financial ServicesExpertise Selling Deposit And Lending ProductsActive Series 7 LicenseProficiency In Microsoft Office And SalesforceConsultative Sales Methodologies

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Strategy DevelopmentBanking Solutions KnowledgeInvestment Products KnowledgeFinancial Solutions ExpertiseRegulatory Compliance ManagementSales AnalyticsAdvisor Needs AssessmentProduct Adoption StrategiesPresentation SkillsProblem-Solving Skills

Soft Skills

Excellent CommunicationInterpersonal SkillsAbility To Influence StakeholdersMotivational SkillsAdaptability In Fast-Paced Environments

Tools & Technologies

Customer Relationship Management SystemsSalesforceProprietary ToolsMicrosoft Office Applications

Certifications & Qualifications

Active State Securities Agent Registration (S63 or S66)Active State IAR Registration (S65 or S66)

Industry Keywords

Financial ServicesBanking SolutionsCash ManagementAdvisor Business ModelsDeposit ProductsLending ProductsSecurities-Based LendingHome Lending SolutionsCredit Card ProductsConsultative Sales

About the role

Key responsibilities & impact

Drive growth and adoption of Ameriprise Bank banking and cash solutions across an assigned territory
Build and execute a territory sales strategy
Develop and maintain relationships with new and existing advisors through one-on-one meetings, educational sessions, client events, and presentations
Identify advisor needs, recommend banking and cash management solutions, and drive product adoption
Collaborate with product, marketing, field leadership, and other business partners
Communicate market insights, industry trends, and competitive developments
Travel throughout the territory for advisor meetings, training programs, client events, and national, regional, and industry events
Leverage proprietary tools, customer relationship management platforms, and sales analytics to identify opportunities and enhance sales effectiveness
Manage schedules, meeting preparation, follow-up activities, budget oversight, and advisor recognition initiatives
Maintain required licenses, registrations, and regulatory compliance through applicable training and continuing education

Requirements

What you’ll need

10+ years of experience in the financial services industry in a sales-focused role
Deep knowledge of advisor business models, investment products, and financial solutions
Expertise selling deposit and lending products, including checking and savings accounts, home lending solutions, securities-based lending, and credit card products
Active 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 registration (S65 or S66) or ability to obtain within 90 days
Ability to travel a minimum of 50%
Must reside within the assigned region
Proficiency in Microsoft Office applications and customer relationship management systems such as Salesforce
Ability to learn and position proprietary products and solutions
Experience applying consultative sales methodologies
Excellent communication, presentation, interpersonal, and problem-solving skills
Ability to speak to large audiences and influence and motivate diverse stakeholders
Ability to succeed in a fast-paced, highly matrixed environment while managing competing priorities and delivering results

Benefits

Comp & perks

Vacation time
Sick time
401(k)
Health insurance
Dental insurance
Life insurance
Variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role
Remote work eligibility
Equal opportunity and inclusive, accessible recruitment process