Director, Sales Consulting

Ameriprise Financial Services, LLC

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

Posted 9/22/2026full-timeRemote • Minnesota • United StatesLead💰 $150,000 - $200,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in driving growth and adoption of banking and cash solutions, with a strong focus on relationship management and consultative sales methodologies. Proficient in utilizing CRM systems and sales analytics to enhance sales effectiveness while maintaining regulatory compliance.

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 ExpertiseSales AnalyticsRegulatory ComplianceAdvisor Business ModelsProduct Adoption StrategiesTraining Program FacilitationMarket Insights Communication

Soft Skills

Excellent Communication SkillsPresentation SkillsInterpersonal SkillsProblem-Solving SkillsAbility To Influence Stakeholders

Tools & Technologies

Customer Relationship Management SystemsSalesforceProprietary ToolsMicrosoft Office Applications

Certifications & Qualifications

Active Series 7 LicenseState Securities Agent Registration (S63 or S66)State IAR Registration (S65 or S66)

Industry Keywords

Financial ServicesBanking SolutionsCash ManagementAdvisor RelationshipsClient EventsSales EffectivenessInvestment ProductsLending ProductsDeposit 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 to conduct advisor meetings, facilitate training programs, support client events, and represent the organization at national, regional, and industry events
Use proprietary tools, customer relationship management platforms, and sales analytics to identify opportunities, evaluate advisor practices, 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 minimum of 50% and 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