Regional Sales Director

Ameriprise Financial Services, LLC

. Lead sales efforts primarily through net flows .

Posted 10/14/2026full-timeRemote • United StatesLead💰 $114,500 - $157,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong leadership in driving sales efforts and advisor engagement while effectively analyzing data trends to develop strategic solutions. Possesses expertise in Wealth Management and Risk, with a focus on facilitating client meetings and coaching advisors.

Highest-signal resume keywords

Sales ExperienceWealth Management ExpertiseFINRA Series 7State Securities License S63 or S66Client Meeting Facilitation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Opportunity AnalysisData AnalysisAdvisor TargetingClient Case AnalysisSegmentation Planning

Soft Skills

Excellent Communication SkillsEmotional CompetenceResilienceLeadershipCoaching Skills

Tools & Technologies

Corporate CommunicationsWMSRiverSourceColumbia Threadneedle Investments

Certifications & Qualifications

FINRA Series 7State Securities License S63 or S66State IAR License S65 or S66

Industry Keywords

Wealth ManagementRisk ManagementAdvisor EngagementField LeadershipVirtual Interactions

About the role

Key responsibilities & impact

Lead sales efforts primarily through net flows
Conduct sales opportunity analysis
Drive advisor targeting and engagement
Direct product subject-matter experts
Direct internal and external wholesaling activities
Serve as a strategic partner for field leaders, advisors, wholesalers, and regional product partners
Drive advisor net flows through virtual interactions and defined advisor visits and meetings
Execute the region plan and support advisors and field leaders
Partner with corporate communications, WMS, RiverSource, Columbia Threadneedle Investments third-party wholesalers, and other support groups
Translate national call messaging into regional needs and priorities
Support creation and understanding of the regional plan aligned with the national plan
Participate in segmentation and regional engagement planning, including coaching programs
Engage experienced advisor recruits and field leaders in financial advice through Confident Retirement conversations and client case analysis
Participate virtually in client/advisor meetings and engage product experts when appropriate

Requirements

What you’ll need

Bachelor's degree or equivalent experience
7+ years of relevant work experience
Experience participating in client meetings supporting/facilitating discussion and client case analysis
Ability to review, analyze, and gather data; identify data trends; and develop and articulate solutions
Demonstrated ability to lead and motivate advisors, leaders, and field staff
FINRA Series 7, or willingness to obtain within 90 days
State securities license S63 or S66, or willingness to obtain within 90 days
State IAR license S65 or S66, or willingness to obtain within 90 days
Ability to travel 25%
Excellent written and verbal communication skills
Executive presence
Emotional competence and resilience in difficult situations
Familiarity and some expertise with Wealth Management and Risk
Sales experience and coaching skills
Valid U.S. work authorization without current or future visa sponsorship requirement

Benefits

Comp & perks

Bonus, commissions, and/or long-term incentives depending on the role
Vacation time
Sick time
401(k)
Health insurance
Dental insurance
Life insurance
Reasonable accommodation support during recruitment and interviews