Regional Sales Director

Ameriprise Financial Services, LLC

. Lead sales efforts primarily through net flows .

Posted 9/17/2026full-timeRemote • Florida • United StatesLead💰 $114,500 - $157,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong leadership in sales strategy execution, with a focus on advisor engagement and client relationship management. Proficient in analyzing data trends and developing actionable solutions within the Wealth Management sector.

Highest-signal resume keywords

FINRA Series 7State Securities License (S63 or S66)State IAR License (S65 or S66)Sales ExperienceWealth Management Expertise

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Opportunity AnalysisData AnalysisClient Case AnalysisAdvisor TargetingExecution Discipline

Soft Skills

Excellent Communication SkillsEmotional CompetenceResilienceMotivational LeadershipPositivity

Tools & Technologies

Corporate CommunicationsVirtual Interaction Platforms

Certifications & Qualifications

Bachelor’s DegreeFINRA Series 7State Securities License (S63 or S66)State IAR License (S65 or S66)

Industry Keywords

Wealth ManagementRisk ManagementAdvisor EngagementField LeadershipClient Meetings

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
Drive advisor net flows through virtual interactions
Convey key messaging through defined visits and advisor meetings
Execute the region plan and support advisors and field leaders
Partner with field leaders, advisors, wholesalers, product partners, corporate communications, WMS, RiverSource, Columbia Threadneedle Investments third-party wholesalers, and other critical groups
Translate national call messaging into regional needs and priorities
Support creation of the region plan in alignment with the national plan
Ensure field leaders and key stakeholders understand the 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 and advisor meetings when appropriate, engaging product experts and other resources

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
Ability to identify data trends and develop and articulate solutions to solve gaps in the plan
Demonstrated ability to lead and motivate advisors, leaders, and field staff
FINRA Series 7
State securities license (S63 or S66)
State IAR license (S65 or S66)
Ability to travel 25%
Excellent written and verbal communication skills
Executive presence and ability to answer questions spontaneously
Emotional competence, resilience, execution discipline, and positivity
Familiarity and some expertise with Wealth Management and Risk
Sales experience and coaching skills
Valid U.S. work authorization that does not now or in the future require visa sponsorship

Benefits

Comp & perks

Variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role
Competitive and comprehensive benefits program
Vacation time
Sick time
401(k)
Health insurance
Dental insurance
Life insurance
Remote work arrangement
Equal opportunity and inclusive recruitment process
Reasonable accommodations for individuals with disabilities during recruitment