Regional Sales Manager

Ameriprise Financial Services, LLC

. Engage and coach advisors to grow their businesses organically through net client acquisition, net flows, and practice management techniques .

Posted 11/9/2026full-timeRemote • Minnesota • United StatesMid-LevelSenior💰 $68,700 - $120,600 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in advisor coaching and business growth strategies, with a strong focus on client acquisition and practice management. Proficient in analyzing data to drive sales results and influence behavior change while effectively communicating and collaborating with diverse stakeholders.

Highest-signal resume keywords

Advisor CoachingClient AcquisitionFinancial Planning PrinciplesStrong Communication SkillsData Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningPractice ManagementSales TechniquesBehavior InfluenceGrowth Strategy Development

Soft Skills

CoachingCollaborationPresentation SkillsRelationship BuildingAccountability

Tools & Technologies

Microsoft TeamsData Analysis ToolsLearning Management Systems

Certifications & Qualifications

Series 7S63S66S65IAR Registration

Industry Keywords

Financial ServicesAdvisor Practice ManagementSales/MarketingClient FlowsFast-Paced Environment

About the role

Key responsibilities & impact

Engage and coach advisors to grow their businesses organically through net client acquisition, net flows, and practice management techniques
Partner with field leaders to drive results across assigned geographies or territories through cohorts, learning labs, training, coaching, and proactive advisor contact
Provide proactive support to advisors on growth topics and meet minimum contact service levels through Teams, calls, chats, and other media
Analyze data to identify reasons to contact advisors, drive sales results, and influence behavior change
Build cohorts of advisors focused on client acquisition, net flows, or practice management
Curate content, facilitate peer dialogue, and drive the Four Disciplines of Execution through monthly calls
Engage advisors through business planning, town halls, leader one-on-ones, and other methods
Assess advisor needs and provide personalized growth plans with leading and lagging indicators
Develop technical learning labs and technology-focused growth labs
Develop advisor champions and partner with them to deliver content
Align messages with field leadership and deliver content regionally and nationally
Travel with field leaders and team members to territory and national functions
Serve as a subject matter expert and present to advisor groups virtually or at local leadership functions

Requirements

What you’ll need

3 - 5 years' relevant experience
Bachelor's degree or equivalent
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
Previous experience in financial services industry strongly preferred
Previous sales/marketing experience preferred
Strong written and verbal communication skills, including a demonstrated ability to interact effectively with all levels of the organization
Demonstrated ability working in a fast-paced environment and managing multiple competing priorities
Previous experience working collaboratively with a wide variety of partners
Knowledge of financial planning principles and process, advisor practice management processes and systems
Ability to influence advisor and field leader behavior
Strong communication, coaching, training and general presentation skills
Ability to coach advisors on the compliant application of financial planning tools
Ability to collaborate, develop and maintain relationships, and influence field sales leaders and advisors to drive results
Self-driven and accountable

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
Inclusive and accessible recruitment process
Reasonable accommodation support for individuals with disabilities