The Regional Retirement Consulting Director is responsible for the execution of the external sales strategy in the assigned territory to build awareness of retirement product offerings and drive product sales. This will be accomplished in partnership with a broader sales consulting team that focus solely on Ameriprise advisors. This role will be responsible for building/maintaining relationships across Ameriprise Advisor channels and Field Leadership. Represent the team and present content at in-person meetings, conferences, and virtual events. Territory includes NY, NJ, MD, DE, VA, NC, Central & Eastern PA.

Drive sales in territory by developing, maintaining and deepening relationships with new and existing advisors through 1:1 calls, client events, training and education, group presentations and other selling strategies and tactics. Will influence advisor choice through the use of a consultative sales process and other sales techniques and systems (ex. Quality Sales Call, etc.)

Works with leader to research, analyze, and manage territory and execute on sales plan; leverage resources to achieve/exceed targets

Demonstrate deep understanding of retirement products, including all features and benefits, to educate and sell solutions to solve advisor and client needs

Build and maintain relationships with internal/external partners (e.g. Wealth Management Solutions, Marketing, Investment Research Group, field leadership, etc.)

Research and communicate industry changes and trends that may impact company or product positioning, both with internal and external customers

Manage and develop systems to create efficiencies (scheduling/rotations, meeting preparation & follow-up, recognizing advisor sales, budget management, etc.)

Prioritize and manage daily, weekly, and monthly workload

Use tools/software, including proprietary programs, to research advisor business and identify opportunities to offer solutions

Analyze reports to increase understanding of advisor business and identify sales trends; leverage the information to prepare for face-to-face sales calls. 

Complete required coursework in order to maintain compliance with state and federal regulations and licenses 

Travel within territory to conduct in person 1:1 Advisor sales calls, conduct client events, and to deliver group presentations, including continuing education/training. Represent WMS at National, Regional and Industry related meetings, conferences, and virtual events.

Candidates should reside in New York, NY, Washington DC, or Philadelphia, PA metro areas

Required Qualifications:

10+ years’ experience in financial services industry in a selling role Active Series 7Active State securities agent registration (S63 or S66) or ability to obtain within 90 daysActive State IAR registration (S65 or S66) or ability to obtain within 90 daysAbility to travel (~25%) to support team and client needs and live within territory

Preferred Qualifications:

CFP®, ChFC®, CRPC®, CEBS, RIPC or similar retirement industry designationsIn depth product and investment knowledge. Ability to quickly assimilate and quickly learn proprietary productsDeep subject matter expert on selling retirement product (IRA, 401k, 403b and associated products)Strong business acumen and demonstrated proficiency in general business disciplines and software applications (e.g. Word, Excel, etc.)Experience with CRM (e.g. Sales Force)Experience working with consultative sales processExcellent communication, interpersonal, presentation and problem-solving skillsAbility to operate and manage comfortably and effectively in a fast-paced, highly matrixed environment.  Proven ability to influence, motivate and inspire othersExcellent understanding of various facets of the Ameriprise organization; including insight into various business units and the field organization

About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Base Pay Salary

The estimated base salary for this role is $150,000 - $200,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Closing Date: 03/12/2026

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Sales

Line of Business  

FPPS Wealth Management Solutions