Minneapolis, Minnesota, United States · Hybrid
$87k–$120k/yr
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 year-end 2024. Our team of 22,000 people across 19 countries, s…
Skills: Financial sales, Financial wholesaling, Structured products, Alternative investments, Sales strategy
Minneapolis, Minnesota, United States · Hybrid
$62k–$86k/yr
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 year-end 2024. Our team of 22,000 people across 19 countries, s…
Skills: Financial sales, Wealth management, Consultation skills, Product expertise, Sales strategies
Minneapolis, Minnesota, United States · Hybrid
$107k–$147k/yr
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 year-end 2024. Our team of 22,000 people across 19 countries, s…
Skills: Consultative Selling, Relationship Management, Financial Planning, Product Positioning, Competitive Analysis
Minneapolis, Minnesota, United States · Hybrid
$118k–$207k/yr
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 year-end 2024. Our team of 22,000 people across 19 countries, s…
Skills: Deferred compensation, Long term incentive awards, 409A compliance, Strategic leadership, Vendor management
Minneapolis, Minnesota, United States · Remote OK
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 year-end 2024. Our team of 22,000 people across 19 countries, s…
Skills: Consultative Sales, Relationship Management, Outbound Sales Calls, Financial Planning, Insurance Product Knowledge
Deerfield, Illinois, United States · Hybrid
$53k–$71k/yr
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 year-end 2024. Our team of 22,000 people across 19 countries, s…
Skills: Administrative Support, Practice Management, Client Relationship Management, Reception, Scheduling
Portland, Oregon, United States · Hybrid
$100k–$120k/yr
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 year-end 2024. Our team of 22,000 people across 19 countries, s…
Skills: P&L Management, Strategic Planning, Advisor Recruitment, Client Acquisition, Leadership
Minneapolis, Minnesota, United States · Remote OK
About Our Company Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses. We're intentionally built to help you succeed. Our reach is expansive with a Columb…
Skills: Mutual Fund Wholesaling, Separate Account Wholesaling, Consultative Sales, Relationship Management, Portfolio Building
Minneapolis, Minnesota, United States · Hybrid
$82k–$112k/yr
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 year-end 2024. Our team of 22,000 people across 19 countries, s…
Skills: Compensation Administration, Data Validation, Microsoft Excel, Incentive Administration, Audit Support
Noida, Uttar Pradesh, India · Hybrid
About Our Company Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financia…
Skills: VAT Compliance, GST Compliance, International Indirect Tax, Tax Accounting, Workday
Hyderabad, Telangana, India · Hybrid
About Our Company Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financia…
Skills: Network Engineering, Security Architecture, Firewalls, Palo Alto, Cisco
Gurugram, Haryana, India · Hybrid
About Our Company Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financia…
Skills: Corporate Actions Processing, Asset Management, Aladdin, Financial Securities Analysis, Risk Mitigation
Gurugram, Haryana, India · Hybrid
About Our Company Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financia…
Skills: ServiceNow Enterprise Architecture, Application Portfolio Management, Common Service Data Model, CMDB, ITSM
Minneapolis, Minnesota, United States · On-site
$67k–$92k/yr
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 year-end 2024. Our team of 22,000 people across 19 countries, s…
Skills: Tax Reporting, Cost Basis, Withholding Reconciliation, Microsoft Excel, Customer Service
Minneapolis, Minnesota, United States · Hybrid
$140k–$193k/yr
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 year-end 2024. Our team of 22,000 people across 19 countries, s…
Skills: Corporate Strategy, Mergers and Acquisitions, Business Development, Financial Analysis, Problem Solving
Boston, Massachusetts, United States · Hybrid
$172k–$236k/yr
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 year-end 2024. Our team of 22,000 people across 19 countries, s…
Skills: Enterprise Architecture, Cloud Transformation, Applied AI, ServiceNow, Workday
Minneapolis, Minnesota, United States · Hybrid
$71k–$98k/yr
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 year-end 2024. Our team of 22,000 people across 19 countries, s…
Skills: Investment Accounting, Derivative Accounting, GAAP, Statutory Accounting, General Ledger
Noida, Uttar Pradesh, India · Hybrid
About Our Company Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financia…
Skills: Vulnerability Management, Endpoint Engineering, Tenable/Nessus, Microsoft Intune, PowerShell Scripting
Boston, Massachusetts, United States · Hybrid
$56k–$99k/yr
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 year-end 2024. Our team of 22,000 people across 19 countries, s…
Skills: IT Auditing, Risk Management, SOX Compliance, MAR Compliance, FDICIA Compliance
Boston, Massachusetts, United States · Hybrid
$125k–$140k/yr
About Our Company Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses. We're intentionally built to help you succeed. Our reach is expansive with a Columb…
Skills: Quantitative Research, Statistical Modeling, Econometric Analysis, Machine Learning, Python
Minneapolis, Minnesota, United States • Hybrid
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The Sales Specialist will educate advisors and promote structured products and alternative investments through inbound and outbound calls. They will also collaborate with internal partners and field leaders to execute sales strategies and support advisor needs.
Candidates must have at least 5 years of experience in financial services, sales, or wholesaling, along with a bachelor's degree. Required certifications include an active Series 7, and the ability to obtain Series 63/66 and Series 65/66 registrations.
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves 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.
Proactively conduct outbound calls to advisors in assigned region
Ensure a high level of advisor satisfaction by responding to inbound calls and emails from advisors to provide technical expertise on sales strategies, product rules/regulations, and solutions to drive sales
Maintain strong working relationships with product partners and other company stakeholders
Accurately track all activity in Salesforce.com and track/submit all business expenses in Concur Expense Management system
Provide support and participate in advisor/client presentations and field facing events as required
In partnership with external consultants, travel within region as required to participate in one-on-one advisor sales calls, client events, and/or to deliver group presentations
Partner with subject matter experts across the firm and outside of the firm to continually improve the quality of advice being given to advisors
This includes supporting development of new strategies and on-going maintenance of existing processes, tools, and services
5+ years’ experience in financial services industry, financial sales, or financial wholesaling
Bachelor’s degree or equivalent
Active Series 7
Active State securities agent registration (S63 or S66) or ability to obtain within 120 days
Active State IAR registration (S65 or S66) or ability to obtain within 120 days
Ability to travel up to 25%
Experience with Structured Products and/or Alternative Investments
Financial industry experience, preferably in sales and/or wholesaling
Ability to articulate complex information in a clear and concise manner, excellent telephone communication, and presentation skills
Proven ability to establish rapport and credibility quickly
Demonstrated sales and coaching experience
Solid presentation skills for use in one-on-one as well as infrequent large group settings
Ability to work in a sales-oriented team environment
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Line of Business
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors*, we have the expertise to serve the full range of individual and institutional investors' financial needs. Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states. Certain hyperlinks within Ameriprise Financial web sites or social media content may hyperlink to third-party content which we believe to be reliable however, we cannot guarantee its accuracy or completeness. For this reason, we do not endorse any linked third-party content, advertising, advice, opinions, recommendations, or other information; it's merely intended to be provided as a general source of information and is not a solicitation to buy or sell any securities, accounts, or strategies. In addition, any linked third-party content should not be used as the sole basis for any investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please seek the advice of a financial advisor regarding your particular financial situation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. For additional important disclosures on engagement rules, linking to third party content or other risks, please visit: www.ameriprise.com/social *Ameriprise Financial Q1 2024 Earnings Release.
Offices: 707 2nd Ave S, Minneapolis, MN 55402, US
At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors*, we have the expertise to serve the full range of individual and institutional investors' financial needs. Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states. Certain hyperlinks within Ameriprise Financial web sites or social media content may hyperlink to third-party content which we believe to be reliable however, we cannot guarantee its accuracy or completeness. For this reason, we do not endorse any linked third-party content, advertising, advice, opinions, recommendations, or other information; it's merely intended to be provided as a general source of information and is not a solicitation to buy or sell any securities, accounts, or strategies. In addition, any linked third-party content should not be used as the sole basis for any investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please seek the advice of a financial advisor regarding your particular financial situation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. For additional important disclosures on engagement rules, linking to third party content or other risks, please visit: www.ameriprise.com/social *Ameriprise Financial Q1 2024 Earnings Release.
Offices: 707 2nd Ave S, Minneapolis, MN 55402, US
