Client Relationship Manager Specialist – Local Business Development

The Client Relationship Manager Specialist – Local Business Development is responsible for client acquisition activities to drive local AAC growth and supporting client’s goals through advice relationships via the AAC team framework. Key responsibilities include generating new client acquisition leads, scheduling, and conducting meetings with prospective clients, analyzing the potential client’s investments, goals, existing plan, and provide a recommendation or strategy to solve for client goals. Where applicable, support conversion of advisor’s practice to AAC regional team(s).

Key Responsibilities

• Drive local client acquisition in support of AAC growth. Generate leads through various methods including natural market, referrals, local seminars, workplace partnerships, networking groups and web-based marketing venues with the support of marketing and the advisor team. Individual would schedule and hold meetings with prospects in order understand their financial goals, develop strategies to achieve goals, and ultimately acquire them as clients.
• Support conversion of existing advisor practice to AAC regional team focused on maximizing client retention and delivering a positive onboarding experience to the AAC team.
• Engage in on-going professional development to increase industry, product, sales and servicing skills. Earn and/or maintain FINRA/other licenses and professional designations to support comprehensive advice relationships. Ensure compliance requirements are met; facilitate appropriate business processes and the monitoring of interactions and next steps.

Required Qualifications

• Bachelor's Degree or Equivalent
• 5-7 years of relevant experience
• Previous sales experience and proven ability to generate results.
• Demonstrated ability to generate prospect leads and convert these leads into new clients.
• In depth knowledge of financial products and financial planning.
• Comprehensive understanding of the financial services market, economy, and industry trends.
• Robust consulting, influencing and client engagement skills. High level of confidence, resilience, and desire to achieve.
• Outstanding verbal, written, and listening communication skillset as well as superior customer service skills.
• Demonstrated ability to display and maintain a highly professional demeanor consistent with Ameriprise values and brand.
• Proven ability to work with cross-functional teams.
• FINRA Series 7, 63/65/66 or ability to obtain in 200 days
• Life and Health Insurance and Variable Contracts Licenses

Preferred Qualifications

• Experience with Salesforce.com and Thomson
• Trained in Integrity Selling Sales Model
• CAS, CRPC, CFP, ChFC, RICP certifications preferred

About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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.

The estimated base salary for this role is $80,000 / 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.

Full time

Exempt

Sales

AWMBD Advice and Wealth Mgmt and Business Development