RVP Wealth Management - Pacific West
Core
Drive wealth management product growth across the Pacific West by partnering with advisors to expand awareness, adoption, and sales of solutions.
Role type
Senior sales consultant (wealth management solutions)
Builds
Wealth management product adoption and sales
Domain
Financial services / Wealth Management
Deliverable
product features
Required skills
consultative sales, relationship management, market insight, thought leadership, CRM tools, sales analytics, territory operations
Preferred skills
CFP/ChFC/CRPC/CEBS/RICP designations, Microsoft Office proficiency, knowledge of Ameriprise business units
Technologies
CRM platforms, sales analytics tools
Responsibilities
Develop relationships with advisors via meetings and events, influence product selection, execute territory business plans, monitor industry trends, travel for training and events, manage territory operations and budgets
Seniority
Senior, hands-on IC