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, 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. Job Description The Advisory Consulting Manager is an internal sales position with the primary responsibility of using technical platform and sales expertise to increase sales and net flows into our advisory programs. In this role, you will work with advisors and key staff members on developing investment strategies, advising on product rules/regulations, and consulting on appropriate solutions via outbound calls to Ameriprise advisors. In addition, you will assist and support territory business planning, sales campaigns, EAR VIP Events, field leader initiatives, and other ad-hoc items as needed to support the region. Responsibilities: 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 advisory sales Maintain strong working relationships with product partners, Investment Research Group (IRG), and regional team. This role will also work closely with the other internal sales desks and internal business partners to support client/advisor needs Accurately track all activity in Salesforce.com and track/submit all business expenses in Concur Expense Management system Utilize Microsoft Teams for advisor sales interactions Provide support and participate in advisor/client presentations and field facing events as required In partnership with Wealth Management Solutions (WMS) Regional Vice President (RVP), travel within region as required to participate in one-on-one advisor sales calls, client events, and/or to deliver group presentations Complete required coursework to maintain compliance with state and federal regulations and licenses Required Qualifications 5+ years’ experience in financial services industry, financial sales, or financial wholesaling Bachelor’s Degree or equivalent in a related field Active Series 7 and Series 63 & 65 (or Series 66) or the ability to obtain within 120 days Overnight travel required up to 25% Preferred Qualifications Deep understanding of advisory platform: (i.e. Active Portfolios, Signature Wealth, SPS Advantage, SPS Advisor, Separate Accounts, Strategist UMA, etc.) CFP, CRPC, APMA, ChFC designations preferred (or strong desire to achieve) Experience as a financial planner, financial advisor, or investment broker Experience with Ameriprise Financial product suite Knowledge of the Ameriprise field structure Proven ability to establish rapport and credibility quickly Demonstrated sales and coaching experience and understanding of the wholesaling process Must be open to Quality Sales Call coaching Independent self-starter with strong teamwork orientation and relationship skills Excellent communication and influencing skills Strong organizational skills and ability to manage multiple priorities Strong presentation skills using MS Teams Must have a clean compliance record Visa Sponsorship 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). In-Office Collaboration 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. Base Pay Salary The estimated base salary for this role is $87,400 - $120,200 / 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/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Sales Line of Business FPPS Wealth Management Solutions 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. Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years. Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long-term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation. For you, that means the opportunity to build a meaningful career in a high-performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact. As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers: Ameriprise Financial: Financial planning, advice and wealth management. Columbia Threadneedle Investments: Global asset management serving individual, institutional and corporate clients. RiverSource Insurance & Annuities: Products and solutions designed to help clients protect and grow their wealth. Explore opportunities within each business and region below. Ameriprise US | Careers Ameriprise India | Careers Columbia Threadneedle Investments US | Careers Columbia Threadneedle Investments EMEA APAC | Careers RiverSource | Careers Can I check the status of my application? Yes, you can check the status of your submitted application. To do so, you will need to log into the Candidate Homepage with your username and password. What information is required to apply for a job? Requirements vary by position, state and/or region. Be prepared to provide work history, resume, and contact information at a minimum.

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