Drive advisor net flows through virtual interactions with advisors
Ensure that key messaging is conveyed through defined visits and advisor meetings
The RSD is responsible for execution of region plan, advisor support, and field leader support
Key strategic partner for field leaders, advisors, wholesalers and product partners in the region
Partner with key support and resources including corporate communications, WMS, RiverSource, Columbia Threadneedle Investments third party wholesalers and other critical groups
Translate national call message, make connections to regional needs / priorities, partner effectively with field leaders, advisors and field staff
Support the creation of the region plan in alignment with the national plan and ensure understanding of the plan by field leaders and other key stakeholders
Involved with segmentation and region engagement planning, e.g. coaching programs
Engage Experienced Advisor Recruits (EAR) and field leaders in financial advice through Confident Retirement conversations and client case analysis
Engage virtually in client /advisor meetings where appropriate (while engaging other possible resources such as product experts)

Bachelors degree or equivalent experience
7+ years of relevant work experience
Experience participating in client meetings supporting / facilitating the discussion and client case analysis
Analysis
ability to review, analyze, gather data
Leadership
demonstrated ability to lead and motivate advisors, leaders and field staff
engages with influence to support territory goals
FINRA Series 7 (or willing to obtain within 90 days)
State securities (S63 or S66) (or willing to obtain within 90 days)
State IAR (S65 or S66) (or willing to obtain within 90 days)
Ability to travel (25%)

Regional Sales Director – Advisor Business Development Group

Key skills