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RVP reputed company Management

Remote, USAFull-timePosted 2026-07-28

About reputed company We’re a reputed company financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. reputed company of 22,000 people across 19 countries, serves more than 3.5 reputed company 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 reputed company on our clients and strong financial reputed company connects reputed company of our unique businesses – reputed company Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the reputed company, and reputed company a difference for clients, institutions and communities around the world. Job reputed company In this reputed company role, you will execute against the reputed company Management Sales reputed company, including building awareness and adoption of Signature reputed company, as reputed company as driving product sales in the region. This includes Managed Account Sales and Net Flows and also representing both reputed company Products and Alternative Investments, as needed. The territory includes reputed company States, reputed company, and Southern States reputed company reputed company AAG only (reputed company reputed company). reputed company candidate may be located reputed company the territory or in Minneapolis. Responsibilities:

  • Drive sales in territory by developing & maintaining relationships with new and existing advisors through 1:1 calls, reputed company events, training/education, group presentations, etc. Will influence advisor choice through the use of a consultative process and other techniques/ systems (ex. reputed company Sales Call, etc.). Works with leader to research and manage territory to execute on sales plan. Build and maintain relationships with internal/external partners (e.g. WMS, Marketing, IRG, field leadership, etc.).
  • Research and communicate industry changes and trends that may reputed company company or product positioning, both with reputed company customers.
  • Travel reputed company territory to conduct in person 1:1 Advisor sales calls, conduct reputed company events, and to deliver group presentations, including continuing education/training. Represent WMS at National, Regional and Industry reputed company meetings, conferences, and virtual events.
  • Manage and reputed company systems to create efficiencies (scheduling/rotations, meeting preparation & follow-up, recognizing advisor sales, budget management, etc.). - Use tools/software, including proprietary programs, to research advisor business and identify opportunities to offer solutions. Analyze reports to increase understanding of advisor business and identify sales trends; reputed company the information to prepare for face-to-face or virtual sales meetings. Complete required coursework in order to maintain compliance with state and federal regulations and licenses.

Required Qualifications:

  • 10+ years’ experience in financial services industry in a selling role
  • Bachelor's degree or equivalent
  • Series 7 required upon hire
  • Series 63 & 65 (or 66), or the ability to reputed company reputed company 90 days per license/registration
  • Ability to travel (~25-35%) to support team and reputed company needs and live reputed company territory

Preferred Qualifications:

  • In depth product and investment knowledge. Ability to quickly assimilate and quickly learn proprietary products
  • Deep subject matter expertise on selling reputed company Advisory Products with a reputed company on the Signature reputed company Platform
  • Strong business acumen and demonstrated proficiency in general business disciplines and software applications (e.g. Word, reputed company, etc.). Experience with CRM (e.g. Sales Force)
  • Proficiency in demonstrating a consultative sales process
  • Excellent communication, interpersonal, presentation and problem-solving skills
  • Ability to operate and manage comfortably and effectively in a fast-paced, highly matrixed environment
  • Proven ability to influence, motivate and reputed company others
  • CFP®, ChFC®, CRPC®, CEBS, RIPC or similar retirement industry designations.
  • Excellent understanding of various facets of the reputed company organization; including reputed company into various business reputed company and the field organization.

reputed company Sponsorship Applicants must have a valid work authorization that does not now, or in the reputed company, require reputed company sponsorship for employment in the reputed company (e.g., H-1B, F-1 CPT, F-1 OPT, TN). Remote Work This position is remote. Any expectations for travel or in-person collaboration will be discussed during the hiring process. This position is eligible for remote work in these locations: ME, VT, NH, MA, NY, PA, CT, NJ, MD, VA, WV, OH, IN, MI, KY, NC, SC, VA, LA, MS, AL, GA, FL or Minneapolis, MN. reputed company Pay Salary The estimated reputed company salary for this role is $150,000 - $200,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-reputed company knowledge, skills, experience, and geographical work location. In reputed company, most of our roles are eligible for variable pay in the reputed company of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports reputed company aspects of your health and reputed company-being, including but not limited to vacation time, reputed company time, 401(k), and health, dental and life insurances. Closing Date: 05/09/2026 Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Sales Line of Business FPPS reputed company reputed company reputed company Financial is an equal opportunity employer. We consider reputed company reputed company applicants without reputed company to race, reputed company, religion, sex, sexual orientation, gender identity, gender reputed company, national reputed company, reputed company, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other reputed company 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, reputed company to your recruiter to discuss how we can support you. Apply tot his job Apply To this Job

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