ABDG Regional Sales Director

The Regional Sales Director (RSD) role is responsible for leading sales efforts for the Central Region (UT, CO, NE, KS, MO, IA, IL) primarily through net flows, conducting sales opportunity analysis, driving advisor targeting and engagement, directing product SMEs, directing internal and external wholesaling activities. The position is a key strategic partner for field leaders, advisors, wholesalers and product partners in the region.

If you are not located close to a physical office, remote work is considered for qualified candidates, preferably in the Central Region of Utah, Colorado, Nebraska, Kansas, Missouri, Iowa or Illinois.

Key Responsibilities

• 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).

Required Qualifications

• Bachelor's degree or equivalent experience
• 7+ years of relevant work experience
• 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%)

Preferred Qualifications

• Experience participating in client meetings supporting / facilitating the discussion and client case analysis.
• Analysis - ability to review, analyze, gather data. Can identify data trends and develop and articulate solutions to solve for gaps in plan.
• Leadership - demonstrated ability to lead and motivate advisors, leaders and field staff - engages with influence to support territory goals.
• Excellent communication skills - written speaking clearly and in a compelling manner in front of small and large audiences.
• Executive presence - conveys a meaningful message with confidence and assertion …