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Ameriprise Financial Services, LLC · 6 hours ago

Sales Specialist, Separately Managed Accounts

New York, New York

Full-time

Onsite

Mid Level

$100K/yr - $125K/yr

Ameriprise Financial Services, LLC is a diversified financial services leader with over $1.5 trillion in assets. They are seeking two Sales Specialists for Separately Managed Accounts to partner with financial advisors and drive sales through effective strategies and product knowledge.

CommercialConstructionProperty ManagementReal EstateResidential

Responsibilities

Partner with Intermediary wholesaling team and National Account team to achieve sales goals and objectives through effective territory and resource planning and the use of a consultative sales process and other performance improvement systems. Conference and platform on-boarding travel required in addition to travel with regional advisor consultants in territory. Travel required: 10-20% of time

Partner with portfolio management team and regional advisor consultants in delivering high touch service model in the sales, account opening, maintenance and performance review process

Maintain and leverage a deep understanding of all accounts/distributors, including specific rules of engagement for distributors. Identify client needs and provide investment and business solutions to the financial advisor

Qualification

Sales experience with SMAsTax-loss harvestingCross channel consultative salesCIMA certificationCFA certification

Preferred

Previous sales experience with SMAs particularly direct indexing

Knowledge of tax-loss harvesting platforms and competitors

Competent at cross channel consultative sales conversations

CIMA or CFA

Benefits

Vacation time

Sick time

401(k)

Health, dental and life insurances

Company

Ameriprise Financial Services, LLC

Glassdoor3.8

At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.

Founded in 1990

Vancouver, Washington, USA

5001-10000 employees

https://www.kpsinc.net

Funding

Current Stage

Late Stage

Leadership Team

Angela Grabovsky, CFP®, CRPC®, MBA, APMA®

Private Wealth Advisor, Chief Executive Officer

Anthony C. Barone

Chief Executive Officer,Financial Advisor- The Barone Financial Consulting Group

Recent News

MarketScreener

Dow, S&P 500 post record closing highs; Nasdaq eases with tech

2025-10-03

MarketScreener

Experienced, Female-Led Team With More Than $300 Million in Assets Joins Ameriprise Financial for Greater Flexibility, Independence, and Support

2025-10-02

thefly.com

Ameriprise price target raised by $18 at BofA, here's why

2025-10-02

Company data provided by crunchbase