Regional Retirement Consulting Director
Location
Arizona + 3 moreAll locations: Arizona | California | Minnesota | Texas
Posted
1 day ago
Salary
$150K - $200K / year
Seniority
Lead
Job Description
Regional Retirement Consulting Director
Ameriprise Financial Services, LLC
• Drive sales in territory by developing, maintaining and deepening relationships with new and existing advisors through 1:1 calls, client events, training and education, group presentations and other selling strategies and tactics. • Will influence advisor choice through the use of a consultative sales process and other sales techniques and systems (ex. Quality Sales Call, etc.) • Works with leader to research, analyze, and manage territory and execute on sales plan; leverage resources to achieve/exceed targets • Demonstrate deep understanding of retirement products, including all features and benefits, to educate and sell solutions to solve advisor and client needs • Build and maintain relationships with internal/external partners (e.g. Wealth Management Solutions, Marketing, Investment Research Group, field leadership, etc.) • Research and communicate industry changes and trends that may impact company or product positioning, both with internal and external customers • Manage and develop systems to create efficiencies (scheduling/rotations, meeting preparation & follow-up, recognizing advisor sales, budget management, etc.) • Prioritize and manage daily, weekly, and monthly workload • 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; leverage the information to prepare for face-to-face sales calls. • Complete required coursework in order to maintain compliance with state and federal regulations and licenses • Travel within territory to conduct in person 1:1 Advisor sales calls, conduct client events, and to deliver group presentations, including continuing education/training. • Represent WMS at National, Regional and Industry related meetings, conferences, and virtual events.
Job Requirements
- 10+ years’ experience in financial services industry in a selling role
- Active Series 7
- Active State securities agent registration (S63 or S66) or ability to obtain within 90 days
- Active State IAR registration (S65 or S66) or ability to obtain within 90 days
- Ability to travel (~25%) to support team and client needs and live within region
Benefits
- Health, dental, and life insurances
- 401(k)
- Paid time off
- Flexible work arrangements
- Professional development opportunities
Related Guides
Related Categories
Related Job Pages
More Director Jobs
Director, Global Program Management - Clinical Oncology
Takeda PharmaceuticalsTakeda Pharmaceuticals is a global biopharmaceutical company engaged primarily in the research, development, manufacture, and marketing of pharmaceutical produc
Provide strategic direction and leadership for global program management, ensuring effective execution of development plans, managing risks, and enhancing team effectiveness through mentorship and cross-divisional collaboration.
Project Director, Health Product Stability and Climate Resilience
United States PharmacopeiaUnited States Pharmacopeia is an award-winning, independent, nonprofit organization that strives to improve the health of individuals around the world. Founded
Provide strategic leadership for a multi-country program on health product stability and climate resilience, ensuring high-quality delivery, stakeholder engagement, and compliance with organizational standards while fostering innovative solutions and...
Assistant Director for Development, Natural Sciences
University of WashingtonThe University of Washington is a renowned public research university with a main campus located just minutes from downtown Seattle, and additional locations in
Title: Assistant Director for Development, Natural Sciences Location: Seattle Full time Job Description: For over 160 years, the University of Washington has been a hub for learning, innovation, problem solving and community building. Supporting this legacy and important public mission—with the goal of making the UW the world’s greatest public university, as measured by positive impact—guides everything we do in University Advancement. Bringing together development; alumni and stakeholder engagement; marketing and communications; and advancement operations, we advance the UW’s impact by developing meaningful connections that foster pride, advocacy and philanthropic support. The mission of the Development team is to facilitate private resources to enhance and protect the University’s reputation and support equitable community building and service. This starts with creating a culture of belonging within our organization that values the diverse experiences and expertise of our team members, allowing everyone to thrive and to contribute their unique talents as we strive to achieve our shared goals. The College of Arts & Sciences has an exciting opening for an Assistant Director for Development, Natural Sciences. This is a full-time permanent position. The Assistant Director for Development, Natural Sciences is a key member of the College of Arts & Sciences Development Team focused on donor discovery and solicitation. In collaboration with Development colleagues supporting the Natural Sciences, this position will help plan, manage and direct advancement activities and efforts to secure gifts primarily from individuals. The Assistant Director will translate the college vision and strategic plan to diverse audiences and build strong relationships between prospective donors and the College of Arts & Sciences, resulting in opportunities to invest in students, faculty, programs and research. This position will hold a portfolio comprised of individuals who have an interest in philanthropically supporting priorities in the Division of Natural Sciences, which comprises nine degree-granting departments: Applied Mathematics, Astronomy, Biology, Chemistry, Mathematics, Physics, Psychology, Speech & Hearing Sciences, Statistics. What You Will Do Frontline Fundraising (80%) - Identify and cultivate prospective donors, develop relationships and advance them through the donor continuum from discovery to gift conversion. - Build and sustain long-term partnerships and trust while aligning donor passion and goals with division and college priorities. - Manage a large portfolio of leads with the potential of raising major gifts. Solicit and close gifts across all levels. - Collaborate with frontline fundraising colleagues in Arts & Sciences and across the university to conceptualize, develop and implement strategies, activities and special events for supporting qualification and solicitation efforts. - Coordinate campaigns for strategic constituent groups. - Prepare, review and edit materials needed to secure and steward gifts. - Develop, lead and participate in donor cultivation and stewardship activities in collaboration with other advancement staff. - Ensure accurate and complete record-keeping and associated donor acknowledgements. - Represent the university at events or professional functions, as appropriate. Strategy and Program Development (15%) - Assist in informing strategy development promoting philanthropic priorities. - Participate in annual planning, including goals, objectives and strategies. - Provide strategic leadership in designing and implementing advancement programs needed to sustain and increase university support. - Support marketing and communications efforts by developing marketing materials, editing and proofreading content, as needed. Other Duties (5%) - Participate in College of Arts & Sciences events and activities as appropriate. - Participate in ongoing professional development activities. - Other related duties as assigned. Required Qualifications To be considered for this opportunity, your application must demonstrate that you meet the minimum qualifications and additional qualifications listed below. Equivalent education and/or experience may substitute for minimum qualifications except when there are legal requirements, such as a license, certification, and/or registration. Minimum Qualifications Applicants who do not meet these qualifications will not be forwarded to the Hiring Department. Bachelor’s degree AND at least three years of experience in Advancement/Development or a related field. Preferred Qualifications - Previous fundraising office or higher education experience. - Knowledge of alumni relations/development/advancement principles. - Demonstrated strong computer skills, including proficiency with Microsoft Word, Excel and PowerPoint for correspondence, special reports, spreadsheets, databases, forms, etc. - Demonstrated project management skills, with flexibility and initiative to manage a variety of tasks. - Ability to build relationships with a diverse set of partners and stakeholders (donors, volunteers and faculty). - Demonstrated creativity, organizational ability and attention to detail. What You Can Expect - Hybrid schedule of three days in the office with two days eligible for telework per week. - Cubicle/Open workspace environment which may result in additional or higher levels of noise and visual distractions. - Workload and times may vary, including occasional evening and weekend hours, as necessary, on short or limited notice. - Access to regular and reliable transportation for local travel and willing to travel when necessary. #UWUAJOBS Compensation, Benefits and Position Details Pay Range Minimum: $76,428.00 annual Pay Range Maximum: $80,928.00 annual Other Compensation: Benefits: For information about benefits for this position, visit https://www.washington.edu/jobs/benefits-for-uw-staff/ Shift: First Shift (United States of America) Temporary or Regular? This is a regular position FTE (Full-Time Equivalent): 100.00% Union/Bargaining Unit: Not Applicable
Director, SEC & ESG Reporting
ServiceNowServiceNow provides cloud-based services that automate enterprise information technology operations. As an employer, ServiceNow offers a challenging, collaborat
Company Description It all started when engineer Fred Luddy wrote code that automated a tedious task for his coworker, Phyllis. She cried tears of joy. That moment inspired Fred to build a company that could do that for everyone-freeing people from busywork so they could focus on meaningful work. Today, ServiceNow is the AI control tower for business reinvention. Our ServiceNow AI platform brings together any AI, any data, and any workflow- helping 85% of the Fortune 500® work smarter, faster, and better. We're building an AI-native culture where technology and talent are unstoppable together. And we're just getting started. Join us to put AI to work for people. Job Description Position Summary ServiceNow is seeking an experienced and detail-oriented Director, SEC & ESG Reporting to join our Finance organization. This critical and high-profile role is responsible for overseeing the preparation and filing of SEC reports and managing the Company's environmental, social, and governance (ESG) regulatory reporting requirements. The Director will serve as a key technical accounting resource and cross-functional partner to Legal, Investor Relations, FP&A, Sustainability, and external auditors. This role requires a strong command of US GAAP, SEC regulations, and evolving ESG disclosure frameworks, combined with exceptional leadership, project management, and communication skills. Key Responsibilities SEC Reporting - Lead the preparation, review, and timely filing of SEC periodic reports, including Forms 10-K, 10-Q, 8-K (earnings release) and other required filings - Ensure accuracy and completeness of financial statements, footnotes, MD&A, and related disclosures in accordance with US GAAP and SEC rules and regulations - Coordinate with external auditors on quarterly reviews and annual audit procedures related to SEC filings - Monitor and evaluate the impact of new and proposed accounting standards (FASB, SEC) and lead adoption efforts, including drafting technical accounting memos - Maintain and enhance disclosure controls and procedures; partner with Legal and Investor Relations on earnings releases, earnings scripts, and investor communications - Manage the EDGAR filing process, including XBRL tagging and submission - Support proxy filings through performance of quality assurance procedures - Manage the Sarbanes-Oxley (SOX) compliance activities related to the financial reporting process, including internal control documentation and remediation - Research, benchmark and document critical disclosure-related matters and present to executive management/external auditors ESG Reporting - Work closely with our ESG reporting and sustainability teams as well as internal stakeholders on ESG regulatory reporting preparedness - Co-lead project management as it relates to the Corporate Sustainability Reporting Directive (CSRD) readiness-project - Lead the Company's compliance efforts with SEC climate-related disclosure rules and other emerging ESG regulatory requirements, as applicable - Involvement in establishing and maintaining ESG data governance frameworks, including data collection methodologies, controls, and audit trails to support third-party assurance - Partner with Corporate Sustainability, Legal, and other cross-functional teams to ensure readiness and successful completion of ESG regulatory requirements - Monitor developments in global ESG reporting standards and advise leadership on evolving disclosure expectations Leadership & Cross-Functional Collaboration - Manage and develop a high-performing team of SEC and ESG reporting professionals; provide mentorship, set performance goals, and foster a culture of continuous learning - Serve as a subject matter expert and key advisor to senior management on reporting, disclosure, and ESG matters - Build and maintain strong working relationships with Legal, IR, Sustainability, FP&A, Internal Audit, and external advisors - Lead or contribute to special projects including mergers and acquisitions, capital markets transactions, and process improvement initiatives Qualifications Required - BS/BA degree in Accounting and CPA is required - Big 4 public accounting experience with SEC-reporting clients - 10+ years of progressive accounting/reporting experience, including a minimum of 5 years in a public company SEC reporting role - Strong understanding of non-GAAP disclosure requirements and previous experience in earnings release reporting - Strong technical knowledge of US GAAP, SEC rules and regulations, and SOX compliance - Demonstrated experience managing or contributing to ESG/sustainability reporting programs - General knowledge of ESG regulations and reporting standards (CSRD, TCFD, ISSB, etc.) with interest to further learn these areas and act as a future subject matter expert as it relates to ESG reporting - Proven ability to manage multiple priorities and deadlines in a fast-paced, high-growth environment - Excellent written and verbal communication skills; ability to present complex topics clearly to executive-level audiences - A strong team player with a positive, service-oriented attitude - Meticulous and superior attention to detail - Experience with Workiva and SAP For positions in this location, we offer a base pay of $180,200 - $315,400, plus equity (when applicable), variable/incentive compensation and benefits. Sales positions generally offer a competitive On Target Earnings (OTE) incentive compensation structure. Please note that the base pay shown is a guideline, and individual total compensation will vary based on factors such as qualifications, skill level, competencies, and work location. We also offer health plans, including flexible spending accounts, a 401(k) Plan with company match, ESPP, matching donations, a flexible time away plan and family leave programs. Compensation is based on the geographic location in which the role is located and is subject to change based on work location. Additional Information Work Personas We approach our distributed world of work with flexibility and trust. Work personas (flexible, remote, or required in office) are categories that are assigned to ServiceNow employees depending on the nature of their work and their assigned work location. Learn more here . To determine eligibility for a work persona, ServiceNow may confirm the distance between your primary residence and the closest ServiceNow office using a third-party service. Equal Opportunity Employer ServiceNow is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, national origin or nationality, ancestry, age, disability, gender identity or expression, marital status, veteran status, or any other category protected by law. In addition, all qualified applicants with arrest or conviction records will be considered for employment in accordance with legal requirements. Accommodations We strive to create an accessible and inclusive experience for all candidates. If you require a reasonable accommodation to complete any part of the application process, or are unable to use this online application and need an alternative method to apply, please contact globaltalentss@servicenow.com for assistance. Export Control Regulations For positions requiring access to controlled technology subject to export control regulations, including the U.S. Export Administration Regulations (EAR), ServiceNow may be required to obtain export control approval from government authorities for certain individuals. All employment is contingent upon ServiceNow obtaining any export license or other approval that may be required by relevant export control authorities. From Fortune. ©2026 Fortune Media IP Limited. All rights reserved. Used under license.



