Jamie Wanless
Senior Vice President - Ameriprise Advisor Center
- Role
- Senior Vice President and Gm - Ameriprise Advisor Center at Ameriprise Financial Services, LLC
- Location
- Victoria, MN, US
- LinkedIn followers
- 500 followers
About Jamie Wanless
Results oriented executive with diverse functional experiences in sales, client service, and operations. StrengthsFinder Top Five: Maximizer, Learner, Achiever, Arranger, Input Specialties: Transformation, Leadership, Executive Management, Sales, Coaching, Sales Management, Critical Thinking, Change Management, Organizational Development, Communication, Business Planning, Financial Services, Call Center
Experience
Senior Vice President and Gm - Ameriprise Advisor Center
Ameriprise Financial Services, LLC
Dec 2005 — Present
Transformed Client Experience: Designed and implemented a client segmentation model, delivering a differentiated client journey that seamlessly combined personalized advice with digital scalability. Led the development of a customized digital advice solution, earning the Digital Innovation Award (2021) from Aite Group for client-focused innovation.• Optimized Operating Leverage: Shifted the operational model from individual to team-based sales, service, and relationship management, aligned with a clearly defined client experience. Deployed Salesforce.com to automate workflows, enabling consistent and scalable delivery of the client experience.• Accelerated Sales Growth: Brought the experience to life for clients through the introduction of a team model complemented by specialized roles, fostering deep expertise in key areas, resulting in consistently strong YoY sales growth.
Education
University of Wisconsin-Whitewater
Bachelor of Business Administration (BBA), Finance
1992 — 1995
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