In this role, you will lead the Advanced Wealth Planning Investment Strategist team by providing strategic leadership in support of our high net-worth investment mission, leading across the organization to key partners. You will support the team by connecting enterprise resources to support high-net-worth clients and the advisors that serve them and act as a key thought leader and promoter of support available to corporate and field audiences. Additionally, you will consult with advisors, assessing their high-net-worth client / prospect case, developing investment planning proposals, case consultation, and investment planning deliverables, while partnering with the Advanced Wealth Planning Strategist team. This includes professional facilitation when working directly with advisors and their clients in presenting advanced wealth investment planning strategies.
Responsibilities
Provide thought leadership, input and strategic direction on high-net-worth investment planning programs
Influence across organization (including RVS, Bank, WMS, & Marketing) to ensure close partnership on high-net-worth initiatives
Develop and communicate the strategy for Advanced Wealth Planning Investment Strategists, both internally (cross-organizationally) and to field audiences
Demonstrate an advanced knowledge of complex investment planning concepts
Build partnerships with internal corporate and field leaders, including Wealth Management Solutions sales teams, RiverSource Life Insurance and Annuities, Ameriprise Bank, to ensure coordinated engagement on Advanced Wealth Planning investment cases, issues, & strategic efforts
Promote Advanced Wealth Planning Investment Strategist team to advisors, to develop opportunity pipeline and communicate expertise of team
Required Qualifications
10+ years' financial services experience working with the high-net-worth market segment
7+ years of leadership experience demonstrating progressively larger scope of accountability
Bachelor's degree or equivalent
Active FINRA Series 7, 66 (63 & 65), 24
Preferred Qualifications
Ability to manage multiple projects simultaneously and independently, work in a fast-paced environment and ability to react quickly to change
Ability to analyze and communicate strategic ideas, get buy-in, and effectively implement
Strong leadership skills
Ability to manage and prioritize multiple cases
Experience working with field leaders, advisors and clients
Experience with financial planning and investment strategies
Strong Microsoft PowerPoint, Excel and Word skills
About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million 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 focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated base salary for this role is $157,400 - $212,600 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Sales
Line of Business
AFG Ameriprise Franchise Group
