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
If you are not located close to a physical office, remote work is considered for qualified candidates. Minneapolis location is strongly preferred.
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
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
Exempt/Non-Exempt
Job Family Group
Line of Business
Ameriprise Financial Services, LLC Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Ameriprise Financial Services, LLC and has not been reviewed or approved by Ameriprise Financial Services, LLC.
-
Retirement Support — Feedback suggests a 401(k) with company contributions and financial well‑being programs strengthens long‑term savings. Employee stock purchase access and planning subsidies further support retirement readiness.
-
Strong & Reliable Incentives — Feedback suggests annual and long‑term performance incentives, alongside variable or commission components in advisor roles, can create meaningful upside for certain positions. Licensing support and bonus opportunities reinforce a performance‑linked pay mix.
-
Flexible Benefits — Feedback suggests flexible work options, the ability to purchase extra vacation, and paid volunteer time provide adaptable benefits for different life needs. On‑site clinic and fitness resources at headquarters and wellbeing programs add convenient lifestyle support.
Ameriprise Financial Services, LLC Insights
Similar Jobs
What We Do
Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals. We believe that with the right advisor, the right advice, and the right firm, life can be brilliant. Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states. Learn how you can build your career at Ameriprise Financial. *Ameriprise Financial Q2 2020 Statistical Supplement All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested. By clicking on a hyperlink, you may be directed to a non-Ameriprise website. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial. Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.
