Senior Director, High Net Worth Investment Strategist

Threadneedle group; Minneapolis (MN); Hybrid; USD 157,000 - 213,000; Full time

Job summary

A leading financial services company is seeking an Advanced Wealth Planning Investment Strategist to provide strategic leadership for high-net-worth clients. This role involves developing investment planning proposals, consulting with advisors, and promoting the team’s expertise across the organization. Candidates should have extensive experience in financial services, strong leadership skills, and the ability to manage multiple projects effectively.

Qualifications

• 10+ years' financial services experience with high-net-worth clients.
• 7+ years of leadership experience with increasing accountability.
• Active FINRA Series 7, 66 (63 & 65), 24.

Responsibilities

• Lead the Advanced Wealth Planning Investment Strategist team.
• Develop and communicate strategies for high-net-worth investment planning.
• Build partnerships with internal corporate and field leaders.

Skills

Leadership

Strategic Planning

Communication

Financial Analysis

Project Management

Education

Bachelor's degree or equivalent

Tools

Microsoft PowerPoint

Microsoft Excel

Microsoft Word

Job description

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

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

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