Senior Manager, Portfolio Investment Strategist

00015 Ameriprise Financial Services, LLC.; Minneapolis (MN); Remote; USD 115,000 - 157,000; Full time

Benefits offered by this job

Pay-for-performance compensation

Health, dental and life insurances

401(k) plan

Vacation and sick time

Job summary

Ameriprise Financial Services, LLC. is seeking a Senior Manager, Portfolio Investment Strategist to shape wealth management investment strategies for high-net-worth clients.

You will collaborate with advisors, investment specialists, planners, and analysts to develop and implement sophisticated investment solutions. The role offers remote work eligibility within 50 miles of Minneapolis, with a base salary disclosed and a pay-for-performance philosophy.

Qualifications

• Bachelor’s degree and 7+ years of financial services experience with high-net-worth clients.
• Demonstrated understanding of financial planning concepts including legacy and estate planning.
• Knowledge of capital markets, managed accounts and alternative investments.
• Active Series 7 registration.
• Active Series 63/66 or ability to obtain within 120 days, and Active Series 65/66 or ability to obtain within 120 days.
• Strong written and verbal communication skills.

Responsibilities

• Collaborate with advisors, investment specialists, financial planning consultants, and analysts to assess client needs and deliver investment planning recommendations.
• Prepare investment strategy materials and participate in meetings with advisors and clients to support the presentation and implementation of recommendations.
• Lead and support projects focused on the high-net-worth segment and business initiatives.
• Partner with business analysts to ensure investment planning data is reflected within firm planning systems.
• Develop integrated wealth management solutions by collaborating with sales teams, advanced advice specialists, insurance and annuity partners, banking and trust professionals.
• Support marketing and business development efforts to build awareness of high net worth planning and expand the planning pipeline.
• Coordinate with team members to prioritize casework, manage workflow, and support progression of opportunities through the pipeline.

Skills

Strong written and verbalcommunication

Ability to manage multiple client cas

Collaboration across teams

Education

Bachelor’s degree

Master’s degree

CFA

CFP

CIMA

Series 7 registration

Series 63/66

Series 65/66

Tools

Thomson One

Morningstar Direct

PowerPoint

Excel

Word

Job description

About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 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 & Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

As a Senior Manager, Portfolio Investment Strategist, you will help shape wealth management investment strategies for high-net-worth with more than $10 million in investable assets. Working closely with advisors, corporate investment specialists, financial planning consultants, and analysts, you will support the development and implementation of sophisticated investment solutions while helping deliver a high-quality advisor and client experience. This highly visible, research- and sales-driven role offers the opportunity to collaborate across the enterprise and contribute to strategic initiatives serving the high-net-worth market.

Responsibilities

• Collaborate with advisors, corporate investment specialists, financial planning consultants, and analysts to assess client needs, develop investment planning strategies, and deliver recommendations to advisors and high-net-worth clients.
• Prepare investment strategy materials and participate in meetings with advisors and clients to support the presentation and implementation of recommendations.
• Lead and support projects focused on the high-net-worth segment and business initiatives.
• Partner with business analysts to help ensure investment planning data is accurately reflected within firm planning systems.
• Develop integrated wealth management solutions by collaborating with sales teams, advanced advice specialists, insurance and annuity partners, banking and cash solutions teams, and trust banking professionals.
• Support marketing and business development efforts designed to build awareness of high net worth planning and expand the planning pipeline.
• Coordinate with team members to prioritize casework, manage workflow, and support efficient progression of opportunities through the pipeline.

Qualifications

• Bachelor’s degree and 7+ years of financial services experience working with the high-net-worth market segment, including experience assessing client needs, identifying suitable strategies, and making actionable recommendations.
• Demonstrated understanding of financial planning concepts, including legacy and estate planning, retirement planning, business planning, and tax planning strategies.
• Knowledge of advanced investment strategies and wealth management solutions, including capital markets, managed accounts, and alternative investment products.
• Active Series 7 registration.
• Active State Securities Agent registration (Series 63 or Series 66), or ability to obtain within 120 days, and Active State Investment Adviser Representative registration (Series 65 or Series 66), or ability to obtain within 120 days.
• Strong proficiency with Microsoft PowerPoint, Excel, and Word, Thomson One, and Morningstar Direct.
• Proven ability to manage and prioritize multiple client cases in a fast-paced environment.
• Strong written and verbal communication skills.
• Master’s degree and/or professional certifications such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or Certified Investment Management Analyst (CIMA) are valued.

U.S. Work Authorization & Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

Remote Work

This position is eligible for remote work if you are not located within 50 miles of the Minneapolis office. Any expectations for travel or in-person collaboration will be discussed during the hiring process. This position is eligible for remote work in these locations: Any US location.

Base Pay Salary

The estimated base salary for this role is $114,500 - $157,400 / year. We have a pay-forperformance 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.

Closing date: 12/10/2026

Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Sales Line of Business AFG Ameriprise Franchise Group

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years. Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long-term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation. For you, that means the opportunity to build a meaningful career in a high-performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact. As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers: Ameriprise Financial: Financial planning, advice and wealth management. Columbia Threadneedle Investments: Global asset management serving individual, institutional and corporate clients. RiverSource Insurance & Annuities: Products and solutions designed to help clients protect and grow their wealth.

Explore opportunities within each business and region below. Ameriprise US | Careers Ameriprise India | Careers Columbia Threadneedle Investments US | Careers Columbia Threadneedle Investments EMEA APAC | Careers RiverSource | Careers