Senior Manager, Portfolio Investment Strategist

🔥 19 hours ago

❄️ Minnesota – Remote

❄️ Minnesota – Remote

💵 $114.5k - $157.4k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Ameriprise Financial Services, LLC

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1894

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Ameriprise Financial Services, LLC is a leading provider of personalized financial planning and advice. The company emphasizes one-to-one financial advice to help clients reach their unique financial goals and offers complimentary consultations with its financial advisors. Ameriprise is well-regarded in the investment industry, providing award-winning service focused on client satisfaction. With the support of their Investment Research Group, Ameriprise advisors provide clients with objective research, actionable investment strategies, and ongoing market and economic analysis. The company also prioritizes online security and privacy for clients accessing their accounts and financial documents online.

📋 Description

• Collaborate with advisors, corporate investment specialists, financial planning consultants, and analysts to assess client needs and develop investment planning strategies • Deliver investment recommendations to advisors and high-net-worth clients • Prepare investment strategy materials and participate in advisor and client meetings • Lead and support projects focused on the high-net-worth segment and business initiatives • Partner with business analysts to ensure investment planning data is accurately reflected in firm planning systems • Develop integrated wealth management solutions 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 to build awareness of high-net-worth planning and expand the planning pipeline • Coordinate casework, manage workflow, and support efficient progression of opportunities through the pipeline

🎯 Requirements

• Bachelor’s degree • 7+ years of financial services experience working with the high-net-worth market segment • Experience assessing client needs, identifying suitable strategies, and making actionable recommendations • 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 • Active State Investment Adviser Representative registration (Series 65 or Series 66), or ability to obtain within 120 days • Proficiency with Microsoft PowerPoint, Excel, Word, Thomson One, and Morningstar Direct • Ability to manage and prioritize multiple client cases in a fast-paced environment • Strong written and verbal communication skills • Valid U.S. work authorization that does not now or in the future require visa sponsorship • Master’s degree and/or professional certifications such as CFA, CFP, or CIMA are valued

🏖️ Benefits

• Variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role • Vacation time • Sick time • 401(k) • Health insurance • Dental insurance • Life insurance • Remote work eligibility for locations more than 50 miles from the Minneapolis office • Reasonable accommodation support during recruitment and interviews

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