Senior Manager - High Net Worth Planning Strategist

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 and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

Consult with advisors, assess their High Net Worth (HNW) client/prospect case, develop financial planning proposals, case consultation, and plan deliverables in the areas of tax, retirement, charitable giving, business owner planning, and estate planning. Work with cross-organizational colleagues to connect resources to ensure a high quality advisor and client experience. Present the HNW planning strategy to advisors and their clients.

Key Responsibilities

• Consult with advisors, assessing their High Net Worth client/prospect case, developing financial planning proposals, case consultation, and planning deliverables in the areas of tax, retirement, charitable giving, business owner planning, and estate planning.
• Communicate complex financial planning strategies to target market clients and their advisors.
• Ensure accurate and timely case documentation.
• Demonstrate strong knowledge of complex financial planning concepts including legacy/estate, retirement, business and tax planning strategies.
• Partner cross-organizationally with WMS, Ameriprise Bank, and RVS to develop comprehensive solutions appropriate for HNW client case.

Required Qualifications

• 7+ years financial services experience.
• Experience working with the HNW market segment preferred.
• Experience with advisors and HNW clients assessing their needs, identifying suitable strategies and making actionable recommendations.
• Strong knowledge of complex financial planning strategies, including estate, tax, business, retirement, equity compensation.
• Solid understanding of financial planning process.
• Ability to quickly analyze complex situations and synthesize into easy to understand advice.
• Ability to work independently and collaborate with others across the organization.
• Ability to manage and prioritize multiple client cases and priorities.
• Experience working with field leaders, advisors and clients Series 7.
• State IAR registration (S63, S65 or S66).

Preferred Qualification

• Strong Microsoft PowerPoint, Excel and Word Skills.
• Strong interpersonal and influencing skills.
• Strong presentation skills.
• Strong written and oral communication skills.

Pay

The estimated base salary for this role is $114,500 – $157,400 per 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.

Schedule

Full Time - Exempt