Senior Director – Advisor Consulting

Ameriprise Financial Services, LLC • Boston, MA

4d • Hybrid

About The Position

Columbia Threadneedle Investments is seeking a Senior Director, Advisor Consulting to join our Advisor Consulting & Development team. This highly visible, client facing role plays a critical part in shaping and delivering the insights, education, and strategic guidance that help financial advisors better serve their clients and grow their practices. You will serve as a thought leader and subject matter expert on financial planning topics. Working closely with advisors, wealth management home offices, sales partners, and internal business stakeholders, you will help define program priorities, craft impactful content, and deliver actionable ideas that drive advisor success.

Requirements

• Bachelor’s degree.
• 10–15 years of financial services experience, ideally within asset management or wealth management.
• Experience working directly with financial advisors and/or clients.
• Strong presentation, communication, and storytelling skills.
• Proven ability to collaborate and influence across internal and external stakeholder groups.
• Ability to translate complex financial planning topics into clear, practical guidance.
• Experience writing thought leadership or developing high impact presentation content.

Nice To Haves

• Professional credentials such as CFP®, CIMA®, or CPWA®.
• Background in financial planning topics such as retirement, workplace wealth, tax strategy, or small business planning.
• Entrepreneurial mindset with the ability to build, shape, and scale new programs or content areas.

Responsibilities

• Identify key industry trends and emerging issues impacting financial advisors, including financial wellness and holistic planning strategies.
• Shape and refine strategic focus areas for the Advisor Consulting & Development program—balancing short term advisor needs with long term industry dynamics.
• Deliver compelling presentations, keynote sessions, workshops, and one on one consulting to financial advisors across multiple channels.
• Partner with Sales, National Accounts, and Marketing to align messaging, content, and go to market strategies.
• Develop and promote actionable content, thought leadership, and messaging frameworks.
• Train internal teams on program themes, insights, and delivery best practices.
• Represent Columbia Threadneedle at conferences, client events, and industry forums as a subject matter expert.

What This Job Offers

• Job Type: Full-time
• Career Level: Director