Senior Manager - High Net Worth Planning Strategist
About The Position
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. 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.
Requirements
- 7+ years financial services experience.
- 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).
Nice To Haves
- Experience working with the HNW market segment preferred.
- Strong Microsoft PowerPoint, Excel and Word Skills.
- Strong interpersonal and influencing skills.
- Strong presentation skills.
- Strong written and oral communication skills.
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.
Benefits
- vacation time
- sick time
- 401(k)
- health, dental and life insurances
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
