Senior Manager - High Net Worth Planning Strategist

Ameriprise • Minneapolis, MN

10d • Hybrid

About The Position

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).
• 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).

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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed