Senior Manager – Portfolio Investment 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

The Senior Manager – Portfolio Investment Strategist is responsible for assisting financial advisors with the design and implementation of sophisticated investment strategies for high-net-worth clients with $10M+ in investable assets. Working in close partnership with senior investment strategists and planning specialists, this role focuses on moderate-complexity client cases while supporting more high-complexity engagements as needed. The position is highly visible, research- and sales-driven, and plays a critical role in delivering an exceptional advisor and client experience by leveraging investment capabilities across the enterprise.

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific
requirements will be discussed during the hiring process.

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).

Key Responsibilities

• Collaborate with senior investment strategists, planning strategists, paraplanners, analysts, and case managers to assess advisor and client needs and develop integrated investment strategies for high net-worth clients.

• Prepare high-quality investment materials and participate in advisor and client meetings, supporting both moderate- and high-complexity client cases.

• Partner with cross-organizational teams and affiliates – including wealth management sales teams, insurance, banking & cash solutions, and trust partners – to deliver coordinated solutions aligned to client objectives.

• Contribute subject matter expertise to initiatives and projects supporting the high-net-worth client segment and Advanced Wealth Planning & Consulting (AWPC) business.

• Support marketing and business development efforts to strengthen advisor engagement and build the AWPC sales pipeline.

Required Qualifications

• Education

  • Bachelor’s degree or equivalent combination of education and relevant work experience required.

• Experience

  • 5–7+ years of financial services experience, including direct experience supporting financial advisors and working with high-net-worth clients.

  • Demonstrated experience assessing client needs, developing investment strategies, and delivering actionable recommendations.

• Licenses & Registrations

  • Active or ability to obtain required FINRA registrations, including Series 7 and Series 63/66; Series 24 where applicable based on role responsibilities.

• Technical & Professional Skills

  • Working knowledge of advanced investment strategies and wealth management solutions, including capital markets, managed accounts, and alternative investments.

  • Moderate understanding of comprehensive financial planning concepts, including estate/legacy, retirement, business, and tax planning strategies.

  • Strong written and verbal communication skills with the ability to present complex concepts clearly to advisors and clients.

  • Proficiency in Microsoft PowerPoint, Excel, and Word; ability to manage and prioritize multiple client cases simultaneously.

Preferred Qualifications

• Master’s degree in finance, economics, business, or a related field.

• Professional designations such as CFA, CFP®, or CIMA®.

• Experience with industry and planning tools such as MoneyGuide/Wealth Studios, Thomson One, and Morningstar Direct.

• Prior experience supporting advanced wealth planning initiatives or consulting-based investment strategy roles within a high-net-worth client segment.

Base Pay Salary

The estimated base salary for this role is $114,500 - $157,400 / 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.Full timeExemptSalesAFG Ameriprise Franchise Group

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.