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
o Bachelor’s degree or equivalent combination of education and relevant work experience required.
• Experience
o 5–7+ years of financial services experience, including direct experience supporting financial advisors and working with high-net-worth clients.
o Demonstrated experience assessing client needs, developing investment strategies, and delivering actionable recommendations.
• Licenses & Registrations
o 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
o Working knowledge of advanced investment strategies and wealth management solutions, including capital markets, managed accounts, and alternative investments.
o Moderate understanding of comprehensive financial planning concepts, including estate/legacy, retirement, business, and tax planning strategies.
o Strong written and verbal communication skills with the ability to present complex concepts clearly to advisors and clients.
o 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.
About Ameriprise Financial
Ameriprise Financial combines a team-based atmosphere with an entrepreneurial spirit. We are an organization that emphasizes learning and growth, rewards you for your achievements and fosters a healthy work/life balance.
From our Minneapolis headquarters throughout our offices nationwide, you'll find we live our values every day — client focused, integrity always, excellence in all we do and respect for individuals and communities. We embrace diversity in our ideas, management, employee groups and clients.
Our Investment in You
We provide employees and branch advisors with competitive compensation and rewards. Our comprehensive benefits support your health and help you balance your career and personal life. Ameriprise invests in you through compensation, retirement savings, health benefits, wellness programs, work/life balance programs, veteran benefits, etc.
Your Career at Ameriprise
When you join our corporate team, you receive competitive compensation and incentives, opportunities to share in the company's success plus comprehensive benefits. Our employees also enjoy business resource networks, transportation assistance, community service opportunities, and an on-site cafeteria.
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Thrive in a Respectful, Supportive Environment
We have a diverse, values-based culture that embraces individual differences and encourages you to perform at your peak. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.
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Build a Career that Matters to You
At Ameriprise Financial, we believe that learning is a lifelong endeavor. No matter where you are in your career path, we encourage all employees to take advantage of our professional development programs, offered in a variety of ways. Learn on your own, collaborate with a peer or work with an experienced colleague. Whatever your learning style, Ameriprise gives you the opportunity to reach your potential.
Being an Ameriprise Advisor
Join a strong, ethical company that offers you what you need to build a rewarding career as a financial advisor: Culture & Commitment, Dedication & Support, and Opportunity & Rewards. Ameriprise is committed to helping you achieve the vision you have for your practice. With training in financial planning and the backing of a strong, stable FORTUNE 500® company, you’ll discover unparalleled culture, support, and opportunities to build a successful practice. That’s the Ameriprise Difference.
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Opportunities for Students
Join an inclusive team to gain career-building skills and network in a supportive, high-energy, team-based atmosphere. Learn through real-world work and collaboration with leaders on projects that produce results through our Internship Program or gain valuable professional experience and build leadership skills through our full-time Leadership Development Program. You’ll also engage in team-building/social events, volunteer activities, executive leadership seminars, and networking opportunities.