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.
In this role, you will be responsible for relationship management of Ameriprise third party asset management product partner relationships with the goal of maximizing alignment between asset manager sales and marketing efforts and key initiatives within Ameriprise. You will also drive business results across product lines and platforms through deeper partner firm engagement and more effective sales and marketing efforts.
Key Responsibilities
• Build and manage business relationships with external firm representatives and proactively integrate their goals and priorities into business segment initiatives across the company.
• Build and maintain relationships with internal business partners (Investment Research Group, ABDG, Marketing, Conferences/Field Execution, Compliance, etc.)
• Understand third party asset manager value-add content to increase usage in the field, drive partner firm participation at conferences and manage opportunities for various marketing channels.
• Arrange, lead and attend on-site meetings between internal partners and representatives from asset managers, developing effective agendas to promote our strategic initiatives and drive aligned outcomes
• Collaborate with product managers across Investment Product Solutions team in managing partner firm relationships related to other products including Signature Wealth, Separately Managed Accounts, Active ETF’s, in addition to other product lines.
• Lead and support improvements to business processes and procedures via a thorough knowledge of third-party asset management firm offerings and competitive landscape across the industry
Required Qualifications
• Bachelor’s degree
• 7+ years’ experience in retail wealth management or asset management
• FINRA Series 7 or ability to obtain within 120 days
Preferred Qualifications
• Demonstrated track record of forming strong relationships with third parties and ability to leverage those relationships to achieve common goals
• Ability to influence, lead and collaborate with others at all levels to drive results.
• Working knowledge of a variety of retail investments including mutual funds, SMAs, ETFs, and alternative investments
• Strong analytic, negotiation and organizational skills with ability to manage multiple competing priorities.
• Detail-orientated self-starter with exceptional interactive people skills
• Proven leadership in the areas of relationships, problem solving and driving results with a demonstrated desire for attainment of expert knowledge.
• Possess the ability to quickly understand complex or ambiguous issues; troubleshoot.
• Demonstrated strong decision making in a changing environment.
• Experience working and communicating with advisors as well as vendor firms.
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.