Advanced & Specialty Advice Manager

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 River Source Insurance and Annuities.

Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Deliver financial planning expertise and assist advisors in analyzing the financial situation of high net worth clients, develop strategies and make recommendations for Advanced Advice client cases. Serve as a subject matter expert (SME) for the firm in complex financial planning areas such as estate planning, sophisticated tax planning, stock option exercise strategies and small business financial planning. Assists advisors with delivery of financial advice and influencing the client toward action on recommendations.

• Deliver financial planning expertise and assist advisors in analyzing the financial situation of high net worth clients, develop strategies and make recommendations for Advanced Advice client cases. Serve as a subject matter expert (SME) for the firm in complex financial planning areas such as estate planning, sophisticated tax planning, and stock option exercise strategies and small business financial planning. Assists advisors with delivery of financial advice and influencing the client toward action on recommendations.
• Coordinate with field implementation to support field communication, marketing and training efforts that promote the Advanced Advice Program.
• Partner with subject matter experts across the firm and outside the firm to continually improve the quality of advice being given to clients. This includes and supporting development of new strategies and ongoing maintenance of existing processes, tools and services.

• Bachelors degree or equivalent experience.
• CFP/ChFC.
• 5+ years of relevant work experience.
• Expert level knowledge in complex financial planning issues.
• Solid understanding of financial planning process, tools and compliance/quality.
• Minimum of three (3) or more of the following disciplines: estate, tax, small business, retirement, stock options.
• Ability to clearly communicate complicated concepts over the phone and e-mail.
• Experience presenting to professionals preferred.
• Ability to quickly analyze complex situations and synthesize into easy to understand advice.
• Ability to work independently and collaborate with others across organization.
• Ability to design and develop a new service.
• Series 7 or ability to obtain within 150 days.
• State securities agent registration (S63 or S66) or ability to obtain within 150 days.
• State IAR registration (S65 or S66) or ability to obtain within 150 days.

• Experience presenting to professionals.
• Previous experience working with Navi Plan, Money Guide, Leimberg Number Cruncher, Bloomberg Income Tax Planner, Stock Opter or other common financial planning tools and software.
• Advanced degree in a related field such as JD or MS in Financial Service.

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).

If you are not located within 50 miles of the Minneapolis office,…