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 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.

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.

Experience5–7+ 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…