Manager - High Net Worth Planning 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
** In this role, you will collaborate with the Advanced Wealth Planning & Consulting team, key internal partners and advisors to assess, consult, and develop financial planning strategies & deliverables for advisors and their high-net-worth clients and prospects.
** Key Responsibilities
*** Demonstrate strong knowledge of complex financial planning concepts including legacy/estate, retirement, business and tax planning strategies.
* Ensure accurate and timely case documentation.
* Prepare case strategies, recommendations and advice materials to support advisor and their high-net-worth clients.
* Partner cross-organizationally with Wealth Management Solutions, Ameriprise Bank, and River Source to develop comprehensive solutions appropriate for high-net-worth client case.
** Required Qualifications
*** Bachelor's degree or equivalent experience.
* 5-7 years’ financial planning experience.
* Experience working with the HNW market segment.
* Expert level knowledge in complex financial planning issues.
* Series 7 or ability to obtain within 90 days.
* State securities agent registration (S63 or S66) or ability to obtain within 90 days.
* State IAR registration (S65 or S66) or ability to obtain within 90 days.
** Preferred Qualifications*
* * CFP strongly preferred.
* Strong knowledge of financial planning strategies, including estate, tax, business, retirement, equity compensation.
* Solid understanding of financial planning process.
* Ability to quickly analyze complex situations and synthesize into easy-to-understand advice.
* Ability to work independently and collaborate with others across the organization.
* Experience with advisors assessing their needs, identifying suitable strategies and making actionable recommendations.
* Strong Microsoft PowerPoint, Excel and Word skills.
* Strong interpersonal and influencing skills.
* Ability to manage and prioritize multiple client cases and priorities.
* Strong written and oral communication skills.
* Experience working with field leaders, advisors and clients.  
** Visa Sponsorship
** 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).  
** Remote Work
** If you are not located within 50 miles of the Minneapolis office, this position can be remote.  Any expectations for travel or in-person collaboration will be discussed during the hiring process.  
** Base Pay Salary
** The estimated base salary for this role is $93,400 – $128,400 per 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,…