Senior Manager, Portfolio Investment Strategist

Ameriprise Financial Services, LLC

. Collaborate with advisors, corporate investment specialists, financial planning consultants, and analysts to assess client needs and develop investment planning strategies .

Posted 11/11/2026full-timeRemote • Minnesota • United StatesSenior💰 $114,500 - $157,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in high-net-worth investment planning, including financial planning concepts and advanced investment strategies. Proficient in managing client relationships and delivering tailored wealth management solutions while effectively collaborating with cross-functional teams.

Highest-signal resume keywords

Financial Services ExperienceHigh-Net-Worth Market SegmentInvestment Planning StrategiesActive Series 7 RegistrationFinancial Planning Concepts

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment RecommendationsClient Needs AssessmentWealth Management SolutionsLegacy PlanningEstate PlanningRetirement PlanningTax Planning StrategiesAdvanced Investment StrategiesCapital MarketsManaged Accounts

Soft Skills

Strong Written CommunicationStrong Verbal CommunicationWorkflow ManagementClient Case ManagementPrioritization Skills

Tools & Technologies

Microsoft PowerPointMicrosoft ExcelMicrosoft WordThomson OneMorningstar Direct

Certifications & Qualifications

Bachelor's DegreeActive State Securities Agent RegistrationActive State Investment Adviser Representative RegistrationMaster's DegreeCFACFPCIMA

Industry Keywords

High-Net-Worth PlanningInvestment Strategy MaterialsBusiness DevelopmentSales Teams CollaborationInsurance and Annuity Partners

About the role

Key responsibilities & impact

Collaborate with advisors, corporate investment specialists, financial planning consultants, and analysts to assess client needs and develop investment planning strategies
Deliver investment recommendations to advisors and high-net-worth clients
Prepare investment strategy materials and participate in advisor and client meetings
Lead and support projects focused on the high-net-worth segment and business initiatives
Partner with business analysts to ensure investment planning data is accurately reflected in firm planning systems
Develop integrated wealth management solutions with sales teams, advanced advice specialists, insurance and annuity partners, banking and cash solutions teams, and trust banking professionals
Support marketing and business development efforts to build awareness of high-net-worth planning and expand the planning pipeline
Coordinate casework, manage workflow, and support efficient progression of opportunities through the pipeline

Requirements

What you’ll need

Bachelor’s degree
7+ years of financial services experience working with the high-net-worth market segment
Experience assessing client needs, identifying suitable strategies, and making actionable recommendations
Understanding of financial planning concepts, including legacy and estate planning, retirement planning, business planning, and tax planning strategies
Knowledge of advanced investment strategies and wealth management solutions, including capital markets, managed accounts, and alternative investment products
Active Series 7 registration
Active State Securities Agent registration (Series 63 or Series 66), or ability to obtain within 120 days
Active State Investment Adviser Representative registration (Series 65 or Series 66), or ability to obtain within 120 days
Proficiency with Microsoft PowerPoint, Excel, Word, Thomson One, and Morningstar Direct
Ability to manage and prioritize multiple client cases in a fast-paced environment
Strong written and verbal communication skills
Valid U.S. work authorization that does not now or in the future require visa sponsorship
Master’s degree and/or professional certifications such as CFA, CFP, or CIMA are valued

Benefits

Comp & perks

Variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role
Vacation time
Sick time
401(k)
Health insurance
Dental insurance
Life insurance
Remote work eligibility for locations more than 50 miles from the Minneapolis office
Reasonable accommodation support during recruitment and interviews