Job Description
Key Responsibilities
- Understand trends related to financial planning and financial wellness impacting financial advisors with a focus on retirement and equity compensation.
- Acquire and/or develop subject matter knowledge and resources related those topics, leveraging internal associates and external vendors and consultants.
- Assist in the research and production of case studies that financial advisors can use with their clients
- Partner closely with peers to help prioritize, create, deliver, and promote financial planning and wellness content as part of the Advisor Consulting & Development go-to-market strategy.
- Work side by side with distribution team on training and delivery of program offers
- Use data and metrics to uncover opportunities and assess results
- Other administrative responsibilities in support of the Advisor Consulting & Development team
Desired Qualifications
- Bachelor's degree
- 3+ years financial services experience, within asset or wealth management
- Experience working with financial advisors preferred
- Prior industry knowledge of retirement and/or workplace benefits issues preferred
- Strong communication and case management skills
- Ability to research and create sales ideas or marketing collateral related to topical program areas
- Demonstrated success in a team-oriented environment
- Ability to partner with internal and external stakeholders
About Our Company
We're a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full timeExempt/Non-Exempt
ExemptJob Family Group
Marketing/Product ManagementLine of Business
AMINV US Asset ManagementKey Responsibilities
- Understand trends related to financial planning and financial wellness impacting financial advisors with a focus on retirement and equity compensation.
- Acquire and/or develop subject matter knowledge and resources related those topics, leveraging internal associates and external vendors and consultants.
- Assist in the research and production of case studies that financial advisors can use with their clients
- Partner closely with peers to help prioritize, create, deliver, and promote financial planning and wellness content as part of the Advisor Consulting & Development go-to-market strategy.
- Work side by side with distribution team on training and delivery of program offers
- Use data and metrics to uncover opportunities and assess results
- Other administrative responsibilities in support of the Advisor Consulting & Development team
Desired Qualifications
- Bachelor's degree
- 3+ years financial services experience, within asset or wealth management
- Experience working with financial advisors preferred
- Prior industry knowledge of retirement and/or workplace benefits issues preferred
- Strong communication and case management skills
- Ability to research and create sales ideas or marketing collateral related to topical program areas
- Demonstrated success in a team-oriented environment
- Ability to partner with internal and external stakeholders
About Our Company
We're a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full timeExempt/Non-Exempt
ExemptJob Family Group
Marketing/Product ManagementLine of Business
AMINV US Asset Management
About Ameriprise Financial
For 125 years, we have remained true to our vision of putting our clients' interests first. We are passionate about helping you live the full and rich life you’ve earned and committed to helping you be brilliant.
A company with integrity.
Integrity has been a core value since we were founded by John Tappan in 1894. It's how, through panics, recessions, the Great Depression, and the recent Great Recession, we've grown into a global financial leader. We've never lost our focus on our clients. That's who we are.
We have more than $875 billion in assets under management and administration.
We maintain leadership positions in each of our core business segments: Advice & Wealth Management, Asset Management, Annuities, and Protection.
We have more than 2 million individual, business, and institutional clients.
Our Leaders
Part of our strength as a company comes from the strength of our leadership—an experienced and long-tenured team.
Our Locations
Ameriprise Financial was founded and is headquartered in Minneapolis. We also have corporate offices throughout the United States and across the globe, including New York, Boston, London, and India.
Our History
Since 1894, we at Ameriprise Financial have been helping millions of clients invest towards their financial goals and dreams.
