Ameriprise Financial Services, LLC

Senior Director – Advisor Consulting

Ameriprise Financial Services, LLC

full-time

Posted on:

Location Type: Hybrid

Location: BostonMassachusettsUnited States

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Salary

💰 $171,700 - $236,400 per year

Job Level

About the role

  • Identify key industry trends and emerging issues impacting financial advisors, including financial wellness and holistic planning strategies.
  • Shape and refine strategic focus areas for the Advisor Consulting & Development program—balancing short term advisor needs with long term industry dynamics.
  • Deliver compelling presentations, keynote sessions, workshops, and one on one consulting to financial advisors across multiple channels.
  • Partner with Sales, National Accounts, and Marketing to align messaging, content, and go to market strategies.
  • Develop and promote actionable content, thought leadership, and messaging frameworks.
  • Train internal teams on program themes, insights, and delivery best practices.
  • Represent Columbia Threadneedle at conferences, client events, and industry forums as a subject matter expert.

Requirements

  • Bachelor’s degree.
  • 10–15 years of financial services experience, ideally within asset management or wealth management.
  • Experience working directly with financial advisors and/or clients.
  • Strong presentation, communication, and storytelling skills.
  • Proven ability to collaborate and influence across internal and external stakeholder groups.
  • Ability to translate complex financial planning topics into clear, practical guidance.
  • Experience writing thought leadership or developing high impact presentation content.
Benefits
  • vacation time
  • sick time
  • 401(k)
  • health, dental and life insurances
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial servicesasset managementwealth managementfinancial planningpresentation content developmentthought leadership writingconsulting
Soft Skills
presentation skillscommunication skillsstorytelling skillscollaborationinfluencetrainingstrategic thinking
Certifications
Bachelor's degree