
Senior Director – Advisor Consulting
Ameriprise Financial Services, LLC
full-time
Posted on:
Location Type: Hybrid
Location: Boston • Massachusetts • United 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