Senior Manager – Portfolio Investment Strategist

Ameriprise Financial Services, LLC

Senior Manager overseeing investment strategies for clients with over $10M in assets at a financial services leader. Collaborating with cross-organizational teams to ensure client-centric solutions.

Posted 5/3/2026full-timeMinneapolis • Minnesota • 🇺🇸 United StatesSenior💰 $114,500 - $157,400 per yearWebsite

About the role

Key responsibilities & impact

Collaborate with senior investment strategists, planning strategists, paraplanners, analysts, and case managers to assess advisor and client needs and develop integrated investment strategies for high net-worth clients.
Prepare high-quality investment materials and participate in advisor and client meetings, supporting both moderate- and high-complexity client cases.
Partner with cross-organizational teams and affiliates – including wealth management sales teams, insurance, banking & cash solutions, and trust partners – to deliver coordinated solutions aligned to client objectives.
Contribute subject matter expertise to initiatives and projects supporting the high-net-worth client segment and Advanced Wealth Planning & Consulting (AWPC) business.
Support marketing and business development efforts to strengthen advisor engagement and build the AWPC sales pipeline.

Requirements

What you’ll need

Bachelor’s degree or equivalent combination of education and relevant work experience required.
5–7+ years of financial services experience, including direct experience supporting financial advisors and working with high-net-worth clients.
Demonstrated experience assessing client needs, developing investment strategies, and delivering actionable recommendations.
Active or ability to obtain required FINRA registrations, including Series 7 and Series 63/66; Series 24 where applicable based on role responsibilities.
Working knowledge of advanced investment strategies and wealth management solutions, including capital markets, managed accounts, and alternative investments.
Moderate understanding of comprehensive financial planning concepts, including estate/legacy, retirement, business, and tax planning strategies.
Strong written and verbal communication skills with the ability to present complex concepts clearly to advisors and clients.
Proficiency in Microsoft PowerPoint, Excel, and Word; ability to manage and prioritize multiple client cases simultaneously.

Benefits

Comp & perks

Health, dental and life insurances
401(k)
Vacation time
Sick time
Flexible work from home arrangements

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment strategiesfinancial planningcapital marketsmanaged accountsalternative investmentsestate planningretirement planningbusiness planningtax planning

Soft Skills

communication skillscollaborationclient needs assessmentpresentation skillsorganizational skills

Certifications

Bachelor’s degreeFINRA Series 7FINRA Series 63FINRA Series 66FINRA Series 24