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Sr Director Relationship Management, Wealth Management
Sr Director Relationship Management, Wealth ManagementAmeriprise Financial • Minneapolis, MN, US
Sr Director Relationship Management, Wealth Management

Sr Director Relationship Management, Wealth Management

Ameriprise Financial • Minneapolis, MN, US
1 day ago
Job type
  • Full-time
Job description

Third-Party Product Relationship Manager

In this role, you will be responsible for setting strategic priorities for third-party product relationship management with the goal of maximizing alignment between third-party sales and marketing efforts and key initiatives within Ameriprise. You will also drive business results across product lines and platforms through deeper partner firm engagement and more effective sales and marketing efforts.

Key Responsibilities

  • Build strong relationships across the Ameriprise organization, including individual product teams, WMS sales, Investment Research, Marketing, ABDG, Field Leadership, Compliance, and Corporate Communications in order to create greater alignment to key Ameriprise initiatives within third-party partner firms and greater internal awareness of third-party capabilities
  • Facilitate the integration of the Relationship Management team with the Marketing Material Review team with the goal of maximizing the effectiveness of the two functions as well as improving the impact of third-party marketing materials within Ameriprise
  • In conjunction with team and individual product teams, develop effective goals by firm and product line and ensure ongoing monitoring and action planning against those goals with the third-party firms
  • In collaboration with product teams, lead development of strategic campaigns aligned with Investment Research themes
  • Provide strong people leadership to six individuals with an emphasis on development and execution excellence
  • Provide subject matter expertise for product strategy, policy development, and cross-organizational initiatives related to products and value-add content, as needed
  • Arrange, lead, and attend on-site meetings with internal partners and representatives from third-party firms to promote our strategic initiatives, working with the team and other internal partners to develop effective agendas and drive to aligned outcomes
  • Foster and promote third-party firm working relationships with Ameriprise advisors

Required Qualifications

  • Bachelor's Degree or equivalent
  • 10+ years' experience in retail wealth management or asset management
  • FINRA Series 7 and 24 or ability to obtain within 120 days
  • Preferred Qualifications

  • Demonstrated track record of forming strong relationships with third parties and ability to leverage those relationships to achieve common goals
  • Track record of building collaborative cross-organizational relationships and demonstrated examples of strategic leadership, results leadership, and relationship leadership to drive tangible results
  • Strategic and forward-thinking mindset with an ability to implement strategic plans related to asset growth
  • Working knowledge of a variety of retail investments including mutual funds, SMAs, ETFs, and alternative investments
  • Experience developing and executing on marketing campaigns in a retail financial services environment
  • Demonstrated experience in people leadership
  • Proven strong analytic, negotiation and conflict resolution skills
  • About Our Company

    We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 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.

    The estimated base salary for this role is $157,400 - $212,600 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and / or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

    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

    Exempt

    Marketing / Product Management

    FPPS Wealth Management Solutions

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    Director Relationship Management • Minneapolis, MN, US

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