Senior Manager - High Net Worth Planning Strategist

Ameriprise is seeking a Senior Manager to develop financial planning strategies for High Net Worth clients. This role involves consulting with advisors, assessing client cases, and creating proposals covering tax, retirement, charitable giving, business owner, and estate planning. You will present these strategies to advisors and clients, ensuring a high-quality client experience.

• Consult with advisors on High Net Worth client cases
• Develop financial planning proposals for tax, retirement, and estate planning
• Present complex financial planning strategies to clients and advisors
• Partner cross-organizationally to develop comprehensive solutions
• 7+ years of financial services experience
• Strong knowledge of complex financial planning strategies

• No visa sponsorship is available.

• Must be authorized to work without sponsorship.