Manager-Financial Advice Tools

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 year-end 2024. Our team of 22,000 people across 19 countries, serves 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.

Job Description

Own end to end support for MoneyGuide vendor financial advice tool. Support both overall Financial Advice project initiatives and daily business management of the MoneyGuide tool, including end user support and resolving technology related issues. Primary business owner for day to day vendor tool relationship and driving enhanced tool capabilities to meeting advisor needs and strategic direction.

If you are not located close to a physical office, remote work is considered for qualified candidates

Key Responsibilities

• Project and Program Management - Lead or support large scale, complex projects through development and delivery of enhancements, and maintenance to tools that requires in-depth knowledge of Financial Advice tools and advisor processes. Accountable for multiple processes including technology development, vendor management, communications, marketing, training, and advisor experience. Accountable for project objectives, deliverables, communications, issue escalation, decision making, and solution generation to meet project goals.
• Operations Management - Lead daily activities of managing assigned Financial Advice vendor tool including supporting advisors and technology in resolving technical tools issues, address field and internal stakeholder questions on tool capabilities, managing vendor information security reviews, procurement Statement of Works, lead recurring and release driven Legal & Compliance tool reviews, manage and prioritization of enhancement log, testing, implementation release tool validation, maintaining tool reference materials/training and influencing vendor road map capabilities.
• Relationship Management - Establish, develop, and manage key relationships with vendors, the field organization, product companies, marketing, technologies, legal, and compliance. Responsible for determining strategic direction for financial planning tools to align with business goals across the organization. Responsible for gaining the support of internal and external partners and providing clear direction to accomplish strategy set forth.
• People Leadership - Provide leadership to direct reports, including coaching, feedback, and performance management. Provide project team leadership to financial planning resources, assigned Project Management Office Business Analysts, technology, and cross organization contributors to ensure resources are effectively utilized and project commitments are delivered. Responsible for providing direction on systems with highly technical & complex Financial Advice tool content that has a direct impact on advice given to clients.

Required Qualifications

• High school or equivalent.
• 3-5 years financial services experience.
• Experience working in Financial Services.
• Strong project and program management skills including expertise in large scale technology development projects.
• Understanding of technical development processes, compliance controls, field organization, and competitive landscape.
• Strong leadership and communication skills, and ability to influence direct reports, project teams, cross organization partners, and vendors.

Preferred Qualifications

• Bachelors degree or equivalent.
• Strong technical knowledge of financial planning and advice disciplines including asset allocation, investment, retirement, protection, tax, and estate planning.
• Excellent execution discipline and demonstrated strength in implementing strategies.
• Proficient in Product Management, Project Management, Agile project execution, Operation or Systems support.
• MoneyGuide Pro experience

Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa

sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is

foundational to how we achieve results. By fostering a culture of face-to-face collaboration,

idea sharing, productivity and personal connection, we deliver for our stakeholders -

clients, advisors, employees and shareholders. Our employees work in the office at least

four (4) days per week, with flexibility to work from home one (1) day per week. Some roles

may require additional in-office time or different in-office expectations, and specific

requirements will be discussed during the hiring process.

Base Pay Salary

The estimated base salary for this role is $93,400-$128,400 a 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.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Marketing/Product Management

Line of Business

AFG Ameriprise Franchise Group

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.