Director, Premier Retirement Income Desk Lead Director, Premier Retirement Income Desk Lead …

Ameriprise Financial, Inc.
in Minneapolis, MN, United States
Permanent, Full time
Be the first to apply
Ameriprise Financial, Inc.
in Minneapolis, MN, United States
Permanent, Full time
Be the first to apply
Director, Premier Retirement Income Desk Lead
Job Description

Premier Retirement Income (PRI) is a new, systematic approach to retirement wealth management that will bring together Ameriprise financial planning and investment management expertise, state-of-the-art tools and technology, and experience of advisors along with subject matter experts from across Ameriprise to drive documented, improved client outcomes while creating advisor practice efficiencies.
The Director, PRI Desk Lead role is being created to pull together the operational leadership needs for this firm-wide initiative. This role will provide direct representation for advisor/client experience from the start of the operations work, ownership of processes, filter for desk's true responsibilities, content packaging from the Investment Research Group, and trainer for all PRI desk personnel.


• Responsible for beta advisors, pilot advisors and assisting with the PRI national roll-out

• Build foundation for the advisor and client relationships/experiences with PRI service

• Continuously solicit advisor and client feedback to implement effective PRI service improvements

• Lead content intake from the Investment Research Group, Retirement Services and help shape messages and expertise into PRI advisor experience

• Partner closely with PRI Senior Service Manager and others across the project

• Assist in the further build out of desk resources, eventually leading the team

• Act as the point of contact for Ameriprise India PRI desk build and liaison across PRI business

Required Qualifications

• Bachelor's Degree
• 10+ years of applicable experience
• 3+ years of people leadership experience
• Active Series 7
• Active Series 24
• Active Series 63/65 or 66
• Demonstrated experience in leading large-scale program initiatives to successful completion and implementation
• Demonstrated experience with, at a minimum of three (3) or more of the following disciplines: Retirement, Estate Planning, Tax Loss Harvesting, Small Business, Asset Allocation, Portfolio Construction, Bucketing and Tax Efficient Strategies, etc.
• Experience working with advisors to assess the client needs, identify suitable strategies and make actionable recommendations

Preferred Qualifications

• Strong relationship building skills and sharing ideas to build a stronger outcome
• Strong communication and presentation skills with ability to influence others
• Ability to identify and resolve/mitigate issues or risks
• Strong understanding of financial planning process, related tools and Ameriprise products across all platforms
• Strong organizational skills
• Prior demonstration of successfully working directly with advisors and/or their offices to obtain information
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