Key Responsibilities
Manage carrier relationships
Provide insights and actionable recommendations to support advisor and client experience improvements
Assist in due diligence of carriers, products and concepts
Support firm recruiting efforts
Develop effective and relevant advisor education and training opportunities
Guide carrier and product onboarding process
Provide support for annuity sales desk
Support annuity related initiatives
Required Qualifications
Bachelor's degree or equivalent experience with 5+ years financial services experience, preferably in annuity product management
Excellent strategic and analytical skills to solve complex problems and identify new product solutions along with attention to detail and personal accountability
Relationship and Project Management experience preferably with background in annuities
Strong written and verbal communication skills, organizational skills and proficiency in Microsoft Excel
Knowledge of laws and regulations related to broker dealer responsibilities with regard to annuity products preferred
Active Series 7 or the ability to obtain within 120 days
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.
Base Pay Salary
The estimated base salary for this role is $90,000 - $110,000 / 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 insurance.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.
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FPPS Wealth Management Solutions