CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
The Director of Mutual Fund Distribution will be responsible for managing the strategic priorities of the Full Participation Firm program within the Wealth Management Solutions organization (WMS) through management of a small team. More specifically, the candidate will be responsible for overall relationship management of our 29 Full Participation firms, focusing on strategically managing the engagement of these firms across the organization. This requires a strong understanding of Ameriprise and the partner firm's initiatives to align business strategy/products in an effort to help achieve sales goals within Retail Brokerage and Advisory Solutions. This role is involved with the development of product strategy and policy, as well as representing the partner firms in cross-organizational initiatives associated with management of the mutual fund product line and value-add content.
External Partner Relationships:
Build and manage business relationships with external firm representatives and proactively integrate their goals and priorities into business segment initiatives across the company
Along with Strategic Relationship Managers, implement the strategic business planning process and ongoing quarterly business reviews for all full participation firms
Create and track full participation firm sales goals
Participate in meetings with senior leaders from external partner firms - includes National Accounts, Sales Managers, Research, and Marketing
Understand firm value-add content to increase usage in the field, drive partner firm participation at conferences and manage opportunities for various marketing channels
Provide thought leadership in the development and implementation of targeted sales strategies
Internal Partner Relationships:
Collaborate with other WMS product managers in managing partner firm relationships related to other products including structured products, private real estate, syndicate offerings, UITs, ETFs
Build and maintain relationships with internal business partners and their leaders (Clearing, Service Delivery, Marketing, Communications, Legal, Compliance, etc.)
Strategically manage the partner firm engagement program
Provide daily people leadership through effective coaching and feedback to three Strategic Relationship Managers
Support placement and sales of funds in our Advisory Solutions suite
Management of fund firm agreements that includes economic changes and annual rate audit
Annual planning and management of partner firm sponsorship: o Includes cross collaboration with business partners to consolidate opportunities and create partner firm brochure o Work with accounting to ensure payment of sponsorship and distribution of recoveries to business owners
Lead and support improvements to business processes and procedures via a thorough knowledge of the mutual fund offering and competitive landscape
Serve as a department business leader for product compliance, field training and implementation, marketing and operations
7+ years' experience in the financial services industry, preferably within product management and a background in mutual funds
Understanding of product sales processes
Detail-oriented self-starter with exceptional interactive people skills
Ability to influence and collaborate with others at all levels to drive results
Strategic and forward-thinking mindset
Strong analytic, negotiation and organizational skills with ability to manage multiple competing priorities.
Proven experience in people leadership
Demonstrated responsiveness and urgency in meeting and exceeding business partners' needs
Ability to lead the management of relationships, problem solving and driving results with a demonstrated desire for attainment of expert knowledge.
Possess the ability to quickly understand complex or ambiguous issues; troubleshoot.
Demonstrated strong decision making in a changing environment
Experience working and communicating with advisors as well as vendor firms
Knowledge of advisory platforms and 529 Plans
Active FINRA Series 7 License or ability to obtain within 120 days
MBA or equivalent graduate degree
Strong knowledge of the Ameriprise advisor platforms and sales processes
Previously demonstrated performance in a sales influenced role
About Our Company
With the right company, life can be brilliant. At Ameriprise, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You'll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial.