Planning Director Jobs in Rochester, MI (NOW HIRING)

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
The Director of Macroeconomic Strategy supports forward-looking market/economic analysis that informs Ameriprise's investment strategy, asset allocation, and advisor/client guidance. The role enhances the firm's market and economic research capabilities through forecasting frameworks, analytical models, dashboards, publications, and communications that identify risks, opportunities, and investment implications. Working closely with senior investment leaders, the position translates complex market and economic developments into actionable insights for clients and advisors.
The Director of Macroeconomic Strategy primarily supports the Chief Market Strategist and Chief Economist at Ameriprise Financial. The role helps facilitate the following:
Market & Economic Strategy Support: Partner with the Chief Market Strategist and Chief Economist to develop market and economic outlooks, investment themes, scenario analyses, and forward-looking perspectives. Help evaluate the implications of changing market and economic conditions for asset allocation, portfolio positioning, and advisor/client guidance.
Research and Analysis: Conduct independent analysis of economic indicators, financial markets, earnings trends, valuations, monetary policy, and cross-asset developments. Identify emerging risks, opportunities, and shifts in market and economic conditions that may influence investment outcomes and portfolio decisions.
Models, Forecasting, and Dashboards: Build, support, and enhance the firm's market and economic forecasting frameworks, analytical models, dashboards, and scenario analysis capabilities. Develop systematic approaches for monitoring growth, inflation, policy, valuations, market conditions, and other indicators used to inform the firm's market and economic outlook
Publications and Communications: Develop and contribute content for market and economic publications, including Ameriprise's Before the Bell, Did You Know, After the Close, Weekly Market Perspectives, Economic Perspectives, market commentaries, presentations, and other advisor- and client-facing communications. Translate market and economic developments into clear, actionable insights that support investment decision-making and are consumable by retail investors.
Engagement and Innovation: Support market and economic presentations, advisor and client events, media-related activities, video content, and other thought-leadership initiatives across the firm. Leverage Bloomberg, FactSet, AI-enabled research tools, and other technologies to expand market/economic research capabilities, improve analytical workflows/messaging, and strengthen research scalability.
Preferred location is Troy, Michigan, but qualified candidates will be considered in Minneapolis, MN or Charlotte, NC.
Required Qualifications:

• 10+ years' experience in investment research, portfolio management, or strategy
• Bachelor's degree or equivalent
• FINRA Series 7 required upon hire
• Active State securities agent registration (S63 or S66) or ability to obtain within 90 days
• Active State IAR registration (S65 or S66) or ability to obtain within 90 days

Preferred Qualifications:

• Advanced degree in economics or finance, Chartered Financial Analyst (CFA), or Chartered Market Technician (CMT)
• Strong knowledge in market and economic analysis
• Excellent communication skills both written and verbal
• Extensive knowledge base and understanding of various investment types (e.g. equities, fixed income, alternatives, etc.)
• Proficiency in modeling skills with the ability to combine investment knowledge and technical expertise to produce effective results
• Proficiency in Bloomberg and/or FactSet
• Retail advisor/client experience
• Ability to communicate complex topics in understandable terms

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 $140,200 - $192,800 / 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
Business Support & Operations
Line of Business
FPPS Wealth Management Solutions
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.