Vice President, Head of Wealth Management Product Communications, Marketing & Education

We are seeking a Vice President, Head of Wealth Management Product Communications, Marketing & Education to provide leadership and strategic direction for the Advice & Wealth Management (AWM) Product Communications, Marketing, Education team spanning Wealth Management Solutions (WMS) and Banking and Cash Solutions (BCS) for all products offered in AWM (35+ product categories, containing ~2,800+ products/strategies across 6 product lines (Advisory, Capital Markets, Alternatives, 3rd Party, Retirement, Banking). This includes developing and executing campaigns and initiatives to communicate product features and changes and to drive growth and adoption. Reporting into the Executive Vice President of Wealth Management Solutions (WMS), you will be part of the WMS Senior Leadership Team and partner with others across the Enterprise to drive success.

Key Responsibilities

• Lead the AWM Wealth Management Product Communications/Marketing/Education team to implement strategic communications and marketing initiatives for AWM product lines to help drive sales and revenue. Participate in driving education initiatives for advisors on product features to support sales. Covers over 35+ product categories containing ~2,800+ products across 6 main product lines (Advisory, Capital Markets, 3rd Party, Retirement, Banking, Alternative Investments).
• Provide strategic direction for Product Communications/Marketing/Education teams and adapt strategies to changing circumstances as required. Clearly communicate the strategic direction to team and key partners. Provide strategic leadership to deliver a world class advisor experience for product information sharing and supporting growth.
• Direct the execution of product campaigns, communication/marketing, and education initiatives. Weigh in and participate in the development and execution of event strategies as deployed across AWM Products.
• Lead projects as assigned, on time and within budget, including cross team/department projects as required. Partner with product development, product sales consulting, field staff, finance and corporate marketing/communications and others to drive product messaging and positioning in an effort to increase sales. Listen across to look for and solve for trends.
• Ensure effective controls are in place to proactively manage risk and remain in compliance with company policies and procedures.
• Manage the budget for areas of responsibility and work to identify and solve potential challenges and opportunities.

Required Qualifications

• Minimum of fifteen years of experience within the wealth management industry including experience with product communications, marketing and education for investment and banking products.
• Experience in advisor communication and marketing, as well as direct-to-client marketing in a multi-channel, multi-factor, and data driven environment.
• Ability to lead across the enterprise to align strategies and execute in a matrixed organization.
• Demonstrated leadership responsibility for a team of professionals responsible for product marketing, communications, and education.
• Excellent financial acumen across all areas of responsibility.
• Proven track record of effective people leadership including leading through change
• Series 7 & 24 required, along with deep appreciation of licensing needs and business application.
• Bachelor’s degree or equivalent experience; masters preferred.

Preferred Qualifications

The ideal candidate will lead by example, having a strong product communications and marketing background with deep subject matter experience to shape the Ameriprise Advisor and Client Experience. A strong leader who leads with vision and inspiration who has an accomplished history of leading strategic product changes across multiple product lines, including investment and banking solutions. A heavy emphasis will be placed on the ability to build collaborative relationships with key stakeholders across the enterprise. This person should understand the benefits of working within a large organization and servicing advisors and clients, along with the benefits of strong relationships with field leadership and other internal stakeholders. This includes having the ability to influence in a matrixed environment and at all levels, including Executive Leadership up through and including the CEO. This role will be expected to contribute as a member of the AWM WMS Leadership Team and bring an informed point of view to strategic discussions.

The preferred candidate is expected to think strategically, creatively, and drive innovation with a focus on continuous improvement. It will be important that this individual build and develop talent, manage performance, and have a proven