Senior Director – Advisor Consulting
Threadneedle group, Minneapolis, MN, United States
About Our Company
Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.
We're intentionally built to help you succeed. Our reach is expansive with a Columbia Threadneedle Investments global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses—Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.
Job Description Columbia Threadneedle Investments is seeking a Senior Director, Advisor Consulting to join our Advisor Consulting & Development team. This highly visible, client‑facing role plays a critical part in shaping and delivering the insights, education, and strategic guidance that help financial advisors better serve their clients and grow their practices.
You will serve as a thought leader and subject matter expert on financial planning topics. Working closely with advisors, wealth management home offices, sales partners, and internal business stakeholders, you will help define program priorities, craft impactful content, and deliver actionable ideas that drive advisor success.
Key Responsibilities
Identify key industry trends and emerging issues impacting financial advisors, including financial wellness and holistic planning strategies.
Shape and refine strategic focus areas for the Advisor Consulting & Development program—balancing short term advisor needs with long term industry dynamics.
Deliver compelling presentations, keynote sessions, workshops, and one on one consulting to financial advisors across multiple channels.
Partner with Sales, National Accounts, and Marketing to align messaging, content, and go‑to‑market strategies.
Develop and promote actionable content, thought leadership, and messaging frameworks.
Train internal teams on program themes, insights, and delivery best practices.
Represent Columbia Threadneedle at conferences, client events, and industry forums as a subject matter expert.
Required Qualifications
Bachelor’s degree.
10–15 years of financial services experience, ideally within asset management or wealth management.
Experience working directly with financial advisors and/or clients.
Strong presentation, communication, and storytelling skills.
Proven ability to collaborate and influence across internal and external stakeholder groups.
Ability to translate complex financial planning topics into clear, practical guidance.
Experience writing thought leadership or developing high‑impact presentation content.
Preferred Qualifications
Professional credentials such as CFP®, CIMA®, or CPWA®.
Background in financial planning topics such as retirement, workplace wealth, tax strategy, or small business planning.
Entrepreneurial mindset with the ability to build, shape, and scale new programs or content areas.
Who You Are You are a forward‑thinking, client‑centric leader who brings curiosity, initiative, and a passion for helping financial advisors succeed. You thrive in a collaborative environment and bring a mix of strategic thinking, technical expertise, and exceptional communication skills. You enjoy creating ideas that inspire action and making a measurable impact on advisor growth and client outcomes.
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 $171,700–$236,400/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 Marketing/Product Management
Line of Business AMINV US Asset Management
Columbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to fostering an inclusive and performance‑based culture where everyone can belong, grow, contribute and realise their potential.
Columbia Threadneedle 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.
#J-18808-Ljbffr
Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.
We're intentionally built to help you succeed. Our reach is expansive with a Columbia Threadneedle Investments global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses—Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.
Job Description Columbia Threadneedle Investments is seeking a Senior Director, Advisor Consulting to join our Advisor Consulting & Development team. This highly visible, client‑facing role plays a critical part in shaping and delivering the insights, education, and strategic guidance that help financial advisors better serve their clients and grow their practices.
You will serve as a thought leader and subject matter expert on financial planning topics. Working closely with advisors, wealth management home offices, sales partners, and internal business stakeholders, you will help define program priorities, craft impactful content, and deliver actionable ideas that drive advisor success.
Key Responsibilities
Identify key industry trends and emerging issues impacting financial advisors, including financial wellness and holistic planning strategies.
Shape and refine strategic focus areas for the Advisor Consulting & Development program—balancing short term advisor needs with long term industry dynamics.
Deliver compelling presentations, keynote sessions, workshops, and one on one consulting to financial advisors across multiple channels.
Partner with Sales, National Accounts, and Marketing to align messaging, content, and go‑to‑market strategies.
Develop and promote actionable content, thought leadership, and messaging frameworks.
Train internal teams on program themes, insights, and delivery best practices.
Represent Columbia Threadneedle at conferences, client events, and industry forums as a subject matter expert.
Required Qualifications
Bachelor’s degree.
10–15 years of financial services experience, ideally within asset management or wealth management.
Experience working directly with financial advisors and/or clients.
Strong presentation, communication, and storytelling skills.
Proven ability to collaborate and influence across internal and external stakeholder groups.
Ability to translate complex financial planning topics into clear, practical guidance.
Experience writing thought leadership or developing high‑impact presentation content.
Preferred Qualifications
Professional credentials such as CFP®, CIMA®, or CPWA®.
Background in financial planning topics such as retirement, workplace wealth, tax strategy, or small business planning.
Entrepreneurial mindset with the ability to build, shape, and scale new programs or content areas.
Who You Are You are a forward‑thinking, client‑centric leader who brings curiosity, initiative, and a passion for helping financial advisors succeed. You thrive in a collaborative environment and bring a mix of strategic thinking, technical expertise, and exceptional communication skills. You enjoy creating ideas that inspire action and making a measurable impact on advisor growth and client outcomes.
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 $171,700–$236,400/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 Marketing/Product Management
Line of Business AMINV US Asset Management
Columbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to fostering an inclusive and performance‑based culture where everyone can belong, grow, contribute and realise their potential.
Columbia Threadneedle 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.
#J-18808-Ljbffr