Full-Time
Senior Marketing Manager
Investment Trust Marketing
Posted on 9/5/2025
Ameriprise Financial
10,001+ employees
Financial planning advice and financial advisors
No salary listed
London, UK
Hybrid
Job located in London; remote work is not indicated; hybrid or in-office requirements not specified beyond London location.
 Growth & Marketing (3) |
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- Demonstrable experience and strong understanding of direct-to-consumer channel and routes to market – able to gain immediate credibility and hit the ground running
- Unapologetically client focussed, yet commercially driven with strong understanding of financial drivers / business requirements, and strong budget management skills
- Ability to build strong, trusted relationships with key directors within Investment Trust Board members, influencing and negotiating at a senior level
- A reputation as a sophisticated marketing expert as demonstrated through past results
- Demonstrable experience developing marketing strategies within Financial Services and for Direct to Consumer businesses, from developing the plan, execution of activity and measurement and working within a highly regulated industry
- Sound knowledge of marketing including experience of the full media mix, promotions and communications relevant to end retail investors
- Experienced campaign manager with proven project management skill, from writing a strategically aligned brief, leading agency briefing through to execution, delivery, reporting and post-campaign analysis
- Proactive, accountable and prepared to take ownership
- Ability to lead and influence a matrix team to drive results
- Experience of managing external 3rd party relationships and suppliers
- Strong people management skills
- “Student of the game”; stays up to date on Marketing and industry trends
- Naturally creative, idea generating and prepared to challenge the norm
- Good knowledge of the investment management industry preferred
- Digital Marketing expertise, including paid media, SEO and Social Media
- Proficient copywriting skills to support enhancement of content developed internally and by agency partners
- Strong presentation skills, with senior stakeholders
- Strong written and verbal skills
- Strong change management skills
- High level of negotiation and influencing skills
- Experience with Workfront (or similar campaign management tool) would be beneficial
- Support development and effectively execute the marketing strategy for the investment trust client companies and leveraging the UK Direct to Consumer channel
- Achievement of marketing targets in line with agreed KPIs for the relevant business area, and Columbia Threadneedle Investments risk appetite
- Support the Head of Marketing in the management and effective influencing of key relationships with the Investment Trust Boards of Directors
- Development of marketing strategies to ensure all opportunities are maximised, managing our existing clients and establishing relationships externally, across the industry and in the distribution chain to maximise effectiveness
- Effectively execute all marketing activities within agreed budget
- Support Head of Channel Marketing (UK Direct) in successfully manging relationships with c.8 Investment Trust boards, including attendance at Boards, as required
- Work is close collaboration with the Head of Channel Marketing (UK Direct) to shape Investment Trust marketing strategies as well as independently work to follow through on commitments, implementation plans and establishing reporting frameworks
- Own and drive activation of Investment Trust marketing strategies and plans, tracking against KPIs and optimisation of activity to enable successful delivery externally as well as in line with Columbia Threadneedle risk appetite and policies
- Establish D2C platform provider relationships as a key distribution channel for Investment Trusts, leveraging both paid media and content pipeline opportunities
- Close planning partner with Columbia Threadneedle Distribution/Sales, Intermediary Marketing, Creative services and PR to maximise planning potential and driving outcomes for Investment Trusts
- Regular calibration of content strategies for Investment Trusts, working in partnership with the Senior Marketing Manager (UK Direct) to ensure briefs draw on strategic plans and Search Engine Optimisation (SEO) insights
- Develop individual Investment Trust social media strategies and plans, in line with their respective Board strategies
- Support activation of bespoke PR mandates for Investment Trusts, fully leveraging initiatives for amplification and supporting Head of External Comms and Head of Channel Marketing (UK Direct) to demonstrate effectiveness back to the respective Investment Trust boards
- Proactively assess emerging and evolving direct to consumer marketing needs, ensuring the Investment Trust marketing is on or ahead of relevant marketing trends, as well as overall positioning with key target audiences, that can be leveraged to the benefit of shareholding growth
- Ensure plans are aligned to our broader data driven, digital-first marketing approach, focused on deepening engagement with our various target audiences, as well as clearly supporting the commercial objectives of the business, and our investment trust clients
- Key role in leadership, management and development of a high performing Direct to Consumer Channel Marketing team, consistently leading by example and in line with company values and policies with immediate team as well as broader marketing team, and stakeholders - driving positive engagement throughout
- Collaborate with relevant distribution and investment leaders to understand overall business, product, and distribution strategy, aligning these with the broader marketing objectives, and effectively managing stakeholders on an ongoing basis
- Constructively challenge the norm to deliver significant step changes in client experience and commercial results
- Serve as an expert and advocate for appropriate use of our brand and direct to consumer marketing activities in accordance with broader corporate messaging and positioning, and brand and style guidelines
- Marketing qualification with significant experience in a client focussed and commercially led marketing role, ideally with an understanding and / or interest in financial products
- Good knowledge of the investment management industry preferred
- Experience with Workfront (or similar campaign management tool) would be beneficial
Ameriprise Financial provides financial planning and advisory services through its network of financial advisors. Its offerings include retirement planning, investment advice, and strategies to manage risk and cash flow, with emphasis on helping clients improve retirement readiness and make informed financial decisions. The company combines financial planning concepts with investment advisory services through Ameriprise Financial Services, Inc., and leverages a nationwide advisor network, independent planning insights, and FINRA/SIPC-registered compliance. Differences from competitors come from a personalized, advice-driven approach tied to retirement goals and a broad suite of planning resources, not just product sales, supported by educational content and planning tools. The goal is to help clients plan for their dreams today and tomorrow by delivering tailored guidance, planning strategies, and ongoing financial support through trusted financial advisors.
Company Size
10,001+
Company Stage
IPO
Headquarters
Minneapolis, Minnesota
Founded
1894
Simplify's Take
What believers are saying
- Huntington Bank $28B asset transfer with 260 advisors closes Q4 2026.
- Advice and wealth management revenue grew 14% YoY to $3.18B.
- Net outflows improved to $5.9B in Q1 from $18.3B prior year.
What critics are saying
- Advisor attrition accelerates as competitors aggressively recruit; departures expected through Q3.
- March 2026 data breach exposed SSNs and account numbers; class action litigation underway.
- FINRA $1.4M settlement signals systemic compliance gaps in supervisory controls.
What makes Ameriprise Financial unique
- 132-year heritage with 10,000 advisors and $1.6 trillion assets under management.
- Integrated advice-led model combining fee-based wealth management with insurance solutions.
- Fiduciary advisor network providing personalized financial planning across retirement, tax, estate.
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Benefits
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Company News
Ameriprise Financial has announced that longtime advisor group leader Pat O'Connell will retire this summer, with Bill Williams taking oversight of all advisor channels, recruiting and institutional business. The firm has also secured a $28 billion asset transfer from Huntington National Bank. The leadership transition and Huntington asset win reinforce Ameriprise's advice-led wealth model, though near-term sensitivity to advisor recruiting costs and asset management outflows remain key risks. The Huntington transfer directly supports the company's core strategy of growing fee-based assets and deepening client relationships. Ameriprise's narrative projects $21.3 billion revenue and $4.1 billion earnings by 2029, requiring 4.1% annual revenue growth. Analysts suggest the developments could support the bullish outlook, with some projecting a fair value of $570, representing 28% upside.
Ameriprise wealth exec Pat O'Connell to step down. April 9, 2026 Patrick H. O'Connell, who oversees Ameriprise Financial's 2,200-advisor employee channel and its partnerships with third-party banks and credit unions, is stepping down to retire effective June 1, according to a source familiar with the matter. O'Connell, who spent his 34-year career at the firm and was based in New York, has been president of Ameriprise Advisor Group, the employee segment, since 2013, according to his company biography. He assumed responsibility for its financial institutions group serving third-party banks and credit unions in 2017 and has overseen recruiting across the company since 2024. Bill Williams, who leads the roughly 8,200 advisors at Ameriprise's franchisee business, has been named as O'Connell's replacement in addition to his current role, the same source said. Williams is based in Ameriprise's Minneapolis headquarters. "After 34 years with the firm, Pat O'Connell has decided to retire this summer as part of a thoughtful transition," an Ameriprise spokesperson wrote in a statement. "We wish him all the best in his retirement and thank him for his exceptional service to our clients, advisors, employees and the firm." O'Connell did not immediately return a request for comment sent through LinkedIn. Ameriprise executives have acknowledged challenges with traditional broker recruiting as rivals have stepped up hiring offers. It last year stopped reporting broker headcount. The executive shuffle could be intended to revitalize its growth, said industry recruiter Phil Waxelbaum. "Clearly, Ameriprise needed to make a change," Waxelbaum said. "There has been stagnation relative to their peer group." The executive shuffle is the second in as many years after O'Connell took over responsibility for recruiting from Manish Dave in October 2024. O'Connell had recently notched a win for its institutional division, an increasingly competitive business serving third-party banks and credit unions. The firm in February added Columbus, Ohio-based Huntington Financial Advisors, which included 260 advisors managing around $28 billion at Huntington Bank. O'Connell started his career as a financial advisor at Ameriprise in 1992 before climbing the corporate ladder through a number of field management roles from leading its Delaware and Philadelphia markets, its Northeast region and then all of the East Coast, according to his corporate biography. Williams, a member of Ameriprise's Executive Leadership Team, joined Ameriprise as a financial advisor in 1989, according to his firm biography. He similarly held a variety of leadership positions before taking over as head of the independent unit in 2008. Williams did not immediately return a request for comment sent through LinkedIn. No Comments Your email address will not be published. Required fields are marked * The two Naples, Florida-based advisors had spent a combined 44 years at the wirehouse. Apr 9, 2026 Apr 8, 2026 Apr 2, 2026 Apr 1, 2026
Two financial advisors managing $140 million in client assets have joined Ameriprise Financial's independent channel from Key Investment Services. Jeff Flamm and Kevin Smith joined Beyond Wealth Advisors, an established Ameriprise practice led by Joshua Lake in Ohio and Indiana. The advisors cited several reasons for the move, including access to comprehensive financial planning tools, greater business ownership whilst maintaining firm support, and a collaborative team environment. They also emphasised long-term continuity planning for their practice. Beyond Wealth Advisors now comprises 11 financial advisors and 11 support staff managing over $1.1 billion in combined client assets. Ameriprise has attracted approximately 1,700 experienced financial advisors over the past five years.
Ameriprise to pay $1.4M over lapsed supervision of annuity exchanges: Finra. April 6, 2026 Ameriprise Financial agreed to pay more than $1.4 million over allegations that it failed to adequately supervise recommendations involving certain variable annuity exchanges with guaranteed lifetime withdrawal benefit riders. The sanctions included a $450,000 fine and more than $993,000 in restitution, according to a Financial Industry Regulatory Authority settlement letter on Friday. Finra additionally censured the firm. Minneapolis-based Ameriprise accepted the findings without admitting or denying them. The firm violated Finra rules, including one that requires firms to maintain "reasonably designed" supervisory systems, and another that mandates brokers review and approve of deferred variable annuity purchases or exchanges, according to the settlement. It also violated Finra's catch-all Rule 2010 mandating "high standards" of conduct. Between January 2015 and December 2018, Ameriprise failed to establish and maintain a supervisory system, including written procedures, reasonably designed to oversee recommendations of variable annuity exchanges in which both the original and replacement contracts included optional GLWB riders, according to the settlement. GLWB riders allow clients, once they reach a certain age, to receive guaranteed annual withdrawals for life. The withdrawal amounts are based on a "benefit base" that reflects their contributions and growth in the account, Finra wrote in the settlement, which noted that Ameriprise discontinued selling the GLWB riders at issue after June 2022. Ameriprise brokers allegedly recommended that clients exchange existing annuities for new contracts offering updated GLWB riders with "growth credit" features, according to the settlement. These features might have increased a client's benefit base if withdrawals had not yet begun, but typically charged higher fees than the original riders. Finra wrote in the settlement that Ameriprise recommended 114 exchanges involving customers who were already eligible to begin lifetime withdrawals on their original annuities and either intended to begin or had begun withdrawals shortly after their exchange. As a result, those clients generally did not receive sufficient benefit from the growth credit feature to offset the higher costs. The customers incurred $8,718 on average in additional costs due to the exchanges, according to the settlement. Finra said Ameriprise failed to provide its brokers with adequate guidance for evaluating whether customers would benefit from delaying withdrawals long enough to justify the higher fees associated with the newer riders, which applied over the life of the contract. An Ameriprise spokesperson said the firm is "pleased to have resolved this matter" which involved "a very small number of variable annuity transactions from many years ago." The settlement did "not state that the transactions were unsuitable for clients" and the firm remains confident in its current supervisory program, the spokesperson added. Prior to 2010, Ameriprise had sold variable annuities that offered optional GLWB riders for an additional fee, according to the settlement. Those riders provided guaranteed lifetime withdrawals once a client reached a certain age, with the withdrawal amount based on a guaranteed income base tied to premiums and account value growth. * on Apr 6 2026, Hugh J says: I assume that comes out of Cracchiolo's bonus? Reply to Hugh J Your email address will not be published. Required fields are marked * Broker managed $645 million in assets, according to a spokesperson for the hiring firm. Apr 6, 2026 Apr 3, 2026 Apr 2, 2026
208 Ameriprise Financial advisors named to the Forbes "Top Women Wealth Advisors Best-in-State" List. 2 minutes read MINNEAPOLIS-(BUSINESS WIRE)-Ameriprise Financial, Inc. (NYSE: AMP) announced that 208 of its financial advisors have been named to the Forbes "Top Women Wealth Advisors Best-In-State" list, an honor recognizing advisors who demonstrate competitive leadership, business performance, and deep impact on their clients and communities. The advisors selected for the list represent the highest tier of professionals across the country - chosen through a rigorous review of thousands of submissions from top-performing women in wealth management. "We're honored to see so many of our financial advisors receiving this well-deserved recognition," said Bill Williams, Executive Vice President and President of the Ameriprise Independent Advisors & Ameriprise Personal Wealth Groups. "By leveraging the full strength and scope of Ameriprise, our advisors provide clients with clarity, confidence and outcomes that distinguish our premium brand in the marketplace." "Congratulations to each Ameriprise Financial advisor recognized this year," said Pat O'Connell, Executive Vice President and President of the Ameriprise Advisor & Ameriprise Financial Institutions Groups. "The advisors featured on this list exemplify the very best of our profession. They bring insight, innovation, and genuine care to every client interaction. Their dedication not only delivers meaningful outcomes for clients and families - it elevates the standard of excellence across our business." The full list of Forbes "Top Women Wealth Advisors Best-in-State" can be found at Forbes.com. About Ameriprise Financial At Ameriprise Financial, The AI Journal Ltd. has been helping people feel confident about their financial future for more than 130 years[1]. With extensive investment advice, global asset management capabilities and insurance solutions, and a nationwide network of more than 10,000 financial advisors, The AI Journal Ltd. has the strength and expertise to serve the full range of individual and institutional investors' financial needs. [1] Company founded June 29, 1894. Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client's experience and are based on data from the previous two calendar years. Neither Ameriprise Financial nor its financial advisors pay a fee in exchange for these rankings or their use. Ameriprise Financial and/or its financial advisors can pay Forbes/SHOOK Research for additional advertising-related materials. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Ameriprise Financial cannot guarantee future financial results. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Investment advisory products are made available through Ameriprise Financial Services, LLC., a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.