Vice President, Retirement Research, Investment Research Group

Boston, Massachusetts (US)
11 May 2021
10 Jun 2021
Employment Type
Full Time

Vice President, Retirement Research, Investment Research Group

At Ameriprise Financial, we are guided by our vision to be the most respected and referred financial services firm. Our work makes a difference in people’s lives. As one global team we serve our clients with integrity, respect, and a commitment to excellence in everything we do. Great service takes great people. In addition to our very competitive total rewards package, employees stay with us because of our culture and commitment to their development. At Ameriprise, you’ll have the tools, resources, recognition, and rewards to help you shape the career you want.


The Vice President, Retirement Research, will serve as the Ameriprise Investment Research subject matter expert on retirement income topics and their intersection with financial planning solutions and overall wealth management strategy and product solutions. This includes retirement income generation approaches, asset “location” strategies, long-term retirement asset allocation models, capital market assumptions, and investment drawdown and ”decumulation” strategies.


  • Providing support for the ongoing vision and development of Ameriprise retirement income and financial planning-related tools and software that financial advisors use with their clients. Examples could include working with internal operations teams, desks or directly with financial advisors as a subject matter expert to understand issues they face in individual retirement planning cases and identifying ways to address their concerns.
  • Partnering with internal Ameriprise teams (financial advice and planning, wealth strategies, retail retirement solutions, marketing, corporate communications) and business units (such as Columbia Threadneedle Investments and RiverSource Insurance & Annuities) to serve financial advisors and clients, especially those with unique retirement income cases and needs.
  • Creating/publishing research white papers, articles, and other content for financial advisors and clients regarding retirement income topics such as social security decisions, portfolio construction, use of annuities and guaranteed income sources, portfolio withdrawal considerations, among other topics, which tie back to our over-arching financial planning and Global Asset Allocation Committee philosophy

This is a high visible role that provides significant thought leadership to key stakeholders in an effort to  advance Ameriprise capabilities regarding retirement needs. Ideal candidates possess thought leadership in retirement strategy and have a pulse on industry trends and the competitive landscape as well as a forward thinking mindset.  Most Important Attributes include:

  • Visionary - looks forward and creatively evolves to meet member needs. Has a visionary and creative approach to achieve goals.
  • Collaborative: Effectively builds relationships internally and externally. Pulls together multiple stakeholders to pursue goals to achieve results.
  • Respectful. Appreciates the benefits of diverse backgrounds and perspectives. Integrates different ideas. Places customers' and team members' interests ahead of own interests
  • Integrity-centered. Is trustworthy, truthful, and transparent in all aspects of work. Keeps commitments to external and internal parties. Holds self strictly accountable.
  • Humble. Learns, adapts, and improves relentlessly. Seeks feedback without insecurity and implements coaching. Recognizes others' contributions gratefully. Approaches work and relationships with an abundance mentality
  • Adaptable. Responds resourcefully to new demands and challenges.
  • Passionate. Self-starts and stays highly motivated to achieve aggressive goals. Shares contagious energy and enthusiasm liberally. Strong appetite for progress and excellence.
  • Entrepreneurial. Rolls up sleeves and does real work. Sees opportunity and pursues full potential. Works quickly, intelligently, and flexibly.


  • Bachelor's Degree in Finance, Accounting, Investments, or other relevant focus areas
  • 15+ years of relevant research experience, with a minimum of 10 years of experience focused on retirement research and strategic analysis
  • Strong communication skills - both written and verbal
  • Strong quantitative skills with the ability to combine investment knowledge and technical expertise to produce effective results
  • Proven ability to manage multiple priorities; ability to adapt to changing priorities
  • Experience with analytical software to analyze investments (examples: Excel, Access, FactSet, Morningstar Direct)
  • Experience managing professional relationships with third party institutions and vendors
  • Ability to work effectively as a part of a team
  • Strong network of connections and relationships across the Industry
  • Self-motivated; ability and willingness to seek out work and the drive to accomplish goals
  • Ability to conduct business analysis and requirements gathering
  • Attention to detail, logical/critical thinking, and analysis skills
  • Active Series 7 or the ability to obtain within 120 days

Preferred Qualifications:

• Advanced Degree

• Advanced certifications such as CFA, CAIA, CFP, RICP, CIMA

• Prior experience with people leadership

• Direct or exposure to portfolio management tactics and strategies

• Expertise in asset allocation, manager combinations and portfolio structuring

• Active Series 24 (or the willingness to obtain)





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