Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Vice President, Equity Research, Wealth Management Solutions

$196.7k - $270k

Ameriprise Financial Services, Inc.

About Our CompanyWe’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 DescriptionThe Vice President, Equity Research position will lead and evolve the equity research function supporting Wealth Management Solutions and the Investment Research Group. The role sets research standards, manages analyst coverage, develops research talent, and ensures research output directly supports portfolio construction, security selection, monitoring, model changes, and advisor-facing communication. In this highly visible leadership role, you will shape research strategy, develop a high-performing team of analysts, and ensure investment insights directly influence portfolio construction, security selection, and advisor guidance. You will play a critical role helping build scalable research capabilities that support growth, investment excellence, and client outcomes.Key ResponsibilitiesLead, coach, and develop the equity research team, establishing clear expectations for research quality, coverage responsibilities, performance, and professional growth.Define and oversee research methodologies, standards, and quality controls across investment recommendations, financial models, valuation frameworks, and written research publications.Direct equity coverage strategy, including sector assignments, analyst onboarding, succession planning, and continuity of coverage during the transition to the new portfolio management structure.Partner closely with portfolio managers and cross-functional stakeholders to align research priorities with portfolio construction, governance, compliance, product, and advisor engagement needs.Lead recruiting, onboarding, and talent pipeline efforts to build a scalable research organization capable of supporting future business growth.Oversee advisor-facing research content, market commentary, webinars, and investment communications to ensure consistency, relevance, and regulatory alignment.Lead, coach, and develop the equity research team, establishing clear expectations for research quality, coverage responsibilities, performance, and professional growth.Define and oversee research methodologies, standards, and quality controls across investment recommendations, financial models, valuation frameworks, and written research publications.Direct equity coverage strategy, including sector assignments, analyst onboarding, succession planning, and continuity of coverage during the transition to the new portfolio management structure.Partner closely with portfolio managers and cross-functional stakeholders to align research priorities with portfolio construction, governance, compliance, product, and advisor engagement needs.Lead recruiting, onboarding, and talent pipeline efforts to build a scalable research organization capable of supporting future business growth.Oversee advisor-facing research content, market commentary, webinars, and investment communications to ensure consistency, relevance, and regulatory alignment.Qualifications12+ years of equity research experience, including expertise in fundamental analysis, financial modeling, valuation, and investment thesis development, with 5+ years leading research analysts or investment professionals.Bachelor's degree in Finance, Economics, Accounting, Business, or a related field; Master of Business Administration, Chartered Financial Analyst designation, or advanced degree preferred.Series 86/87, 65, 66, or other applicable licensing/registration, or ability to obtain required licenses within an established timeframe.Experience within asset management, investment advisory, separately managed account, institutional investment, or equity research environments; experience supporting portfolio implementation structures is preferred.Strong ability to scale research processes, establish governance standards, and drive high-quality investment decision support across a growing platform.Exceptional written and verbal communication skills, with the ability to influence senior leaders, portfolio managers, advisors, and cross-functional stakeholders.Base Pay SalaryThe estimated base salary for this role is $196,700 – $270,000 per 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-TimeFull timeExempt/Non-ExemptExemptJob Family GroupBusiness Support & OperationsLine of Business FPPS Wealth Management SolutionsAmeriprise 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.SummaryLocation: Minneapolis, Minnesota; Charlotte, North Carolina; Troy, MichiganType: Full time

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Vice President, Equity Research, Wealth Management Solutions in Charlotte, NC vacancy
  • $90k - $120k

     ...supporting cross‑sell opportunities within Workplace Wealth Solutions• develop a deep understanding of each client’s...  ...of the key growth engines within Global Wealth Management. WWS is a leading provider of retirement, equity compensation, and financial wellness solutions... 
    Employment Equity
    Full time
    Flexible hours

    UBS

    Charlotte, NC
    1 day ago
  • $250k

     ...experiences yield more innovative solutions. This is reflected in our...  ...for an Investment Banking Vice President on our Healthcare Services...  ...and financial modelingClient management skillsAbility to build relationships...  ...mergers and acquisitions, equity and debt capital markets,... 
    Employment Equity
    Full time

    Piper Sandler Companies

    Charlotte, NC
    1 day ago
  •  ...Vice President, Principal Owner Development & Growth About the Company Top-tier...  ...Type Privately Held, Private Equity-backed Founded 1860 Employees...  ...stakeholders, including those in client solutions, wealth management, compliance, and legal. Hiring Manager... 
    Employment Equity
    Home office

    Confidential

    Charlotte, NC
    17 hours ago
  •  ...families on building, preserving and managing their wealth. You will use your knowledge of investments...  ...advice, developing thoughtful solutions and delivering an exceptional client experience...  ...with and in-depth knowledge of the equity and fixed income markets and... 
    Employment Equity
    Temporary work
    Work experience placement
    Local area

    JPMorgan Chase & Co.

    Charlotte, NC
    2 days ago
  •  ...Vice President of Originations About the Company Vertically integrated...  ..., and securing preferred equity and stretch senior...  ...where the company's capital solutions are a good fit, as well as maintaining...  ..., and the ongoing asset management of closed investments. Applicants... 
    Employment Equity
    Remote work
    Flexible hours

    Confidential

    Charlotte, NC
    2 days ago
  •  ...Vice President, Asset Management About the Company Mission-driven organization providing facilities financing solutions to charter schools Industry Civic & Social Organization...  ...demonstrated advocacy for diversity, equity, and inclusion. The position also... 
    Employment Equity

    Confidential

    Charlotte, NC
    3 days ago
  •  ...Vice President of Product Management About the Company Innovative provider of marketing & sales solutions for B2B companies Industry Marketing...  ...Privately Held, Private Equity-backed Founded...  ...ux voice of customer research sales enablement... 
    Employment Equity

    Confidential

    Charlotte, NC
    3 days ago
  • $200k - $250k

     ...today and tomorrow.Ascensus is launching a first-of-its-kind solution designed to bring 529 education savings and ABLE plans into the...  ...collaborating closely with Product, IT, Operations, and Relationship Management teams to bring the vision to life.NOTE: There is only one... 
    Full time
    Work at office
    Remote work

    Ascensus

    Charlotte, NC
    2 days ago
  • $117.44k - $176.16k

     ...Creates FTP reporting to guide management decision making Role Overview The FTP Execution Vice President (VP) is responsible for...  ...for CTP components, including Equity Charge/Credit framework, TLAC...  ...building consensus around proposed solutions Engage with Second Line of... 
    Employment Equity
    Full time
    Local area

    Citigroup Inc

    Charlotte, NC
    2 days ago
  • $225.6k - $338.4k

     ...future. The Hartford is hiring a Vice President, Applied AI - Employee...  ...AI, and predictive analytics solutions while influencing enterprise...  ...evaluation, monitoring, model risk management, and responsible AI...  ...lead a domain-level Applied AI research and innovation agenda,... 
    Full time
    Temporary work
    Work at office
    Remote work
    3 days per week

    The Hartford Financial Services Group

    Charlotte, NC
    13 hours ago
  •  ...Vice President of Global Channels About the Company Leading provider...  ...storage & file sharing solutions Industry Computer...  ...Privately Held, Private Equity-backed Founded 1999...  ...integration with content management systems automation data... 
    Employment Equity
    Remote work
    Work from home
    Worldwide

    Confidential

    Charlotte, NC
    2 days ago
  •  ...Regional Vice President of Sales About the Company Leading insurance...  ...Privately Held, Private Equity-backed Founded 2011 Employees...  ...captives and captive management captive management...  ...trusted advisor to deliver solutions that reduce risk, maximize cost... 
    Employment Equity

    Confidential

    Charlotte, NC
    4 days ago
  •  ...Vice President, Business Development About the Company Middle-market...  ...and raising capital solutions. Industry Financial Services...  ...pivotal in the development, management, and expansion of new relationships with private equity sponsors in the middle market... 
    Employment Equity

    Confidential

    Charlotte, NC
    4 days ago
  •  ...Senior Vice President, Enterprise Sales About the Company Globally...  ...Privately Held, Private Equity-backed Founded 2000 Employees...  ...FinTech Payments Risk Management Software Information...  ...exchange custom payments solutions automated payables... 
    Employment Equity
    Remote work

    Confidential

    Charlotte, NC
    4 days ago
  •  ...Regional Vice President, Business Development About the Company...  ...intelligence & revenue recovery solutions for healthcare organizations...  ...Privately Held, Private Equity-backed Founded 2010 Employees...  ...revenue cycle management business intelligence... 
    Employment Equity
    Contract work

    Confidential

    Charlotte, NC
    4 days ago
  •  ...estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real...  ...range of disciplines. This includes LOB business management, strategy & innovation, data transformation,... 
    Employment Equity
    Full time
    Work experience placement
    Work at office

    Wells Fargo

    Charlotte, NC
    2 days ago
  •  ...families on building, preserving and managing their wealth. You will use your knowledge of investments...  ...advice, developing thoughtful solutions and delivering an exceptional client experience...  ...with and in-depth knowledge of the equity and fixed income markets and... 
    Employment Equity
    Temporary work
    Work experience placement
    Local area

    JPMorgan Chase

    Charlotte, NC
    2 days ago
  •  ...will work closely with Bankers, Treasury Management Officers, Client Service,...  ...client problem resolution and delivering solutions; ability to mobilize internal resources...  ...in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements... 
    Employment Equity
    Work experience placement
    Work at office

    Fairygodboss

    Charlotte, NC
    2 days ago
  •  ...building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will...  ...paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements... 
    Employment Equity

    JP Morgan Chase

    Charlotte, NC
    4 days ago
  • $125k - $175k

    High Ticket Teams is seeking a Vice President of Sales to join our dynamic...  ...about our recruiting solutions. Qualifications Experience :...  ...role, ideally within sales management, recruitment, or business consulting...  ...VPs may qualify for an equity stake and career advancement... 
    Employment Equity
    Full time
    Remote work

    High Ticket Teams

    Charlotte, NC
    2 days ago
  •  ...Vice President, BPO Solutions Sales About the Company Respected provider of top-notch business services Industry Management Consulting Type Privately Held About the Role The Company is seeking a Vice President for BPO Solutions Sales, a senior leadership... 

    Confidential

    Charlotte, NC
    3 days ago
  •  ...Senior Vice President, Head of Compliance About the Company Accomplished...  ...Privately Held, Private Equity-backed Founded 2002 Employees...  ...of compliance, including managing regulatory exams, audits, and...  ...SEC, investment adviser, and wealth management regulations, and a... 
    Employment Equity

    Confidential

    Charlotte, NC
    2 days ago
  •  ...financial services relationship management career? Vanguard is seeking...  ...to join our growing Advice & Wealth Management division as...  ...education, guidance, and tailored solutions — empowering clients to make...  ...increasing share of wallet, private equity, trusts, margin, and... 
    Employment Equity
    Full time
    Work at office
    Remote work
    Relocation package
    Monday to Friday

    Vanguard

    Charlotte, NC
    2 days ago
  • $175k - $225k

     ...executing M&A, strategic advisory, equity and debt financing...  ...senior bankers and executive management teams.Key ResponsibilitiesExecute...  ...market, and company-specific research focused on the Aerospace, Defense...  ...and trading, research, and wealth and asset management services... 
    Employment Equity
    Full time
    Part time
    Local area

    Jefferies Financial Group

    Charlotte, NC
    13 hours ago
  • $285k - $425k

     ...executive to serve as Vice President & Chief Counsel, Americas...  ...while appropriately managing risk. Risk...  ...Learn: Have access to a wealth of learning resources,...  ...appreciation for diversity, equity, and inclusion....  ...Decker. Your ideas and solutions have the potential to... 
    Employment Equity
    Full time
    Local area
    Remote work

    SBD Inc.

    Charlotte, NC
    6 days ago
  •  ...Advisory (“CCMA”) is currently seeking a Vice President, Corporate Finance candidate focused on...  ...capital structure advisory (debt & equity financing), strategic advisory (sell-side...  ...analytical decision making Liaise with risk management teams to ensure that appropriate credit... 
    Employment Equity
    Local area

    Citizens Financial Group

    Charlotte, NC
    1 day ago
  •  ...Fargo is seeking a Lead Treasury Analyst, Vice President, to spearhead the development of...  ..., responsible for supporting liquidity solutions, reporting, modeling and automation efforts...  ...:Experience within Treasury, Liquidity Management, Capital Markets, Corporate Banking, Finance... 
    Full time
    Work experience placement
    Relocation package

    Wells Fargo

    Charlotte, NC
    1 day ago
  •  ...Vice President, Strategy & Corporate Development About the Company A $400M private equity-backed dental services organization preparing for growth and eventual exit....  ...dynamic and competitive market. Hiring Manager Title CEO Functions Strategy... 
    Employment Equity

    Confidential

    Charlotte, NC
    2 days ago
  •  ...Senior Vice President, Aviation Insurance About the Company A top specialty insurance broker with a flat structure, freedom to innovate...  ...aviation, aerospace, and airlines. This role offers a unique equity deal and the chance to work with a top specialty insurance... 
    Employment Equity
    Remote work
    Flexible hours

    Confidential

    Charlotte, NC
    2 days ago
  • $133.37k - $156.9k

     ...an attorney to join the Law Division’s Wealth Management & Investment Services legal team to support...  ...to develop practical, risk-informed solutions.- Support documentation, operational...  ...leadership and engagement in Diversity, Equity, and Inclusion initiatives.If there’s anything... 
    Employment Equity
    Full time
    Local area
    3 days per week

    US Bank

    Charlotte, NC
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Vice President, Equity Research, Wealth Management Solutions. Be the first to apply!