We’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 Description
Provide leadership to team members accountable for the processing, service, and administration of multiple or complex processes within Operations. Provide coaching, development and support to team to ensure timely and accurate execution of daily functions, while meeting all compliance and regulatory requirements. Drive implementation of process improvements ensuring all processes and procedures are appropriately documented. Lead and/or participate in projects, serving as a subject matter expert as appropriate.
Key Responsibilities
• Provide leadership and coaching to direct reports, including providing work direction and support to team on process, procedures and escalated issues. Develop methods to measure and report on department performance, ensuring resources are properly allocated and workload is managed to meet all accuracy, transactional processing, quality metrics and standards, and compliance and regulatory requirements.
• Drive and implement process improvements, proactively identifying and resolving business issues to improve efficiencies and increase operational effectiveness. Provide oversight of policies and procedures, ensuring all procedures are appropriately documented and reviewed to meet compliance and regulatory requirements. Work with internal and external business partners to effectively identify and minimize risk.
• Lead and/or participate as a subject matter expert in projects and business driven initiatives within team and across Operations, as appropriate.
• Provide effective people leadership through effective coaching, feedback and sound performance management practices. Act as champion for the team and intervene on matters that create roadblocks to individual or organizational success. Set department initiatives and aligns and sets individual performance goals.
• Flexibility to occasionally work prior to market open, as dictated by the needs of the business.
Required Qualifications
• Education: High school or GED
• Experience: 5-7 years of relevant experience.
• *Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.
• Extensive experience working in operations, processing or customer service team.
• Strong working knowledge of Operations processes, policies, techniques, and applicable regulations.
• Proven ability to work effectively with internal and external partners at all levels.
• Demonstrated people leadership experience.
• Strong communication skills, including ability to explain complex issues in an understandable manner.
Preferred Qualifications
• Education: Bachelors degree or equivalent (4-years)
About Ameriprise Financial
Ameriprise Financial combines a team-based atmosphere with an entrepreneurial spirit. We are an organization that emphasizes learning and growth, rewards you for your achievements and fosters a healthy work/life balance.
From our Minneapolis headquarters throughout our offices nationwide, you'll find we live our values every day — client focused, integrity always, excellence in all we do and respect for individuals and communities. We embrace diversity in our ideas, management, employee groups and clients.
Our Investment in You
We provide employees and branch advisors with competitive compensation and rewards. Our comprehensive benefits support your health and help you balance your career and personal life. Ameriprise invests in you through compensation, retirement savings, health benefits, wellness programs, work/life balance programs, veteran benefits, etc.
Your Career at Ameriprise
When you join our corporate team, you receive competitive compensation and incentives, opportunities to share in the company's success plus comprehensive benefits. Our employees also enjoy business resource networks, transportation assistance, community service opportunities, and an on-site cafeteria.
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Thrive in a Respectful, Supportive Environment
We have a diverse, values-based culture that embraces individual differences and encourages you to perform at your peak. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.
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Build a Career that Matters to You
At Ameriprise Financial, we believe that learning is a lifelong endeavor. No matter where you are in your career path, we encourage all employees to take advantage of our professional development programs, offered in a variety of ways. Learn on your own, collaborate with a peer or work with an experienced colleague. Whatever your learning style, Ameriprise gives you the opportunity to reach your potential.
Being an Ameriprise Advisor
Join a strong, ethical company that offers you what you need to build a rewarding career as a financial advisor: Culture & Commitment, Dedication & Support, and Opportunity & Rewards. Ameriprise is committed to helping you achieve the vision you have for your practice. With training in financial planning and the backing of a strong, stable FORTUNE 500® company, you’ll discover unparalleled culture, support, and opportunities to build a successful practice. That’s the Ameriprise Difference.
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Opportunities for Students
Join an inclusive team to gain career-building skills and network in a supportive, high-energy, team-based atmosphere. Learn through real-world work and collaboration with leaders on projects that produce results through our Internship Program or gain valuable professional experience and build leadership skills through our full-time Leadership Development Program. You’ll also engage in team-building/social events, volunteer activities, executive leadership seminars, and networking opportunities.