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.
Ameriprise Financial is looking to add a Senior Business Analyst to their Conversion team! The Senior Business analyst will provide assistance with data analysis, mapping and review for financial institution requirements. Additional responsibilities will include, but not limited to, requirement gathering, writing and alignment, program engagement and team collaboration. Pre, during and post conversion engagement.
Key Responsibilities
• Provide assistance with data analysis, mapping and review for financial institution requirements. Additional responsibilities will include, but not limited to, requirement gathering, writing and alignment, program engagement and team collaboration. Pre, during and post conversion engagement.
• Manage relationships with a variety of internal and external business partners and advisors to identify root cause of operational and service issues. Implement solutions to increase advisor and client satisfaction, while ensuring all operational, financial, and regulatory requirements are met.
• Provide thought leadership on process improvements and business transformation activities. Ensure effective implementation of strategies.
Required Qualifications
• 5+ years of relevant experience
• Bachelors Degree
Preferred Qualifications
• Strong relationship management/influencing skills
• Ability to analyze root cause and implement solutions
• Broker Dealer and/or tape to tape experience required
• Strong working knowledge of Operations techniques (DTC or settlement experience is a plus)
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.
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).
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.