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
This Manager role provides strategic and operational leadership to strengthen financial governance, guide AWM planning cycles, and enable seamless operational transitions across Ameriprise. This role oversees initiative setup, monthly portfolio reconciliation, annual planning processes, AWM Operating Model activities, and resource stewardship to ensure organizational readiness and alignment.
The Sr. Practice Manager partners closely with Finance, Business Planning & Analysis, Controllership, the Enablement Tools Team, and business owners to deliver strong portfolio integrity and support ongoing operational enhancements.
Portfolio Planning & Financials:
• Oversee accurate setup of new initiatives to ensure alignment with the AWM Operating Model and financial reporting standards.
• Provide strategic oversight of portfolio financials, generating insights and supporting decision-making.
• Drive disciplined financial governance to enable reliable LOB reporting for IRBs and analysis of IO funded portfolio results.
• Maintain disciplined management of resource and project recoveries, timely project closures, uphold audit ready documentation and compliance across a large, complex investment portfolio.
• Partner closely with Business LFOs, Business Planning & Analysis, Controllership, and the Engagement Tools Team.
AWM Operating Model and Viability Committee:
• Monitor new Tier 1 initiative ideas and submissions, ensuring committee visibility, impact assessment, and readiness for ELT recommendation discussion.
• Support Program and Field Implementation leaders in managing the AWM Viability Committee senior leader meeting, including calendar development and alignment with AWM ELT meetings and portfolio reporting cycles, agenda drafting, meeting documentation, and decisions and action item tracking.
• Recommend and implement process improvements to streamline committee operations and enhance efficiency, clarity, and overall effectiveness.
AWM Annual Planning:
• Support the AWM annual planning cycle by developing schedules aligned to AWM ELT and AWM Viability Committee meetings.
• Coordinate with internal teams to prepare systems, tools, and reporting for annual planning process.
• Partner with VPAs and business owners to guide and support the plan submission process.
• Review, monitor, and manage submissions to ensure accurate setup for reporting to the AWM Viability Committee and AWM ELT.
• Prepare materials for review with senior leader forums, track updates to submissions, and manage key changes throughout the planning cycle.
• Attend meetings, document decisions and action items, and support communication of final plan alignment to business owners and key stakeholders (e.g., Finance, Business Planning & Analysis, Controllership, PFI leadership).
Operational Excellence:
• Champion best-practice capabilities across practitioner communities to drive adherence and behavior change.
• Remove barriers across the project and operations lifecycle by delivering processes and tolls for efficiency.
• Consult and coach senior leaders and project resources on lifecycle methodology, tools, practices, and procedures.
• Maintain expert knowledge of industry best practices and alternative approaches within the practice area.
Required Qualifications
• Bachelors degree in Finance, Business, or related field; or equivalent work experience.
• 6+ years of relevant experience required
• 4+ years of successful track record with high comfort level in managing transformational initiatives, change management and financial management
• Ability to navigate stakeholder relationships and work effectively across organizational boundaries
• Strong leadership, analytical and relationship management skills
• Highly effective verbal and written communication skills
Preferred Qualifications
• Ability to explain technical information in non-technical language to drive progress
• Experience with OnePlan
• PMP, ITIL certifications
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.