Grand Rapids, Michigan, United States · On-site
About Our Company 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, s…
Skills: Leadership, Operational Management, Financial Planning, Investment Research, Compliance
Westport, Connecticut, United States · Hybrid
About Our Company 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, s…
Skills: Financial Planning, Client Relationship Management, Marketing Planning, Data Analysis, Business Operations
Saddle Brook, New Jersey, United States · On-site
$64k–$88k/yr
About Our Company 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, s…
Skills: Financial Planning, Investment Research, Client Relationship Management, Portfolio Preparation, Analytical Skills
Dearborn, Michigan, United States · On-site
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative cultu…
Skills: Calendar Management, Scheduling, Client Onboarding, Administrative Support, Communication
Charlotte, North Carolina, United States · On-site
About Our Company 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, s…
Skills: Financial Planning, Investment Research, Client Relationship Management, Portfolio Preparation, Analytical Skills
Austin, Minnesota, United States · On-site
$90k–$120k/yr
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative cultu…
Skills: Financial Planning, Case Analysis, Client Relationship Management, Data Analysis, Portfolio Alignment
Alpharetta, Georgia, United States · On-site
About Our Company 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, s…
Skills: Financial Planning, Investment Research, Client Relationship Management, Portfolio Preparation, Trade Execution
Allentown, Pennsylvania, United States · Remote OK
$55k–$65k/yr
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative cultu…
Skills: Financial Planning, Portfolio Management, Client Relationship Management, Salesforce CRM, Envestnet
Minneapolis, Minnesota, United States · Hybrid
$122k–$168k/yr
About Our Company 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, s…
Skills: Strategic HR Leadership, Executive Coaching, Workforce Strategy, Relationship Management, Change Management
Minneapolis, Minnesota, United States · Hybrid
$115k–$145k/yr
About Our Company 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, s…
Skills: ETL, COBOL, SQL, AWS, Azure
Shreveport, Louisiana, United States · On-site
About Our Company 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, s…
Skills: Client Servicing, Financial Planning, Investment Research, Trade Processing, CRM Management
Middleton, Wisconsin, United States · On-site
About Our Company 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, s…
Skills: Financial Planning, Client Relationship Management, Marketing Planning, Data Analysis, Business Operations
Minneapolis, Minnesota, United States · Hybrid
$87k–$120k/yr
About Our Company 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, s…
Skills: Hardware Asset Management, Software Asset Management, ServiceNow, CMDB, Audit Readiness
Las Vegas, Nevada, United States · Hybrid
About Our Company 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, s…
Skills: Customer Service, Brokerage Operations, Problem Solving, Written Communication, Spoken Communication
London, England, United Kingdom · Hybrid
About Columbia Threadneedle Investments Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses. We're intentionally built to help you succeed. Our reach is e…
Skills: Operational Risk Management, Regulatory Risk Management, Control Effectiveness Testing, RCSA, ISAE 3402
Hyderabad, Telangana, India · Hybrid
About Our Company Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financia…
Skills: CIAM, Broadcom CA Siteminder, Broadcom CA Directory, Broadcom CA Identity Manager, Broadcom CA Advance Authentication
Noida, Uttar Pradesh, India · Hybrid
About Our Company Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financia…
Skills: Investment Performance Measurement, Data Integrity Validation, Variance Analysis, Performance Attribution Analysis, MS Excel
Hyderabad, Telangana, India · Hybrid
About Our Company Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financia…
Skills: Power BI Administration, Microsoft Fabric, Power Platform Governance, Power Apps, Power Automate
Gurugram, Haryana, India · Hybrid
About Our Company Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financia…
Skills: MS Excel, VBA, SQL, Reporting, Data Analytics
Boston, Massachusetts, United States · Hybrid
$161k–$241k/yr
About Our Company 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, s…
Skills: Workday Configuration, HR Technology Strategy, Team Leadership, Agile Product Methodology, HCM
Grand Rapids, Michigan, United States • On-site
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Manage operational processes and branch staff to support business objectives and advisor efficiency. Oversee client servicing, financial planning support, and branch financial reporting while ensuring regulatory compliance.
Requires a bachelor's degree and 5-7 years of relevant experience, including successful supervisory experience. Must possess or be able to obtain Series 7 and State securities registrations (S63 or S66) within 150 days.
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.
Manage activities that support business results, revenue growth, client experience and efficiencies in practice. Manage resources to achieve business results, including revenue and client acquisition targets. Partner with Branch Manager to ensure advisor business plans are completed and marketing events are tracked and measured.
Assist advisors in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions. Prepare and summarize client meetings by scheduling and confirming meetings, crafting an agenda and summary of meeting, escorting clients to advisors office and providing follow-up. Prepare and ensure new business paperwork processes are successfully filled out. Provide general administrative duties such as answering phones, processing reports, preparing correspondence, setup files, etc.
Build, manage, track and analyze reports and branch vitals. Review advisor expense reports, branch P & L, budgeting, reporting/correcting errors, identify and implement expense reduction opportunities. Partner with Registered Principal to ensure compliance support is established and training needs are met. Lead real estate and facilities initiatives.
Lead, coach, mentor and provide performance management for direct reports. Partner with Senior Operations Leader and Regional Director of Operations to determine staffing needs; request, hire and allocate staff. Conduct 1:1s with staff.
Bachelors degree or equivalent.
5 - 7 years relevant experience required.
Series 7 or ability to obtain within 150 days.
State securities agent registration (S63 or S66) or ability to obtain within 150 days.
Previous successful supervisory experience including knowledge of HR policies and labor laws.
Excellent written and verbal communication skills; demonstrated ability to motivate team members to delivery results.
Ability to manage multiple priorities in a fast-paced environment with little or no supervision and strong organizational/time management skills.
Able to communicate with all levels within the organization.
Detail orientated, strong math, and analytical skills. Good organization and time management skills.
Process oriented and can work with a team. Proficient with standard business software applications.
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).
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. Employees in this role work in the office five (5) days per week.
Ameriprise 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.
At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors*, we have the expertise to serve the full range of individual and institutional investors' financial needs. Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states. Certain hyperlinks within Ameriprise Financial web sites or social media content may hyperlink to third-party content which we believe to be reliable however, we cannot guarantee its accuracy or completeness. For this reason, we do not endorse any linked third-party content, advertising, advice, opinions, recommendations, or other information; it's merely intended to be provided as a general source of information and is not a solicitation to buy or sell any securities, accounts, or strategies. In addition, any linked third-party content should not be used as the sole basis for any investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please seek the advice of a financial advisor regarding your particular financial situation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. For additional important disclosures on engagement rules, linking to third party content or other risks, please visit: www.ameriprise.com/social *Ameriprise Financial Q1 2024 Earnings Release.
Offices: 707 2nd Ave S, Minneapolis, MN 55402, US
At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors*, we have the expertise to serve the full range of individual and institutional investors' financial needs. Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states. Certain hyperlinks within Ameriprise Financial web sites or social media content may hyperlink to third-party content which we believe to be reliable however, we cannot guarantee its accuracy or completeness. For this reason, we do not endorse any linked third-party content, advertising, advice, opinions, recommendations, or other information; it's merely intended to be provided as a general source of information and is not a solicitation to buy or sell any securities, accounts, or strategies. In addition, any linked third-party content should not be used as the sole basis for any investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please seek the advice of a financial advisor regarding your particular financial situation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. For additional important disclosures on engagement rules, linking to third party content or other risks, please visit: www.ameriprise.com/social *Ameriprise Financial Q1 2024 Earnings Release.
Offices: 707 2nd Ave S, Minneapolis, MN 55402, US
