Minneapolis, Minnesota, United States · Hybrid
$82k–$112k/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: Business analysis, Requirements gathering, Process mapping, User acceptance testing, Regression testing
Greenwich, Connecticut, 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: Financial planning, Investment management, Estate strategies, Client relationship management, Wealth management
Boston, Massachusetts, United States · Hybrid
$110k–$194k/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: Workforce Analytics, Human Capital Strategy, Data Governance, Predictive Modeling, Statistical Programming
Minneapolis, Minnesota, United States · Remote OK
$120k–$150k/yr
About Our Company 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 expansive with a Columb…
Skills: Sales, Consultative sales, Separately managed accounts, Direct indexing, Tax loss harvesting
Leesburg, Florida, 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: Financial planning, Data analysis, Client relationship management, Attention to detail, Time management
Edmonds, Washington, United States · Hybrid
$31/hr–$38/hr
We’re Hiring: Client Service Specialist – Edmonds, WA Sage Advisor Group | Hybrid (In-Office Initially) | Full-Time Are you passionate about creating exceptional client experiences and looking for an opportunity to build…
Skills: Client service, Communication, Relationship building, Process improvement, Scheduling
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: Identity and Access Management, Broadcom Siteminder, Broadcom Identity Manager, Active Directory, Azure AD
Charlotte, North Carolina, 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: Advisory trading, Portfolio rebalancing, Team leadership, Investment operations, Risk management
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: Power BI, Power Platform, Data visualization, Process automation, MS-Excel
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: Quality assurance, Financial planning, Compliance, Mentoring, Coaching
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: Network operations, Cisco R/S, Cisco SD-WAN, Cisco Wireless, Palo-Alto Firewall
Charlotte, North Carolina, 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, Team Leadership, Mentoring, Coaching, Process Improvement
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: Retirement planning, Sales, Wholesaling, Financial services, Relationship management
Dallas, Texas, United States · Hybrid
$43/hr–$52/hr
Paraplanner (Hybrid) Dallas, TX Wisdom Wealth Management, an established Ameriprise Financial private wealth advisory practice with more than 34 years of success, is seeking an experienced, licensed Paraplanner to join o…
Skills: Financial planning, Investment operations, Trading support, Account analysis, Portfolio analysis
Oakbrook Terrace, Illinois, United States · Hybrid
$85k–$100k/yr
Client Service Manager Oak Brook Terrace, IL | Hybrid After Training | Full-Time At Ardent Wealth Advisors, meaningful financial guidance begins with meaningful relationships. For more than 30 years, Ardent has helped cl…
Skills: Team leadership, Mentoring, Coaching, Operational excellence, Process improvement
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: Customer service, Technical troubleshooting, Problem management, Communication skills, Web-based tools support
Minneapolis, Minnesota, United States · Hybrid
$115k–$157k/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 reporting, Regulatory reporting, SEC disclosures, GAAP, Bank holding company filings
Minneapolis, Minnesota, United States · Hybrid
$58k–$80k/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: Knowledge management, Training facilitation, Content creation, Digital adoption, Whatfix
Minneapolis, Minnesota, 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: Verbal communication, Financial planning, Insurance product knowledge, Sales, Relationship building
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: SQL Server, Database Administration, Performance Tuning, Backup And Recovery, High Availability
Minneapolis, Minnesota, United States • Hybrid
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The Senior Business Systems Analyst will provide dedicated business analysis, platform coordination, and testing support for AnnuityNet. This role involves translating business needs into requirements and coordinating with technology, vendors, and compliance teams to ensure successful platform delivery.
Candidates must have a bachelor's degree or equivalent experience and at least 5 years of experience in business analysis, operations, or financial services. Strong skills in requirements gathering, testing coordination, and stakeholder communication are essential for this role.
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.
Partner with Annuity Product Management, Technology, vendors, carriers, Compliance, Operations, and other stakeholders to define business requirements for AnnuityNet related changes.
Support carrier onboarding, product launches, product changes, disclosure and form updates, fee-based annuity work, Can Sell enhancements, and regulatory initiatives.
Draft, refine, and maintain business requirements, work requests, process documentation, issue logs, release readiness materials, and stakeholder updates.
Coordinate analysis and follow-up with Zinnia, internal technology teams, cross-commit systems, and business partners to resolve questions, dependencies, defects, and production issues.
Support test planning, test case development, user acceptance testing, regression testing, production validation, and defect retesting for AnnuityNet and e-Signature releases.
Monitor release readiness, track risks and open items, escalate barriers, and help ensure launch activities are completed accurately and on time.
Provide platform subject matter support for AnnuityNet carrier questions, form tagging, prefill logic, digital signature conditions, audit logs, advisor impacts, and service team readiness.
Develop reporting, status updates, and business insights to help leadership understand workload, risks, dependencies, and progress against platform priorities.
Solve complex system and system-related problems, resulting in timely and accurate document reporting and project team communication.
Required Qualifications
Bachelor’s degree or equivalent work experience in business, technology, operations, finance, insurance, or a related field.
5+ years of business analysis, platform support, product support, operations, technology delivery, or financial services experience.
Strong business analysis experience, including requirements gathering, documentation, process mapping, issue analysis, and stakeholder coordination.
Experience supporting financial services, insurance, annuity, brokerage, technology, operations, or regulated platform work.
Ability to translate complex business, operational, regulatory, and technology needs into clear requirements and actionable delivery plans.
Strong testing coordination skills, including user acceptance testing, regression testing, defect tracking, and release validation.
Excellent communication and facilitation skills, with the ability to work across Product, Technology, Compliance, Operations, vendors, and senior stakeholders.
Strong organizational skills and ability to manage multiple priorities, timelines, risks, and dependencies in a fast-moving environment.
Ability to work independently, manage competing priorities, communicate clearly with senior stakeholders, and drive follow-through on risks, dependencies, and open items.
Working knowledge of annuity processing preferably with AnnuityNet, e-Signature workflows, carrier connectivity, forms/disclosures, advisor experience, or production support is preferred.
Demonstrated experience gathering requirements, documenting processes, supporting testing, managing issue resolution, and coordinating across cross-functional teams.
Strong understanding of annuity, insurance, brokerage, or regulated financial services processes preferred.
Experience with digital transaction platforms, e-Signature workflows, vendor-supported systems, forms/disclosures, or production support preferred.
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.
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).
Line of Business
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
