Qureos Mentor

Ameriprise Financial

<p><b>Administrative Assistant to Financial Advisor</b></p><p><b>Part-Time to Full-Time Opportunity</b></p><p><b>Position Overview</b></p><p>We are seeking a professional, organized, and client-focused Administrative Assistant to support a Financial Advisor in a growing wealth management practice in Manhattan Beach. This is an entry-level opportunity within the financial services industry, and no prior industry experience is required. The ideal candidate is someone who communicates well, exercises sound judgment, maintains confidentiality, and enjoys helping others. This role involves working closely with one person in a high-trust, client-facing environment where professionalism and reliability are critical. Training will be provided on industry-specific systems, processes, and compliance requirements. <i><b>The position is expected to begin part-time, with the opportunity to transition to full-time for the right individual. We are looking for someone who is interested in growing with the practice over the long term.</b></i></p><p><b>Key Responsibilities</b></p><ul><li>Provide day-to-day administrative support to the Financial Advisor</li><li>Manage calendars, appointments, scheduling, and follow-up activities</li><li>Serve as a professional point of contact for clients</li><li>Maintain client records, files, and documentation</li><li>Assist with client onboarding and administrative processes</li><li>Learn company systems, procedures, and compliance requirements</li><li>Support a professional, organized, and client-focused office environment</li></ul><p><b>Minimum Qualifications</b></p><ul><li>Strong verbal and written communication skills</li><li>Excellent organizational and time-management abilities</li><li>Professional demeanor and sound judgment</li><li>Ability to maintain strict confidentiality</li><li>Proficiency in Microsoft Outlook, Word, and basic Excel</li><li>Working smartphone capable of supporting business applications and multi-factor authentication</li><li>Ability to work independently while remaining highly responsive and collaborative</li></ul><p><b>What We're Looking For</b></p><ul><li>Professional and trustworthy</li><li>Calm under pressure</li><li>Client-service oriented</li><li>Adaptable and willing to learn</li><li>Comfortable working closely with one person</li><li>Strong work ethic and positive attitude</li><li>Interested in long-term growth and development</li></ul><p><b>Why This Opportunity?</b></p><p>If you're looking for an opportunity to learn, grow, and build a meaningful career in a professional environment, we'd love to hear from you. Prior financial services experience is not required. We are looking for the right person, not necessarily the perfect resume. This position offers the opportunity to begin part-time and grow into a full-time role while developing valuable skills, building strong relationships, and contributing to a growing practice.</p><p>Pay: $21.00 - $26.00 per hour</p><p>Benefits:</p><ul><li>Flexible schedule</li><li>Paid time off</li></ul><p>Application Question(s):</p><ul><li>This position is built on trust, personal accountability, discretion, and exceptional service to clients. Please describe why those values are important to you and how they have shaped your professional approach.</li><li>This role requires interacting professionally and respectfully with clients who have accumulated significant assets, own businesses, or hold professional leadership positions. What would make you successful in this type of environment?</li></ul><p>Language:</p><ul><li>ENGLISH (Required)</li></ul><p>Ability to Commute:</p><ul><li>Manhattan Beach, CA 90266 (Required)</li></ul><p>Work Location: In person</p>

Administrative Assistant to Financial Advisor

<div><p>At Ameriprise Financial, we&rsquo;re not just in the business of helping clients with their financial goals &ndash; we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you&rsquo;re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.<br>
<br>
This position is with an Ameriprise Financial Franchise owner.</p><p></p><p><b>
Job Description</b></p><p></p>
Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You&rsquo;ll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you're talented, driven and want to work for a strong company that cares, take the next step to create a brilliant career at Springbrook Wealth Advisors.<br>
<br>
ABOUT THE ROLE<br>
We are looking for a motivated and client-focused person to join our advisory team. As a Associate Financial Advisor, you will work closely with lead advisors to deliver comprehensive financial planning and investment management services to a growing client base. You will play an active role in client relationships, portfolio analysis, and financial plan development while building toward a path to full advisory responsibilities.<p></p><div><p><b>
KEY RESPONSIBILITIES</b></p></div><p></p><p><b>
Client Experience &amp; Advice:</b></p><ul><li><p>
Follow the Springbrook Wealth Advisor service model to support client retention and growth</p></li><li><p>
Serve as primary point of contact for assigned clients, handling inquiries and service requests</p></li><li><p>
Prepare for and lead client review meetings, including materials and follow-up</p></li><li><p>
Proactively identify opportunities to deepen relationships and address new planning needs</p></li><li><p>
Onboard new clients: account opening, data gathering, and risk profiling</p></li><li><p>
Manage client administrative needs, including estate settlements</p></li><li><p>
Participate in client events and networking to help grow the practice</p></li><li><p>
Coordinate with clients' accountants and lawyers for comprehensive advice</p></li><li><p>
Build financial plans covering retirement, investment, tax, insurance, and estate planning</p></li><li><p>
Analyze portfolios and recommend investments aligned with client goals and risk tolerance</p></li><li><p>
Model financial scenarios and present findings to clients and lead advisors</p></li><li><p>
Monitor client portfolios and flag issues needing attention</p></li><li><p>
Review insurance needs and recommend coverage for life, disability, and long-term care</p></li><li><p>
Recommend annuity options as needed</p></li></ul><p></p><p><b>
Operations:</b></p><ul><li><p>
Document all client interactions, transactions, and recommendations per firm policy and regulations</p></li><li><p>
Maintain accurate client records in CRM and portfolio management systems</p></li><li><p>
Support compliance reviews, audits, and reporting</p></li><li><p>
Stay current on regulatory changes affecting advisory services</p></li><li><p>
Attend and actively participate in team meetings</p></li></ul><p></p><p><b>
QUALIFICATIONS:</b></p><p></p><p><b>
Required:</b></p><ul><li><p>
Goal driven, growth mindset a must</p></li><li><p>
Active Series 7, 65 or Series 66, New Jersey Life and Health license (required at time of hire)</p></li><li><p>
Bachelor&rsquo;s degree in Finance or a related field</p></li><li><p>
1 or more years of experience in financial planning, asset management, or a related role</p></li><li><p>
Proficiency with financial planning software (MoneyGuidePro) and CRM platforms (salesforce)</p></li><li><p>
Strong analytical, written, and verbal communication skills</p></li><li><p>
High degree of integrity and commitment to fiduciary standards</p></li></ul><p></p><div><p><b>
COMPENSATION &amp; BENEFITS</b><b>:</b></p></div><ul><li><p>
Competitive base salary commensurate with experience: starting at $60,000</p></li><li><p>
Performance-based bonus tied to client satisfaction and business development goals</p></li><li><p>
Flex savings, dental, and vision insurance</p></li><li><p>
401(k) with employer match</p></li><li><p>
Paid support for continuing education, professional development, and licensure renewal</p></li></ul><p></p><p><b>
Base Pay Salary</b></p><p></p>
The salary range will be starting $60,000/ year<p></p><div><div><div><div><div><div><div><p><b>
Full-Time/Part-Time</b></p></div></div></div></div></div></div></div>
Full time<p></p><p><i>
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.</i></p><p></p><p><i>
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.</i></p></div>

ASSOCIATE FINANCIAL ADVISOR

<div><p><b>About Our Company</b></p><p><br>
We&rsquo;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 &ndash; 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.</p><p></p><p><b>
Job Description</b></p><p></p>
Responsible for the strategic design, development, compliance, and optimization of employee benefit programs, including retirement, retirement savings, health and welfare, wellness, life and disability, and other employee benefit programs.
<br>
<br>
Leads the execution of program strategy, governance, vendor management, communications, and operational effectiveness to ensure plans are competitive, compliant, financially sound, and aligned with the organization's talent and business objectives. Reports to the Vice President, Global Benefits.<br>
<br>
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 &mdash; 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<br>
requirements will be discussed during the hiring process.<br>
<br>
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).<p></p><p><b>
Key Responsibilities</b></p><p>
Provide strategic leadership and oversight for the design, implementation, and ongoing management of employee benefit programs. Monitor emerging industry trends, legislative developments, and workforce needs; recommend and implement plan enhancements that strengthen the employee value proposition and support business objectives.</p><p></p><p>
Lead benchmarking, competitive analysis, plan effectiveness, and initiatives to evaluate benefit offerings and identify innovative solutions that enhance employee engagement, support well-being, and effectively manage benefit costs. Programs may include medical, dental, health and welfare, retirement savings, defined benefit, defined contribution, and wellness programs.</p><p></p><p>
Provide leadership, coaching, and development for benefit team members to ensure high performance, operational excellence, and continuous professional growth. Build talent capabilities, manage performance, and foster a collaborative, results-oriented team environment.</p><p></p><p>
Oversee and partner with fiduciary committees and legal to ensure effective governance, compliance, and administration of all benefit plans delivered through internal resources and third-party service providers.</p><p></p><p>
Ensure compliance with all applicable legal, regulatory, tax, reporting, fiduciary, and governance requirements. Partner closely with Legal, Tax, Finance, Internal Audit, and external consultants to assess risks, interpret regulatory changes, and maintain strong internal control environments.</p><p></p><p>
Own strategic vendor relationships, including selection, governance, performance management, and service delivery oversight. Monitor vendor performance against established standards and drive continuous improvement initiatives to maximize value and mitigate operational risk.</p><p></p><p>
Lead employee communications and engagement strategies related to benefit programs. Ensure employees and plan participants understand available benefits, recognize the value of programs offered, and have access to timely, accurate information and educational resources.</p><p></p><p>
Provide thought leadership and subject matter expertise for enterprise initiatives, organizational changes, and business transformation efforts that impact employee benefit programs. Support due diligence and integration activities related to mergers, acquisitions, divestitures, and other strategic transactions as needed.</p><p></p><p><b>
Leadership Expectations</b></p><p>
Think strategically, creatively, and drive innovation with a focus on continuous improvement.</p><p></p><p>
Demonstrate accountability and maintain a strong focus on employee experience, operational excellence, and creating enterprise value.</p><p></p><p>
Build and develop talent while promoting an inclusive, high-performance culture. Effectively lead through change and organizational complexity.</p><p></p><p>
Cultivate strong relationships and collaborate effectively across business units, staff groups, external partners, and leadership teams.</p><p></p><p>
Influence decisions and effectively communicate complex benefit, financial, regulatory, and governance matters with senior leaders and key stakeholders.</p><p></p><p><b>
Required Qualifications</b></p><p>
Bachelor's degree or equivalent required; Master's degree or equivalent preferred.</p><p></p><p>
10+ years of progressive experience in employee benefits, including leadership responsibility for complex benefit programs and teams.</p><p></p><p>
Deep knowledge of benefit plan design, administration, governance, and compliance, including retirement, health and welfare, and wellness programs.</p><p></p><p>
Strong understanding of regulatory, tax, fiduciary, and legislative requirements affecting employee benefit programs.</p><p></p><p>
Demonstrated success leading and developing benefit professionals across varying levels of experience.</p><p></p><p>
Experience managing vendor partnerships, service providers, consultants, and benefit administration operations.</p><p></p><p>
Experience with advanced benefits financing techniques, analytical, and problem-solving capabilities, including experience evaluating program costs, effectiveness, trends, and business impacts.</p><p></p><p>
Excellent written and verbal communication skills with the ability to influence senior leaders and communicate complex benefit matters to diverse audiences.</p><p></p><p>
Ability to build strong partnerships across Human Resources, Legal, Tax, Finance, Technology, and external organizations.</p><p></p><p><b>
Preferred Qualifications</b></p><p>
Benefits experience within financial services or another highly regulated industry.</p><p></p><p>
Certified Employee Benefits Specialist (CEBS) designation or equivalent professional certification.</p><p></p><p>
Experience supporting fiduciary committees and governance structures associated with retirement and health benefit programs.</p><p></p><p>
Demonstrated success leading significant benefit transformations, vendor transitions, or large-scale program implementations.</p><p></p><p>
Experience with using a captive as a benefits financing vehicle.</p><p></p><p><b>
Base Pay Salary</b></p><p></p>
The estimated base salary for this role is $160,600 - $240,900 / year. We have a pay-for- performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.<p></p><div><div><div><div><div><div><div><p><b>
Full-Time/Part-Time</b></p></div></div></div></div></div></div></div>
Full time<p></p><div><div><div><div><div><div><div><p><b>
Exempt/Non-Exempt</b></p></div></div></div></div></div></div></div>
Exempt<p></p><div><div><div><div><div><div><div><p><b>
Job Family Group</b></p></div></div></div></div></div></div></div>
Human Capital<p></p><div><div><div><div><div><div><div><p><b>
Line of Business</b><b>
</b></p></div></div></div></div></div></div></div>HR Human Resources<p></p><p><i>
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.</i></p><p></p><p><i>
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.</i></p></div>

Vice President, Benefit Plans

<div><p><b>About Our Company</b></p><p><br>
We&rsquo;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 &ndash; 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.</p><p></p><p><b>
Job Description</b></p><p></p>
Our team has a number of key responsibilities to support our advisors service model and growth through marketing and communications in a fun and flexible environment. The role of the Sales Supervision Manager &ndash; Advisor Created Material Review (ACMR) will be focused on reviewing advisor created marketing materials (print ads, videos, seminar &amp; event related materials, websites, social media) and other types of advisor-generated retail communications.<br>
Success in this role includes providing advisors with feedback, coaching and collaboration on creating compliant marketing materials. In addition, the Sales Supervision Manager &ndash; ACMR will be aware of trends in the industry and educate advisors, leaders and business partners as needed.<p></p><p><b>
Key Responsibilities</b></p><p></p><ul><li>
Complete supervisory analysis using risk-based judgement, procedures, and job aids. This usually results in approval or rejection of new applications or determination of appropriateness of transactions or other business including communications with the public.</li><li>
Communicate with advisors, field registered principals and field leaders regarding results of supervisory activity. Involves working closely with advisors to develop an understanding of recommendations made to clients and to reasonably validate fiduciary and best interest standards are met.</li><li>
Support the team&rsquo;s efforts to innovate and improve the effectiveness and efficiency of processes. Evolve day-to-day processes to streamline work and focus on issues that matter most.</li><li>
Keep updated on changes in the regulatory environment and competitive landscape including new regulations and product offerings.</li><li>
Represent the firm and functional processes in response to examinations, investigations, and other regulatory matters, which may include on-the-record engagements with regulators or providing testimony in arbitration matters.</li><li>
Participate in maintaining the overall health of the team including establishing individual development goals and engagement in team activities.</li><li>
Collaborate with peers to share best practices and incorporate efficiencies developed in other areas.</li></ul><p></p><p><b><br>
Required Qualifications</b></p><ul><li>
Bachelors degree or equivalent.</li><li>
5 - 7 years relevant experience required.</li><li>
Relevant experience includes financial services, customer service, communications, education or other where you have built the skills needed to be successful in this role.</li><li>
Active SIE (Securities Industry Essentials)</li><li>
Ability to obtain Series 7 within 120 days and Series 24 within 90 additional days required; Series 63 or 66 or the ability to obtain is also required.</li></ul><p><b>
Preferred Qualifications</b></p><ul><li>
Problem solving and analytical skills; ability to effectively analyze complex issues.</li><li>
Ability to consistently exercise good judgment when making decisions on complex matters that don't have clear answers.</li><li>
Strong written and verbal communication skills including ability to deliver unfavorable messages.</li><li>
Ability to consistently influence positive behavior through coaching and education.</li><li>
Ability to document activity in a fact-based and comprehensive manner.</li><li>
Ability to work effectively and efficiently both individually and in a team environment.</li><li>
Ability to manage workload, across multiple tools and processes, including prioritization and monitoring of pending cases.</li></ul><p></p><p><b>
Visa Sponsorship</b></p><p></p><p>
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).</p><p></p><p><b>
In-Office Collaboration</b></p><p></p><p>
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 &mdash; 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.</p><p></p><p><b>
Base Pay Salary</b></p><p></p>
The estimated base salary for this role is $ 87,400-$ 120,200/ year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.<p></p><div><div><div><div><div><div><div><p><b>
Full-Time/Part-Time</b></p></div></div></div></div></div></div></div>
Full time<p></p><div><div><div><div><div><div><div><p><b>
Exempt/Non-Exempt</b></p></div></div></div></div></div></div></div>
Exempt<p></p><div><div><div><div><div><div><div><p><b>
Job Family Group</b></p></div></div></div></div></div></div></div>
Legal Affairs<p></p><div><div><div><div><div><div><div><p><b>
Line of Business</b><b>
</b></p></div></div></div></div></div></div></div>AWMBD Advice and Wealth Mgmt and Business Development<p></p><p><i>
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.</i></p><p></p><p><i>
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.</i></p></div>

Sales Supervision Mgr

<div><p><b>About Our Company</b></p><p><br>
We&rsquo;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 &ndash; 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.</p><p></p><p><b>
Job Description</b></p><p></p>
Ameriprise Financial is seeking a Manager of Visual Content for omnichannel marketing who will advance the strategy and execution of visual design experiences across email, banners, infographics, and editorial content.
<br>
<br>
This individual will play a critical role in shaping how Ameriprise shows up in client-facing communications, translating complex ideas and business priorities into clear, compelling layouts and modular designs that are compelling, clear and on-brand. The ideal candidate thrives in a fast-paced, deadline-driven environment and brings innovative ideas while upholding brand guidelines.<p></p><p><b>
Key Responsibilities</b></p><ul><li>
Lead and contribute to omnichannel visual design direction to ensure accuracy, timeliness, consistency and correct brand positioning.</li><li>
Set design standards and guiding principles for modular content components and templates and serve as a resource for educating business partners on best practices.</li><li>
Work closely with internal and external business partners to design content for digital channels and ensure creative contributes to a cohesive and engaging client experience.</li><li>
Collaborate with business partners to understand design needs as well as opportunities.</li><li>
Apply best practices in usability, accessibility, responsiveness, and performance to ensure content experiences are effective across platforms, devices, and environments.</li><li>
Monitor design and template effectiveness and implement improvements.</li><li>
Recommend new tactics by leveraging analytics, industry trends and testing insights. Drive future enhancements and design updates based on findings.</li></ul><p><b><br>
Required Qualifications</b></p><ul><li>
Bachelors degree or equivalent</li><li>
5+ years of professional experience in content design, digital design, or visual communications, with a portfolio demonstrating strong work across multiple digital channels, including email.</li><li>
Deep understanding of design systems, brand standards, accessibility principles, and responsive design best practices.</li><li>
Experience creating and managing modular templates, component libraries, and scalable design patterns using tools such as Figma, Stensul and related design platforms.</li><li>
Working knowledge of email HTML/CSS and digital production considerations to support effective collaboration with developers and content production partners.</li><li>
Ability to use analytics and performance insights to inform design decisions and continuously improve audience engagement.</li><li>
Strong collaboration, communication, and organizational skills, with the ability to thrive in a fast-paced, cross-functional environment.</li></ul><p><br>
<br>
<b>Preferred Qualifications</b></p><ul><li>
Experience working in marketing (B2C or B2B) or a media or agency environment is a plus</li><li>
Familiarity with workflow and project management tools such as Workfront and Jira</li><li>
Experience with email testing tools (ex. Litmus, Email on Acid) is a plus</li><li>
Experience producing creative work within financial services or other highly regulated industries, or an understanding of financial services consumer mindsets.</li></ul><p></p><p><b>
In-Office Collaboration</b></p><p>
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 &mdash; 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.</p><p></p><p><b>
Visa Sponsorship</b></p><p>
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).</p><p></p><p><b>
Base Pay Salary</b></p><p></p>
The estimated base salary for this role is $84,100-$147,700/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.<p></p><div><div><div><div><div><div><div><p><b>
Full-Time/Part-Time</b></p></div></div></div></div></div></div></div>
Full time<p></p><div><div><div><div><div><div><div><p><b>
Exempt/Non-Exempt</b></p></div></div></div></div></div></div></div>
Exempt<p></p><div><div><div><div><div><div><div><p><b>
Job Family Group</b></p></div></div></div></div></div></div></div>
Marketing/Product Management<p></p><div><div><div><div><div><div><div><p><b>
Line of Business</b><b>
</b></p></div></div></div></div></div></div></div>MARKT Marketing<p></p><p><i>
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.</i></p><p></p><p><i>
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.</i></p></div>

Visual Content Manager

<div><p><b>About Our Company</b></p><p><br>
We&rsquo;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 &ndash; 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.</p><p></p><p><b>
Job Description</b></p><p></p>
The Director, Deposit Products is a senior product leadership role responsible for the strategy, financial performance, and end‑to‑end lifecycle management of deposit products, including checking, savings, and certificates of deposit (CDs).<br>
<br>
This role owns the multi‑year product vision and roadmap, driving customer acquisition, engagement, and balance growth while maintaining strong financial discipline, regulatory alignment, and operational excellence. The Director serves as the senior product owner, partnering closely with executive leadership, technology, marketing, finance, risk, compliance, operations, and external vendors to deliver scalable, data‑driven deposit solutions aligned with broader banking, investment, and wealth management strategies.<p></p><p><b>
Key Responsibilities</b></p><ul><li><p>
Develop the long‑term vision, strategy, and roadmap for deposit products, with primary emphasis on bank deposit products.</p></li><li><p>
Align product strategy with client needs, growth objectives, and enterprise banking and wealth management goals.</p></li><li><p>
Lead the full product lifecycle, from ideation and business case development through launch, optimization, and retirement.</p></li><li><p>
Establish and evolve product management standards, governance, and operating cadence across the deposit portfolio.</p></li><li><p>
Serve as the senior product owner, leading complex, cross‑functional initiatives across technology, risk, compliance, operations, finance, marketing, and sales.</p></li><li><p>
Drive disciplined execution across multiple initiatives, ensuring dependency management, risk mitigation, and on time delivery.</p></li><li><p>
Communicate product strategy, tradeoffs, risks, and outcomes to senior and other stakeholders, influencing without direct authority.</p></li><li><p>
Weigh in on deposit pricing strategy, including rates, promotions, segmentation, lifecycle pricing, and behavioral economics.</p></li><li><p>
Partner with finance and treasury on forecasting, margin performance, balance growth, and profitability.</p></li><li><p>
Build and maintain financial views, performance dashboards, and executive‑level reporting to inform decision making.</p></li><li><p>
Monitor performance drivers and translate insights into pricing, product, and promotional actions.</p></li><li><p>
Lead data‑driven acquisition and engagement strategies in partnership with marketing.</p></li><li><p>
Optimizes campaigns, offers, and channels to maximize ROI, customer growth, and lifetime value.</p></li><li><p>
Represent deposit products in internal and external forums, bringing deep product and market expertise.</p></li><li><p>
Leverage analytics and SQL‑based insights to monitor KPIs, customer behavior, and product performance.</p></li><li><p>
Translate customer and performance insights into clear, actionable product and portfolio decisions.</p></li><li><p>
Drive a culture of test‑and‑learn optimization across pricing, features, and marketing.</p></li><li><p>
Ensure consistent, compliant customer experiences across existing products and product changes.</p></li><li><p>
Oversee product‑level regulatory requirements, disclosures, agreements, and policy updates.</p></li><li><p>
Partner with risk and compliance to proactively identify and address product risks.</p></li><li><p>
Lead, mentor, and develop high‑performing, customer‑centric, data‑driven product teams.</p></li><li><p>
Set clear expectations, provide ongoing coaching and feedback, and support career development for product leaders.</p></li></ul><p></p><p>
This position may be located in Charlotte, NC or Minneapolis, MN.</p><p></p><p><b><br>
Required Qualifications</b></p><ul><li><p>
10+ years' relevant experience</p></li><li><p>
5+ years of Deposit Product Management Experience</p></li><li><p>
Bachelor&rsquo;s degree in business, economics, or related field</p></li><li><p>
Demonstrated success leading to the development, launch, pricing, and scaling of bank deposit products</p></li><li><p>
Deep expertise across the end‑to‑end product management lifecycle</p></li><li><p>
Strong experience with deposit pricing, financial modeling, forecasting, and performance drivers</p></li><li><p>
Proven partnership with marketing on campaign execution, measurement, and optimization</p></li><li><p>
Solid working knowledge of analytics, performance reporting, SQL, and data‑driven decision making</p></li><li><p>
Excellent executive‑level communication and presentation skills</p></li><li><p>
Proven ability to influence senior stakeholders and lead cross‑functional teams</p></li><li><p>
Prior experience leading across the organization to implement project</p></li></ul><p></p><p><b>
Preferred Qualifications</b></p><ul><li><p>
Master&rsquo;s degree in business, economics, or related field</p></li><li><p>
8+ years of Deposit Product Management Experience</p></li><li><p>
Knowledge of or experience within wealth management or investment‑focused organizations</p></li><li><p>
Extensive experience with Checking, Savings, CDs, or similar product deposit management</p></li><li><p>
Experience in bank deposit products at a national or large regional bank</p></li><li><p>
Experience crafting and managing deposit acquisition and engagement offers</p></li><li><p>
Familiarity with core banking platforms (FIS platforms strongly preferred) and fintech vendor ecosystems</p></li></ul><p></p><p><b>
Visa Sponsorship</b></p><p>
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).</p><p></p><p><b><br>
In-Office Collaboration</b></p><p>
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 &mdash; 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.</p><p></p><p><b>
Base Pay Salary</b></p><p></p>
The estimated base salary for this role is $131,000 - $180,100 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.<p></p><div><div><div><div><div><div><div><p><b>
Full-Time/Part-Time</b></p></div></div></div></div></div></div></div>
Full time<p></p><div><div><div><div><div><div><div><p><b>
Exempt/Non-Exempt</b></p></div></div></div></div></div></div></div>
Exempt<p></p><div><div><div><div><div><div><div><p><b>
Job Family Group</b></p></div></div></div></div></div></div></div>
Marketing/Product Management<p></p><div><div><div><div><div><div><div><p><b>
Line of Business</b><b>
</b></p></div></div></div></div></div></div></div>BANK Bank<p></p><p><i>
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.</i></p><p></p><p><i>
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.</i></p></div>

Director, Product Management - Deposit Products

<div><p><b>About Our Company</b></p><p><br>
We&rsquo;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 &ndash; 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.</p><p></p><p><b>
Job Description</b></p><p></p>
Support the design, production, and delivery of internal training, onboarding, and tool enablement experiences. Collaborate with facilitators and business partners to prepare materials, manage session logistics, and enhance learner engagement. Contribute to broader knowledge management tasks, including content creation, updates, and feedback.<p></p><p><b>
Key Responsibilities</b></p><ul><li><b>
Learning Experience Production &amp; Facilitation Support</b><br>
Coordinate and produce virtual and in-person learning sessions, including agendas, materials, and communications. Support facilitators during delivery to ensure sessions are organized, engaging, and meet learner needs. Manage logistics and post-session follow-up activities. Facilitate training sessions, as needed.</li><li><b>
Digital Adoption &amp; Guide Me (Whatfix) support</b><br>
Create, maintain, and improve digital in-tool support (e.g., walkthroughs, tooltips, smart tips, beacons). Partner with SMEs, technology, and business teams to ensure accuracy and support process or tool changes. Test, deploy, and validate release updates with business partners.</li><li><b>
Content Development &amp; Updates</b><br>
Create and maintain knowledge base content using company and team guidelines to improve readability and consistency. Support and process content feedback in a timely manner to ensure content accuracy. Optimize content for usability and search effectiveness.</li><li><b>
Project &amp; Relationship Support</b><br>
Support internal business initiatives through content analysis; consult with business leaders to align solutions with needs.</li><li><b>
Influence &amp; Change Management</b><br>
Build consensus across teams; stay aligned with Risk Operations business/change controls.</li><li><b>
Flexibility</b><br>
Adapt to evolving priorities and perform other duties as assigned.</li></ul><p><b><br>
Required Qualifications</b></p><ul><li>
Education: High school degree or equivalent.</li><li>
Experience: 1-3+ years relevant experience.</li><li><ul><li>Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.</li></ul></li><li>
Demonstration of strong plain language written communication skills and an understanding of process improvement and content design best practices.</li><li>
Excellent interpersonal and verbal skills to effectively gather information and communicate recommendations to different levels of the organization.</li><li>
Strong ability to organize and synthesize information from multiple sources into clear, consumable content.</li><li>
Ability to build working relationships across the enterprise and influence process improvements.</li><li>
Demonstrated enthusiasm for learning and developing creative solutions.</li><li>
**May require FINRA registration depending on group supported.</li></ul><p></p><p><b>
Preferred Qualifications</b></p><p></p><ul><li>
Comfortable presenting to both small and large audiences (virtually or in-person).</li><li>
Familiarity with digital interactive guidance tools (e.g., Whatfix) or similar digital adoption platforms.</li><li>
Background in writing, project management, or process improvement.</li></ul><p></p><p><b>
In-Office Collaboration</b></p><p></p><p>
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 &mdash; clients, advisors, employees and shareholders. <b>Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. </b>Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.</p><p></p><p><b>
Visa Sponsorship</b></p><p></p><p>
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).</p><p></p><p><b>
Base Pay Salary</b></p><p></p>
The estimated base salary for this role is $58,300 - $80,100/ year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.<p></p><div><div><div><div><div><div><div><p><b>
Full-Time/Part-Time</b></p></div></div></div></div></div></div></div>
Full time<p></p><div><div><div><div><div><div><div><p><b>
Exempt/Non-Exempt</b></p></div></div></div></div></div></div></div>
Exempt<p></p><div><div><div><div><div><div><div><p><b>
Job Family Group</b></p></div></div></div></div></div></div></div>
Business Support &amp; Operations<p></p><div><div><div><div><div><div><div><p><b>
Line of Business</b><b>
</b></p></div></div></div></div></div></div></div>SERVD Service Delivery<p></p><p><i>
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.</i></p><p></p><p><i>
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.</i></p></div>

Knowledge Analyst - S&O Knowledge Management

Join Ameriprise Financial and explore 21   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.