Qureos Mentor

Ameriprise Financial

<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 Annuity Supervision Team plays a vital role in supporting advisors and clients by providing oversight of annuity and insurance business activities in a dynamic, fast-paced environment. This position offers the opportunity to apply analytical expertise and regulatory knowledge to help ensure high-quality outcomes for clients while supporting advisor success.<br>
<br>
In this role, Sales Supervision Managers (SSMs) conduct supervisory reviews of advisor interactions with clients and prospects, including recommendations and sales of annuity and insurance products. SSMs bring strong subject matter expertise to evaluate suitability, mitigate risk, and promote sound business practices. The role involves regular collaboration with advisors and field leaders, clear and professional communication, and the ability to synthesize information from multiple systems to make informed decisions.<br>
<br>
Successful candidates are highly analytical, collaborative, and adaptable, with a strong interest in staying current on evolving regulatory and industry trends.<p></p><p><b>
Key Responsibilities</b></p><ul><li>
Conduct supervisory analysis using tools and other resources to identify and assess risk in annuity and insurance business.</li><li>
Determine approval or rejection of new applications.</li><li>
Communicate with advisors and field leaders as part of the process to complete supervisory reviews of business activity.</li><li>
Improve advisor policy adherence through coaching and training.</li><li>
Communicate with clients, when needed, regarding activity to determine suitability.</li><li>
Serve as subject matter expert providing information and/or research to a range of business partners.</li><li>
Support the team&rsquo;s efforts to innovate and improve the effectiveness and efficiency of processes.</li><li>
Keep updated on changes in the regulatory environment and competitive landscape, including new regulations and product offerings.</li><li>
Participate in maintaining the overall health of the team, including establishing individual development goals and engagement in team activities.</li><li>
Represent the firm and functional processes in response to examinations, investigations, and other regulatory matters.</li></ul><p><b><br>
Required Qualifications</b></p><ul><li>
 Bachelor's degree or equivalent, and 5+ years minimum relevant work experience</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; additional licenses or the ability to obtain may be required depending on function.</li></ul><p><b><br>
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><li>
Ability to work effectively and efficiently both individually and in a team environment. Ability to manage workload, across multiple tools and processes, including prioritization and monitoring of pending cases.</li><li>
Technical product knowledge related to annuities</li><li>
Strong knowledge of FINRA, SEC and other regulatory bodies' rules relevant to the applicable product lines</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><i>
This position is based in Minneapolis, MN; Charlotte, NC; Las Vegas, NV; or Troy, MI, with an expectation of in-office presence. A limited exception may be considered for highly qualified candidates to be eligible for remote designation. This exception is narrowly defined based on specific business needs, and no other remote arrangements will be approved. Candidates must reside within approved locations to be eligible.</i></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>
As a Senior Analyst on the Investment Performance team, you will serve a critical function in advancing initiatives within the broker dealer's Advice &amp; Wealth Management (AWM) segment, specifically those related to investment performance reporting. Responsibilities include conducting research, defining and documenting business requirements, and providing analytical and reporting support. Additionally, you will contribute to the development and ongoing maintenance of the infrastructure necessary to sustain and enhance performance reporting capabilities across the AWM segment of Ameriprise Financial.<p></p><p><b>
Key Responsibilities</b></p><ul><li><p>
In collaboration with other business units (e.g. products, technology, legal, compliance, marketing, training, field implementation, etc.) and vendors, participate in the execution of projects aimed at developing investment products, ensuring compliance, enhancing the quality of the performance data, and improving the front-end experience</p></li><li><p>
Provide data quality oversight, escalation support, process and procedure development, and back-up support to &ldquo;business and usual&rdquo; performance reporting operational tasks.</p></li><li><p>
Maintain or supervise control-related testing across the various performance tools and processes to ensure a single, cohesive approach to testing/audit protocols of reporting mechanisms and underlying data</p></li><li><p>
In collaboration with other business units, participate in the performance verification compliance process for third-party investment manager performance information on the Advisory Platform</p></li><li><p>
Help maintain business ownership of the performance reporting tools utilized for both client performance reporting and product performance reporting for the Advisory Platform</p></li></ul><p></p><p>
The team is headquartered in Minneapolis, MN. Candidates may also sit in the Charlotte, NC or Troy, MI office, with regular virtual collaboration via Microsoft Teams.</p><p></p><p><b>
Required Qualifications</b></p><ul><li><p>
5+ years of experience in the financial services industry</p></li><li><p>
Bachelor's Degree or equivalent experience</p></li><li><p>
Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.</p></li></ul><p></p><p><b>
Preferred Qualifications</b></p><ul><li><p>
Investment performance measurement, analysis, and reporting experience in a financial services organization (broker/dealer preferred)</p></li><li><p>
Knowledge in investment concepts, practices, procedures, management operations and tools</p></li><li><p>
Experience with both account level performance and product level composite performance.</p></li><li><p>
Conceptual and practical understanding of money-weighted and time-weighted return methodologies, performance characteristic metrics (e.g. alpha, beta), asset allocation, and benchmarking.</p></li><li><p>
Experience working with performance measurement and portfolio accounting systems (e.g., Pershing X (fka Albridge), First Rate, InvestCloud (aka APL), Informa Profile Producer, Envestnet, Morningstar Direct, &amp; FactSet)</p></li><li><p>
Certificate in Investment Performance (CIPM) and/or Charted Financial Analyst (CFA) designation, or progress towards</p></li><li><p>
Understanding of Global Investment Performance Standards (GIPS) and ability to apply the standards to performance calculations and representations</p></li><li><p>
Knowledge of practices and procedures of retail-oriented investment products and financial planning</p></li><li><p>
Strong communications skills, both oral and written, to interact with team, business partners, advisors, senior management and vendors</p></li><li><p>
Ability to effectively and efficiently multi-task between different projects and recurring tasks</p></li><li><p>
Ability to execute on small to large scale projects with limited supervision</p></li><li><p>
Ability to establish and maintain strong relationships with vendors and across the organization</p></li><li><p>
Strong leadership skills to effectively guide junior colleagues. This is a leadership role. While it does not include direct people management, the selected candidate will lead through influence, collaboration, and subject matter-expertise</p></li><li><p>
Ability to stay current with regulatory requirements and best practices</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 $100,000 - $115,000 / 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>FPPS Wealth Management Solutions<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>

Senior Analyst, Investment Performance

<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 is seeking an innovative leader to join our team as the Vice President, Global Head of HR Systems. This critical role will be responsible for contributing to and operationalizing our enterprise HR technology roadmap in partnership with senior leadership, leveraging our investment in Workday, and other technology solutions.
<br>
<br>
The Vice President, Global Head of HR Systems will oversee a global team of technologists responsible for developing and configuring simple, innovative, and efficient technology solutions and processes that enable business growth through seamless processing of HR transactions related to payroll, benefits, talent development, candidate attraction and selection, and the administration of HR processes such as talent development, performance management, and compensation management.
<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><ul><li><b>
HR Technology Strategy &amp; Roadmap</b>: Partners with senior leadership to design a comprehensive and forward-looking HR technology strategy that aligns with business growth objectives, enables the broader HR and organizational strategy, and maximizes return on investment to drive business outcomes.</li><li><b>
Team Leadership</b>: Lead, engage, instill a growth mindset, and inspire the global HR Systems team to achieve high performance and deliver on commitments.</li><li><b>
Workday Technical Leadership</b>: Lead the design and execution of enterprise scale Workday solutions, bringing deep hands-on experience across configuration, reporting, integrations, and module functionality to deliver scalable, secure, and business-aligned solutions. Serve as the lead technical subject matter expert and liaison between HR leadership and Technology.</li><li><b>
Platform &amp; Process Simplification</b>: Increase Workday capability through driving agenda to design and implement user-friendly HR systems and processes that streamline operations, create HR transaction efficiency and support business growth. Ensure effective controls are in place to proactively manage risk.</li><li><b>
Innovation</b>: Proactively scan the market and peer firms to recommend best practice solutions and emerging technologies to continue advancing our capabilities. Leverage a strong technical network to anticipate industry trends and evolving solutions.</li><li><b>
Implement an Agile Product Model</b>: Implement and utilize agile product methodology to prioritize work most critical to the organization. Create and implement a resource plan based on business needs, scope of work, cost, and skill requirements.</li><li><b>
Collaborate with HR Centers of Excellence</b>: Leverage your team and a framework to partner and provide innovative solutions to our HR customers in the following areas:<ul><li><b>
Talent Development</b>: Create and manage systems that support the development and growth of talent within the organization.</li><li><b>
Candidate Attraction &amp; Selection</b>: Consult on technology solutions that improve the attraction, selection, and onboarding of top talent.</li><li><b>
Performance Management &amp; Compensation</b>: Collaborate on administration of performance development, performance management, and compensation processes through effective HR systems.</li><li><b>
Learning Management</b>: Partner with talent and learning and well as corporate compliance to deliver digital leaning experiences that build skills and abilities that meet required compliance.</li><li><b>
Efficient HR Administration</b>: Leverage platform to ensure flawless transaction processing of core HCM, compensation, payroll, year-end processes, and benefits administration.</li></ul></li><li>
Manage external vendor relationships and collaborate with internal cross-functional partners.</li></ul><p></p><p><b>
Qualifications:</b></p><ul><li>
Bachelor's Degree in relevant field, or equivalent years of work experience.</li><li>
10+ years of relevant experience, including experience leading teams, designing, and implementing HR technology.</li><li>
Strong technical experience with integrations, security models, and prior experience deploying and configuring Workday.</li><li>
Proven experience in contributing to and executing HR technology strategies at a global level with primary focus on Workday.</li><li>
Strong understanding of HR processes and systems, including performance management, compensation, talent development, and recruitment.</li><li>
Excellent leadership and team management skills.</li><li>
Ability to drive change and innovation in HR technology.</li><li>
Strong analytical and problem-solving abilities.</li><li>
Exceptional communication and people skills.</li><li>
Experience managing product teams and capacity planning.</li><li>
Proven skills in the areas of thought leadership, delivering results, developing people, self-leadership, and ability to apply a growth mindset.</li><li>
Display leadership principles in the areas of organizational stewardship, operating effectiveness, and leadership excellence.</li></ul><p></p><p><b>
Why Join Us:</b></p><ul><li>
Opportunity to lead and shape the HR technology landscape of a global organization.</li><li>
Work in a collaborative and innovative environment.</li><li>
Drive impactful change and contribute to business growth.</li></ul><p></p><p>
If you are a visionary technical leader with a passion for HR technology and a record of driving successful enterprise strategies, we invite you to apply for this exciting role.</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, Global Head of HR Systems

<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 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.<p></p><p><b>
Key Responsibilities</b></p><ul><li>
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.</li><li>
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.</li><li>
Provide thought leadership on process improvements and business transformation activities. Ensure effective implementation of strategies.</li></ul><p><b><br>
Required Qualifications</b></p><ul><li>
5+ years of relevant experience</li><li>
Bachelor's Degree</li></ul><p><br>
<br>
<b>Preferred Qualifications</b></p><ul><li>
Strong relationship management/influencing skills</li><li>
Ability to analyze root cause and implement solutions</li><li>
Broker Dealer and/or tape to tape experience required</li><li>
Strong working knowledge of Operations techniques (DTC or settlement experience is a plus)</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 $81,700-$112,300/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>CLEAR Clearing<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>

Senior Business Analyst

<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 Associate Branch Manager (ABM) will help drive profitable growth in a small geography or within a large office by leading, coaching and developing advisors. Responsible for creating a compelling business plan emphasizing growth, client acquisition, financial planning, and retention. The ABM will seek to drive revenue and asset growth, optimizing resources for the advisors in consideration of local demographics, advisor abilities and prudent use of resources.<p></p><h2 class="jobSectionHeader"><b>
Key Responsibilities</b></h2><ul><li><p>
Maintain or build personal wealth management practice serving clients through the Ameriprise Client Experience (ACE). Lead from the front and be a role model for others in how you serve your clients and run your practice.</p></li><li><p>
Drive profitable organic growth of the branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience. Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more.</p></li><li><p>
Support branch manager to recruit and on-board high quality experienced advisors to the branch. Activities may include actively generating leads into local area pipeline and managing the end-to-end candidate experience. Articulate the Ameriprise and local value proposition to candidates. Execute onboarding and ramp-up plans that drive growth.</p></li><li><p>
Contribute to strong local office culture, including a culture of peer learning and comradery; achievement orientation; growth and continuous development. Ensure Ameriprise core values are upheld - client focus, integrity always, excellence in all we do, and respect for the communities in which we live and work.</p></li><li><p>
Lead with integrity. May perform supervision activities, if delegated, to ensure sales activities are appropriately based on client objectives, goals, and risk tolerance. Anticipates, manages, and resolves risk items to ensure the interests of the client.</p></li><li><p>
Weekly to bi-weekly 1:1s with advisors in branch. Biweekly results review with Branch Manager or Complex Director (key metrics, high potential advisors, etc.)</p></li></ul><h2 class="jobSectionHeader"><b><br>
Required Qualifications</b></h2><ul><li><p>
Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training.</p></li><li><p>
Active FINRA Series 7 or ability to obtain within 150 days.</p></li><li><p>
Active State Securities Agent Registration (S63 or 66) or ability to obtain within 150 days</p></li><li><p>
Active Life, Accident/Health, and Variable Contracts insurance licenses or ability to obtain within 150 days</p></li><li><p>
Maintain Investment Advisor Representative registration in investment advisor representative states with a place of business (Series 65 or 66) or ability to obtain within 150 days</p></li><li><p>
3+ years of people management and 4+ years of professional experience. Excellent compliance record and knowledge of compliance requirements.</p></li></ul><h2 class="jobSectionHeader"><b><br>
Preferred Qualifications</b></h2><ul><li><p>
3-5 years demonstrated sales success with proven ability to acquire clients and close business.</p></li><li><p>
Proven leadership skills and ability to drive &amp; motivate others to achieve results.</p></li><li><p>
Business planning and strategic management skills, self driven and achievement oriented and ability to execute a playbook to drive results.</p></li><li><p>
Strong presentation skills and the ability to analyze data and reports to determine business opportunities.</p></li><li><p>
Relevant industry designations are preferred (e.g. CFP)</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>
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><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>
Sales<p></p><div><div><div><div><div><div><div><p><b>
Line of Business</b></p></div></div></div></div></div></div></div>
AAG Ameriprise Advisor Group<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 Branch Manager, Ameriprise Financial Advisors - New Orleans, LA

<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>
In this role, you will act as Registered Principal for one or more Field Vice President(s) in the Ameriprise Financial Institution Group (AFIG) channel. This includes providing frontline supervision of financial advisors in the span of control for OSJs assigned.<p></p><p><b>
Key Responsibilities:</b></p><ul><li><p>
Conduct frontline supervision for OSJs assigned. Conduct supervisory reviews of financial advisors a minimum of once a year and spot checks, as required. Conduct in-depth reviews to verify all regulatory policies and processes are in place.</p></li><li><p>
Document findings in appropriate tools, such as RP Doc Tool, and address issues with advisors of supervisory activities. Communicate with Field Vice Presidents, Senior Regional Risk Manager, and Centralized Supervision Unit (CSU) RPs regarding trends, red flag behavior, and consequence management, as appropriate.</p></li><li><p>
Act as primary point of contact for advisors and staff on compliance and supervision related items.</p></li><li><p>
Engage with Financial Institution (FI) partners (e.g., program managers) to communicate issues and trends from a supervisory perspective.</p></li></ul><p></p><p><b>
Required Qualifications:</b></p><ul><li><p>
3 - 5 years' relevant experience required</p></li><li><p>
Bachelor&rsquo;s degree or equivalent (4-years)</p></li><li><p>
Active FINRA Series 7</p></li><li><p>
Active FINRA Series 24</p></li><li><p>
Active State Securities Agent Registration (S63 or S66) or ability to obtain within 150 days</p></li><li><p>
Ability to travel 25% to 40% of the time</p></li></ul><p></p><p><b>
Preferred Qualifications:</b></p><ul><li><p>
Strong knowledge of financial services industry, Ameriprise products and services, and the financial planning process.</p></li><li><p>
Strong knowledge of broker-dealer regulatory issues, knowledge of financial services industry, and Ameriprise compliance policies and procedures.</p></li><li><p>
Demonstrated ability to exercise sound and impartial judgment in addressing issues with individuals being supervised.</p></li><li><p>
Strong oral and written communication skills, demonstrated conflict management, and ability to lead.</p></li><li><p>
Self-motivated with the ability to achieve results in an independent environment.</p></li><li><p>
Aptitude with technology and ability to manage multiple tasks.</p></li><li><p>
Training and delivery experience.</p></li><li><p>
Demonstrated advanced analysis and problem-solving skills.</p></li><li><p>
Demonstrated ability to use technology and tools (e.g. Teams, MS Office) to gain efficiencies and speed.</p></li><li><p>
Direct supervisory experience</p></li><li><p>
Experience with Nondeposit Investment Products (NDIP) business</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>
Remote Work</b></p><p>
This position is remote. Any expectations for travel or in-person collaboration will be discussed during the hiring process. This position is eligible for remote work in any location.</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. Closing Date: 05/13/2026<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>AFIG Ameriprise Financial Institutions Group<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>

AFIG Registered Principal

Join Ameriprise Financial and explore 6   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.