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>
We are seeking an experienced Senior UX Content Coordinator to play a critical role in elevating and enhancing the user experience across Ameriprise Financial&rsquo;s owned and operated channels. This individual will develop intuitive and streamlined user journeys that foster greater engagement and brand affinity while meeting key KPIs that drive our business forward.<p></p><p><b>
The Senior UX Content Coordinator will be responsible for the following:</b></p><p></p><p><b>
Delivering exceptional UX content experiences:</b> Work closely with Product Owners, Marketing Managers and others to articulate marketing objectives, determine relevant content, and coordinate resources to plan, write, edit, design, present, test and improve content.</p><p></p><p><b>
Robust collaboration with UX and Design teams:</b> Provide content-led strategies and UX content to optimize user flows and enable best practices.</p><p></p><p><b>
Translating content strategy into content requirements:</b> Determine UX content experience solutions that meet consumer expectations.</p><p></p><p><b>
Required Qualifications:</b></p><ul><li><p>
High School diploma or GED</p></li><li><p>
1-3+ years of professional experience in web development teams working in close collaboration with information architects, business analysts, user experience designers, researchers, developers, project managers and results analysts.</p></li><li><p>
Proficient in UX copywriting with a strong user-focus. Ability to write and edit usable buttons, form names, headlines, summaries and other micro-messaging such as user tips, home page highlights and more.</p></li><li><p>
Demonstrates understanding of impacts to content in an evolving digital environment. This, information architecture, interactive design principles, web usability, and taxonomy.</p></li><li><p>
Experience in analyzing and applying information from multiple sources including consumer trends, competitive and market challenges, and user experience research.</p></li><li><p>
Familiarity with content management and project collaboration systems.</p></li><li><p>
Superior communication skills, including creating and delivering presentations to senior leaders and various sized groups.</p></li><li><p>
Strong organizational skills and attention to detail; able to effectively manage multiple priorities concurrently and thrive in an ambiguous and rapidly changing environment.</p></li></ul><p></p><p><b>
Preferred Qualifications:</b></p><ul><li><p>
Bachelor&rsquo;s degree or equivalent in Marketing, Journalism, or related field.</p></li><li><p>
Experienced in content strategy, management, creation, writing, and editing.</p></li><li><p>
Financial services or similarly regulated industry experience.</p></li><li><p>
Familiarity with agile project management.</p></li><li><p>
Experienced using Figma and creating mobile app content.</p></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. <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>
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 hourly rate for this role is $36.68 - $50.43 / hour. 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>
Non-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>

Senior UX Content Coordinator

<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>
This position is responsible for managing and supporting the General Counsel Organization (GCO) Business as Usual (BAU) portfolio, partnering closely with GCO business stakeholders and Technology to prioritize, manage and track BAU efforts driven by evolving regulatory requirements and business needs that require downstream system enhancements. As part of this, this role leads discovery and requirements definition, provides light project management support, and facilitates delivery across BAU initiatives while serving as the primary point of contact for Technology.
<br>
<br>
The position continually defines and refines processes and works with Technology partners to establish, implement, and maintain new processes and technology controls to support 30+ technology-managed assets in additional to a number of business-led technology assets. In addition, this role owns key governance and risk processes for GCO, specifically, the GCO Business Continuity Plan and leads Data Governance processes, Business Technology Certification, NYDFS and other processes, ensuring compliance, readiness, and alignment with enterprise standards.<p></p><h2 class="jobSectionHeader"><b>
Key Responsibilities</b></h2><h3 class="jobSectionHeader"><b>
GCO BAU Portfolio Management</b></h3><ul><li><p>
Manage and support the GCO BAU intake, prioritization, and delivery process in partnership with GCO stakeholders and Technology.</p></li><li><p>
Prioritize BAU efforts driven by regulatory changes, risk findings, and evolving business needs requiring system enhancements.</p></li><li><p>
Ensure BAU initiatives are appropriately scoped, sequenced, and aligned to support timely downstream delivery.</p></li><li><p>
Provide transparency into BAU demand, priorities, delivery status, and capacity across stakeholder</p></li></ul><h3 class="jobSectionHeader"><b>
GCO BAU Business Discovery, Requirements &amp; Delivery Definition</b></h3><ul><li><p>
Lead and facilitate business discovery sessions to understand regulatory, operational, and system impacts.</p></li><li><p>
Lead, facilitate or translate business needs into clear, actionable business and functional requirements and partner with Technology to ensure requirements are understood, feasible, and aligned with enterprise architecture and controls.</p></li><li><p>
Continually define, refine, and document business processes and related controls.</p></li><li><p>
Provide lightweight project management support for BAU initiatives, including coordination across business and technology teams.</p></li><li><p>
Track milestones, manage dependencies, and escalate risks and issues as needed.</p></li><li><p>
Support multiple concurrent BAU efforts, balancing urgency, risk, and capacity constraints.</p></li></ul><h3 class="jobSectionHeader"><b>
Process Improvement &amp; Innovation</b></h3><ul><li><p>
Identify opportunities to improve BAU intake, prioritization, and execution processes.</p></li><li><p>
Support GCO Innovation through BAU delivery that drives automation and efficiency within existing technology platforms.</p></li><li><p>
Promote consistency, discipline, and best practices across analysis, delivery, and governance activities.</p></li></ul><h3 class="jobSectionHeader"><b>
Governance, Risk &amp; Control Ownership</b></h3><ul><li><p>
Ownership of the Business Continuity Plan</p></li><li><p>
Lead and/or support key GCO governance and control processes, including: Data Governance, Business T Certification, NYDFS requirements, SSO certificate renewals</p></li><li><p>
Develop, implement, and document best‑practice protocols that minimize operating risk.</p></li><li><p>
Ensure compliance, audit readiness, and alignment with enterprise standards and expectations.</p></li></ul><h3 class="jobSectionHeader"><b>
Stakeholder &amp; Vendor Engagement</b></h3><ul><li><p>
Collaborate with internal and external business partners to effectively communicate priorities, timelines, and delivery outcomes.</p></li><li><p>
Take a leadership role with Technology and external vendors to support ongoing system maintenance and enhancements.</p></li><li><p>
Serve as a trusted advisor to GCO stakeholders and a key liaison to Technology.</p></li></ul><p></p><h2 class="jobSectionHeader"><b>
Required Qualifications</b></h2><ul><li><p>
Bachelor&rsquo;s degree or equivalent</p></li><li><p>
7+ years of relevant experience, ideally within the financial services industry.</p></li><li><p>
Demonstrated experience supporting regulatory‑driven initiatives and complex operating environments. Knowledge and experience working with agile and waterfall methodologies.</p></li><li><p>
Strong problem‑solving and critical‑thinking skills with the ability to develop and communicate effective recommendations to senior management.</p></li><li><p>
Proven ability to analyze data with attention to detail and draw meaningful insights.</p></li><li><p>
Ability to understand and interrelate complex issues across business, technology, risk, and regulatory disciplines.</p></li><li><p>
Strong interpersonal and communication skills, with the ability to build effective relationships across diverse stakeholder groups.</p></li><li><p>
Self‑motivated with the ability to work independently and collaboratively in a matrixed environment.</p></li><li><p>
Ability to manage and prioritize multiple responsibilities and initiatives concurrently.</p></li><li><p>
Knowledge and experience working with ServiceNow and Jira.</p></li><li><p>
Knowledge and experience work with data lakes.</p></li></ul><p></p><h2 class="jobSectionHeader"><b>
Preferred Qualifications</b></h2><ul><li><p>
Additional professional certifications (e.g., CBAP, PMP or equivalent) beneficial.</p></li><li><p>
Experience supporting Legal, Compliance, Risk, or other control‑oriented functions.</p></li><li><p>
Hands‑on experience with data governance, technology controls, or business continuity processes.</p></li><li><p>
Familiarity with enterprise SDLC, governance, and risk management frameworks.</p></li><li><p>
Experience partnering closely with Technology teams and external vendors.</p></li><li><p>
Demonstrated success driving process improvement, automation, or innovation within BAU environments</p></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. <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>
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 $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>
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>GCO General Counsel's Organization<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 Manager, Business Analyst

<div>Our team has key responsibilities to support our advisor service model and growth in a fun and flexible environment. The role of Sales Supervision Manager &ndash; Specialized Trends and Reports is responsible for reviewing business trends across advisor practices. In addition, you will play a key role in supervising business activities such as heightened supervision plans, non-conventional business practices, and journaling of cash and securities between managed accounts and retail brokerage accounts. You will have an opportunity to tailor work based on interest, skillset, and need on this dynamic, risk-focused team.<br>
Success in this role will include analyzing complex data, making sound decisions, and working effectively with advisors, field leaders, and various business partners to mitigate risk.<p></p><p><b>
Key Responsibilities</b></p><ul><li><p><br>
Conduct sales practice reviews surrounding products such as general securities, options, annuities, insurance, and managed accounts.</p></li><li><p>
Supervise specialized reports and referrals designed to identify potential policy violations and unique trading patterns.</p></li><li><p>
Communicate with advisors 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.</p></li><li><p>
Deliver one-on-one training and education to advisors.</p></li><li><p>
Communicate with clients regarding activity to resolve suitability.</p></li><li><p>
Be flexible to handle a fluctuating workload and be able to prioritize contending projects.</p></li><li><p>
Build relationships with business partners to coordinate supervision of new or one-off supervision requests. Serve as subject matter authority to a range of business partners, including CSU staff and employees in Legal or Compliance.</p></li><li><p>
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.</p></li><li><p>
Keep updated on changes in the regulatory environment and competitive landscape including new regulations and product offerings.</p></li><li><p>
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.</p></li><li><p>
Participate in maintaining the overall health of the team, including establishing individual development goals and engagement in team activities.</p></li></ul><p><b><br>
Required Qualifications</b></p><ul><li><p><br>
Bachelor's degree or equivalent, and 5 years minimum relevant work experience</p></li><li><p>
Demonstrated problem solving and analytical skills; ability to effectively analyze most complex issues. Ability to use strong judgment when making sound, timely independent decisions on complex matters that don&rsquo;t have clear answers.</p></li><li><p>
Strong written and verbal communication skills. Must be able to effectively deliver unfavorable communications involving account suitability, difficult advisor and client conversations, and/discipline discussions with field Registered Principals and other leaders.</p></li><li><p>
Strong ability to influence positive advisor behavior through coaching and education utilizing a supportive and consistent approach.</p></li><li><p>
Ability to record evidence of supervision in a fact-based manner.</p></li><li><p>
Strong knowledge of SEC and other regulatory bodies' rules relevant to the applicable product lines</p></li><li><p>
Demonstrated strategic thinker.</p></li><li><p>
Strong proficiency with computer programs, applicable supervisory systems and tools, and a demonstrated ability to use technology to improve efficiency.</p></li><li><p>
Ability to work effectively and efficiently both individually and in a team environment.</p></li><li><p>
Active Series 7 required</p></li></ul><p></p><p>
<b>Additional active licenses or the ability to obtain the following:</b></p><p></p><ul><li><p>
**Active Series 24 and 63/65 or 66 - or the ability to obtain as follows:</p></li><li><p>
**These exam licenses, if not actively held, need to be passed within 120 days of start date. If multiple exams are required, they can be done consecutively and an additional 90-day window will be added after successfully passing each exam.</p></li></ul><p></p><p><b><br>
About Our Company</b><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><div><div><div><div><div><div><div><p><b>
Base Pay Salary</b></p></div></div></div></div></div></div></div>
The estimated base salary for this role is $87,400 - $110,000 / 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>
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.</p><p></p><p>
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.</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>
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</div>

Sales Supervision Manager – Specialized Trends and Reports

<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>
Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America&rsquo;s leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and build a positive impact on a client&rsquo;s overall experience, we invite you to take your career to the next level by applying to join our team today!<p></p><p><b>
Key Responsibilities:
</b></p><ul><li><p>Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.
</p></li><li><p>Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up.
</p></li><li><p>Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers.
</p></li><li><p>Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement.</p></li><li><p>
Provide general administrative duties such as answering the advisors&rsquo; phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.
</p></li></ul><p></p><p><b>Required Qualifications:</b></p><ul><li><p>
Bachelors degree or equivalent.</p></li><li><p>
3 - 5 years relevant experience required.</p></li><li><p>
Series 7 or ability to obtain within 150 days.</p></li><li><p>
State securities agent registration (S63 or S66) or ability to obtain within 150 days.</p></li><li><p>
Experience working in a client service environment.
</p></li><li><p>Detail-oriented, strong math, and analytical skills. Good organization and time management skills.
</p></li><li><p>Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision.
</p></li><li><p>Able to communicate with all levels within the organization. Process oriented and can work with a team.
</p></li><li><p>Strong computer and software skills.
</p></li></ul><p></p><p><b>Preferred Qualifications:</b></p><ul><li><p>
State IAR registration (S65 or S66) or ability to obtain within 150 days.</p></li><li><p>
Life, Accident, and Health licenses &amp; Variable Contracts or ability to obtain within 150 days.
</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><p><b>
Base Pay Salary</b></p><p></p>
The estimated hourly rate for this role is $32.21 - $44.27 / hour. 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>
Non-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>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>

Registered Client Service Associate

<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 provide support to two critical components of the growth strategy for the Advice and Wealth Management segment - Experienced Advisor Recruiting and External Practice Acquisitions. You will partner closely with field leaders to ensure an effective due diligence process, adequate financial controls and compliance with Ameriprise policies when bringing new assets and advisors to the firm.<p></p><p><b>
Key Responsibilities</b></p><p></p><ul><li>
Own and lead Due Diligence process across all product lines and represent compliance policies through evaluating candidate book of business to determine portability of assets and identify unique aspects of the practice. Demonstrate &amp; maintain strong expertise on products, process &amp; capabilities for broker dealer. Maintain current industry competitive intelligence, benchmarking &amp; analysis. Lead candidate discussions to complete due diligence, create CBA and generate financial offer.</li><li>
Communicate Ameriprise Value Proposition and help candidates understand our capabilities and processes through product and program expertise. Act as liaison among business leaders to gather information and share best practices. Manage multiple relationships across sales organization. Influence senior leaders on behalf of experienced advisors or practice acquisition candidates.</li><li>
Use data from multiple sources, analyze complex issues regarding advisor books of business. Incorporate company and industry knowledge using sound analytical processes. Present results of analysis and/or recommendations to senior leaders and business partners in order to generate financial offers on behalf of the company. Generate valuation models and financial offers for external practice acquisitions (price, terms, protections, payback, etc).</li><li>
Manage EAR and Practice Acquisition pipelines through reporting candidate status. Maintain accurate and timely candidate records in recruiting contact management systems and report accurately on results. Communicate advisor recruiting status, product issues and results effectively to internal and external customers. Answer candidate and field leader questions and resolve complex issues.</li><li>
Pro-actively identify, assess and resolve issues with recruiting and acquisition processes. Work cross organizationally to influence internal business partners in the creation of competitive platform and process capabilities. Provide subject matter expertise and competitive benchmarks to capture best practices and make appropriate enhancements as needed.</li></ul><p></p><p><b><br>
Required Qualifications</b></p><ul><li>
5-7 years' relevant experience</li><li>
Bachelors' degree or equivalent</li></ul><p><b><br>
Preferred Qualifications</b></p><ul><li>
Strong knowledge of Ameriprise Financial products, platforms and systems</li><li>
Strong knowledge of competitor products, platforms and systems</li><li>
5+ years' experience in the financial services industry</li><li>
Series 7 licensed or willingness to obtain</li><li>
Strong analytical and problem-solving skills</li><li>
Strong relationship and communication skills working with all levels of the organization and external candidates</li><li>
Demonstrated ability to influence across business lines and support recommendations based on analysis</li><li>
In-depth knowledge of business operations and processes with ability to articulate these processes to others</li><li>
Ability to deliver difficult messages while still fostering and developing solid partnerships. Relationships developed or established across all Ameriprise business lines</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 $87,400 - $110,000 / 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>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>

Recruiting & Practice Acquisition Manager - EAR

<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 having an understanding of fixed income products in order to support advisors with growing their fixed income business. Identify and promote fixed income trading ideas and strategies. Build and maintain positive and professional relationships with advisors and other external business partners.<p></p><p><b>
Key Responsibilities</b></p><ul><li><p>
Demonstrate an expert understanding of fixed income products and proactively provide fixed income trade ideas and strategies to Advisors.</p></li><li><p>
Skillfully deepen relationships with advisors within territory and articulate how capital markets trading activities and trends influence client&rsquo;s product holdings. Responsible for a geographic area of coverage to support advisor sales of fixed income products.</p></li><li><p>
Cultivate the deep understanding and present fixed income portfolio ideas and recommendations to advisors in a proactive way.</p></li><li><p>
Demonstrate the communication skills, etiquette and confidence to convey fixed income concepts into information that is digestible by varied audiences. Provide expert fixed income guidance to advisors that is crucial to the successful implementation as well as on-going servicing of the affluent account.</p></li><li><p>
With guidance, understand and translate the strategic economic views of the firm, IRG (Investment Research Group), and the trading desk into actionable portfolio recommendations that are aligned with the Firms&rsquo; overall outlook. Provide input to help shape the investment strategy messaging in partnership with wealth management, IRG and marketing.</p></li><li><p>
Support fixed income trading strategists with portfolio creation and rebalancing ideas.</p></li><li><p><b><br>
Required Qualifications</b></p></li><li><p>
3+ years of relevant experience</p></li><li><p>
Ability to gain Series 7 within reasonable time of hiring</p></li><li><p>
Active to gain Series 63/66 within reasonable time of hiring</p></li><li><p>
Demonstrated knowledge of fixed income securities, financial markets, portfolio strategy, economics and marketing products</p></li><li><p>
Advanced understanding of fixed income regulatory issues</p></li><li><p>
Proven ability to build strong partnerships &amp; relationships and coach and influence appropriately</p></li></ul><p></p><p><b>
Base Pay Salary</b></p><p></p>
The estimated base salary for this role is $75,000- $85,000 / 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 insurance.<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><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>

Fixed Income Specialist

<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, Investment Management Analysis will play a critical role in shaping and executing the investment strategy for Ameriprise&rsquo;s Owned Assets portfolio. This position is critical to the firm&rsquo;s investment decision-making process and is deeply involved in strategic asset allocation, overseeing daily investment execution, and ensuring alignment of the investment portfolio with enterprise objectives.<br>
<br>
This role partners closely with business lines, Asset Liability Management (ALM), Treasury, and the firm&rsquo;s asset manager to guide the company&rsquo;s investment profile and support long‑term financial performance.<p></p><p><b>
Responsibilities</b></p><ul><li><p>
Provide daily operational direction to implement approved strategies</p></li><li><p>
Advise on portfolio management decisions, ensuring alignment with statutory and regulatory rules, accounting standards, liquidity and capital requirements, tax considerations, and credit risk targets.</p></li><li><p>
Support strategic initiatives, identifying emerging issues, analyzing financial implications, and contributing to enterprise-level decision making.</p></li><li><p>
Assess and inform decisioning related to strategic initiatives, identifying issues, and assessing financial impacts</p></li><li><p>
Develop and prepare presentations to senior level audiences regarding investment strategy, results, and recommendations</p></li><li><p>
Serve as a fixed income subject matter expert, supporting financial modeling, scenario analysis, and long‑term investment planning.</p></li></ul><p></p><p><b>
Required Qualifications</b></p><ul><li><p>
5+ years of experience in investments, including 3+ years focused on fixed income or investment strategy.</p></li><li><p>
Deep knowledge of fixed income markets, asset classes, and portfolio construction concepts.</p></li><li><p>
Proven ability to think strategically and apply quantitative and problem-solving skills</p></li><li><p>
Strong relationship and communication skills</p></li></ul><p></p><p><b>
Preferred Qualifications</b></p><ul><li><p>
Proven ability to think strategically and apply quantitative and problem-solving skills</p></li><li><p>
Prior experience leading cross-functional projects</p></li><li><p>
Chartered Financial Analyst (CFA)</p></li><li><p>
Associate / Fellow of the Society of Actuaries</p></li><li><p>
Degree in Finance, Economics, or related discipline</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><p><b>
Base Pay Salary</b></p><p></p>
The estimated base salary for this role is $140,200 - $192,800/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>
Finance<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>FIN Finance<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 - Investment Management Analysis

Join Ameriprise Financial and explore 12   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.