Ameriprise Financial Services, LLC

Financial Planning and Analysis

• Handle the investment process of trust accounts including developing investment strategies
• Communicate with Ameriprise Financial Advisor and clients
• Monitor and execute investment activities in the trust account
• Retain client relationships and collaborate with new business officers
• Review and develop Investment Policy statements for fiduciary account
• Present investment performance to advisors and clients
• Recommend investment models based on client tax situations
• Act as fiduciary investment manager including setting investment objectives and monitoring performance
• Contribute to investment management topics and projects

Trust Investment Officer

• Develop analytic models to support business transformation recommendations
• Analyze business situations, design and build models leveraging multiple data sources and tools
• Provide technical analysis and support by developing, improving, operating, and documenting asset models
• Partner with business, technology and vendors to complete baseline activities
• Gather data and analyze problems across projects to recommend solutions

Senior Capital Markets Financial Analyst

Manager

• Monitor and forecast capital and liquidity needs
• Evaluate how balance sheet activity impacts funding and capital levels
• Deliver actionable insights that strengthen competitive position
• Evaluate the associated risk profile and proactively identify emerging risks
• Lead and support cross-functional initiatives to optimize capital and liquidity
• Provide analytics, recommendations, and ad-hoc 'what-if' analysis for decision-making

Senior Manager, Treasury Capital and Liquidity Management

Product Manager

• Serving as the Secretary of the Columbia Threadneedle Product Advisory Committee (PAC)
• Participating in business management issues, such as 15C/pricing decisions
• Hosting a monthly product change/new product implementation meeting communicating and coordinating changes to existing products and new fund launches.
• Ownership of all Product team process documents, including Product Management and Development Routines, PAC Charter, Committee Stakeholder readiness documents
• Managing team preparation for the Investment Oversight Committee and the Columbia Funds Board
• The candidate will carry a high visibility role in exercises such as Portfolio Manager changes and product management’s response to regulatory actions
• Some examples of governance responsibilities include: Working with finance to manage revenue impacts in advance of strategy changes or product rationalizations
• Owning the process of implementing and communicating portfolio manager changes
• Managing product responsibilities for share class consolidations/additions, share class splits/reverse splits, fund mergers, product name changes, benchmark adds/changes, modifications to investment mandates, and ETF conversions
• Coordinating with 5P and Investment Risk Management as appropriate for fund actions, including strategy changes/modifications
• Working with product development industry developments, understanding new vehicles and complex securities
• Managing the internal seed deployment/return process for NA Product
• Represent the Product team in the continued development/ expansion of Product Master

Director of Product Governance

Administration

• Provide strategic business-focused support to an organizational leader
• Function as an extension of the senior leader
• Develop agendas and content for key meetings
• Monitor progress of operational and strategic objectives
• Initiate activities to maximize organizational effectiveness

Director, Planning and Administration

• Drive profitable multi-office growth across a defined geography.
• Create a business plan emphasizing growth through effective management of P&L.
• Drive revenue and asset growth by segmenting needs and prioritizing opportunities.
• Develop and execute performance improvement plans.
• Implement national recruiting strategies and lead recruiting efforts.
• Onboard and ramp up new advisors to drive growth.
• Provide coaching to branch managers and advisors on business planning and client acquisition.

Complex Director

Operations

• The Sr. Operations Manager provides strategic leadership and communication strategy execution for Program and Field Implementation (PFI)
• Drive leadership communications, governing internal collaboration methods, and leading execution of high priority internal initiatives
• Partner with leaders to enable decision-making through actionable insights, simplify communication channels, and drive execution of key priorities—enhancing alignment and organizational effectiveness
• Enforce disciplined process management, including budget oversight and initiative governance.
• Own end-to-end execution of internal initiatives aligned to PFI strategic priorities
• Translate business requirements into structured plans, ensuring disciplined execution, risk management, and accountability
• Coordinate cross-functional stakeholders to deliver initiatives on time and aligned to desired outcomes
• Drive operational efficiency through standardized processes, scalable delivery models, and continuous improvement

Senior Operations Manager

• Enable effective day-to-day operations that support Advice & Wealth Management (AWM) Investment Optimization (IO) program execution.
• Manage the AWM Operating Model intake process end-to-end.
• Support portfolio governance by partnering with stakeholders to validate funding sources.
• Facilitate Centralized Engagement governance forums and prepare decision-ready materials.
• Maintain and continuously improve intake standards, templates, and documentation.
• Produce recurring intake and portfolio reporting and translate insights into a prioritized improvement backlog.
• Lead business analysis for PFI initiatives, partnering with business leaders and SMEs to understand and confirm scope, analyze, and document requirements for complex, cross-functional initiatives.
• Perform process and gap analysis while translating business needs into actionable analysis artifacts.

Wealth Management Operations Manager

• Work with an experienced advisor to build a personal book of business and help shape clients' financial future.
• Build a pipeline, complete with personal and professional contacts and new leads.
• Obtain your required licenses/credentials within 150 days of hire.
• Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals.
• Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice.
• Provide support to clients and prospects by serving them holistically and/or specializing in products or services.
• Develop and execute a robust marketing plan to achieve the practice’s client acquisition goals.
• Foster ongoing financial planning relationships with clients.
• Become a product expert.

Financial Advisor Associate

• Support execution of PFI business unit priorities, including development of leadership presentations, reporting materials, and executive-ready content
• Translate complex strategic priorities into clear, concise communications that drive alignment across stakeholders
• Prepare and deliver recurring materials with a high degree of accuracy and timeliness
• Execute employee engagement programs and support initiatives to improve ESAT outcomes through structured action planning
• Lead end-to-end project management for internal PFI initiatives, ensuring clear plans, milestones, and on-time delivery

Operations Manager

• Lead initiatives that drive revenue growth, enhance client experience, and improve operational efficiency
• Align resources to support key performance metrics, including client acquisition, GDC, net flows, retention, and digital adoption
• Partner with AFIG leadership, advisors, and staff to operationalize business priorities
• Oversee activities that support business results, revenue growth, and client experience
• Monitor and analyze performance metrics to identify next best actions and continuous improvement opportunities
• Provide leadership, coaching, mentoring, and performance management for direct reports
• Champion a culture of coaching, mentoring, and continuous improvement

Manager – Field Operations and Engagement

Actuary

• Develop, maintain, and enhance actuarial models used for financial and risk reporting, ensuring accuracy, efficiency, and alignment with business requirements
• Support ongoing reporting processes by delivering timely and accurate results, performing peer reviews, and implementing model updates for assumption changes and other enhancements
• Contribute to model development initiatives, including building new functionality, validating results, and ensuring models meet internal standards for testing, documentation, and governance
• Drive continuous improvement in modeling processes through optimization, standardization, and increased automation of workflows and reporting outputs
• Collaborate with cross-functional teams to ensure models appropriately reflect product features and reporting needs, while communicating progress and results effectively to stakeholders
• Professional development to maintain Actuarial credentials

Staff Actuary

Vice President

• Lead a ~440-person geography covering Michigan’s Lower Peninsula
• Drive advisor recruitment by attracting experienced talent
• Develop and execute organic growth coaching programs for legacy and EAR advisors
• Mobilize resources to support recruiting strategies and enhance advisor engagement
• Hold independent contractor coaches accountable for execution
• Provide leadership, performance oversight, and ongoing development for team members

Field Vice President, Independent Channel

• Oversee the preparation and review of external reports filed with regulators on a periodic basis, primarily quarterly.
• Manage and review various Bank Holding Company regulatory filings, ensuring accuracy, consistency, and alignment across all filings and disclosures.
• Review monthly/quarterly schedules used for both internal and external purposes, and assist with ad-hoc projects, such as technical reporting research, financial statement analysis, and review of peer group report filing disclosures.
• Review and approve selected accounting journal entries to ensure accuracy, proper documentation, and compliance with GAAP and internal control requirements.
• Actively participate in enterprise and bank-specific initiatives, product launches, and complex transactions by assessing financial reporting and regulatory reporting impacts, advising business partners on accounting considerations, and supporting implementation of related reporting requirements and controls.
• Design and monitor effective internal controls over financial reporting and work closely with internal auditors to complete reviews/audits in a timely manner.
• Provide work direction and thought leadership to a team of accountants.

Senior Manager, Financial Reporting

General Counsel

• Support corporate governance, securities, and public company matters
• Ensure compliance with NYSE listing and public company reporting requirements
• Lead a team of governance specialists
• Conduct legal research on corporate governance issues and trends