Senior Operations Professional

Ameriprise Financial Services, LLC

Managed Account operations professional processing transactions and audits for Ameriprise Financial. Resolving issues, ensuring regulatory compliance, and improving operational workflows.

Posted 8/19/2026full-timeMinneapolis • Minnesota, Nevada, North Carolina • 🇺🇸 United StatesSenior💰 $44,400 - $61,100 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in transaction processing and compliance within Managed Account operations, with a strong focus on problem-solving, attention to detail, and effective communication. Capable of managing multiple priorities in a fast-paced environment while ensuring adherence to industry regulations.

Highest-signal resume keywords

Transaction ProcessingProblem ResolutionAttention to DetailCustomer Service ExperienceRegulatory Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Operations ProcessingTransaction RequestsProcess ImprovementResearch SkillsHigh-Volume Processing

Soft Skills

Strong Communication SkillsAbility to Manage Multiple Priorities

Tools & Technologies

EnvestnetThomsonBETACOLAAPL

Industry Keywords

Managed AccountsFinancial IndustryCompliance ProceduresInternal Systems

About the role

Key responsibilities & impact

Independently review and process requests and audits for Managed Account operations
Ensure comprehensive and seamless operations for transaction requests and product types through various processing systems
Research and resolve issues with internal and external business partners
Ensure transaction processing follows industry rules, regulations, and internal compliance procedures
Troubleshoot and provide seamless service
Identify process improvements and partner with appropriate resources to implement solutions
Use computer applications to provide operational processing information and take appropriate action
Provide support to other organization members as necessary

Requirements

What you’ll need

High school diploma or GED
1-3 years of relevant experience
Previous operations, processing, or customer service experience
Ability to research and resolve problems
Ability to manage multiple priorities in a fast-paced, results-driven transaction-based environment
Understanding of company and industry regulatory requirements
Strong written and verbal communication skills
Strong attention to detail and ability to meet accuracy standards in a high-volume processing situation
Valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States
Preferred: Managed Accounts or financial industry experience
Preferred: Understanding of Envestnet, Thomson, BETA, COLA, APL, and various other internal systems

Benefits

Comp & perks

Vacation time
Sick time
401(k)
Health insurance
Dental insurance
Life insurance
Flexibility to work from home one day per week
Variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role
Reasonable accommodation support during recruitment and interviews