Ameriprise Financial Services, LLC

Financial Planning and Analysis

• Work with an experienced advisor to build a personal book of business
• Build a pipeline with contacts and new leads
• Obtain necessary licenses within 150 days of hire
• Manage specific parts of the business including client service model

Financial Advisor Associate

Systems Engineer

• Perform a variety of engineering tasks around system design, implementation, integration, and optimization
• Utilize systems expertise and knowledge of software, hardware, networks, and/or storage to evaluate business needs
• Provide technical guidance to other technology resources as it relates to projects and/or area of expertise

• Implement national recruiting strategy
• Recruit high quality experienced advisors for Ameriprise Financial to the branch location
• Actively generate leads into local area pipeline and manage the end-to-end candidate experience
• Develop branch’s unique value proposition and articulate to candidates
• Execute on onboarding and ramp-up plans that drives growth
• 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
• Lead the branch with integrity
• Perform front-line supervision 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
• Develop 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 giving back to the communities in which we live and work
• Maintain or build personal wealth management practice serving clients through the Ameriprise Client Experience
• Lead from the front and be a role model for others in how you serve your clients and run your practice

Branch Manager – Pacific Northwest

Recruitment

• Lead a high quality, high quantity recruiting/career path effort for Franchisee Staff, Novice/Experienced Advisors and External Practice Acquisition hires for the Territory
• Develop and manage a comprehensive diversified sourcing strategy
• Effectively screen and conduct interviews with candidates
• Present unique value propositions of opportunities
• Guide and manage all steps of the recruitment process in partnership with the Franchisee
• Lead the annual Advisor Business Planning process for the Territory
• Ensure high participation and thorough capture of advisors' growth goals and objectives
• Responsible for driving advisor engagement in programs that drive practice growth
• Drive advisor participation in Growth Programs, Region and Territory training events
• Lead the onboarding process for all new advisor hires and practice acquisitions
• Serve as a key point of contact to ensure advisors have the right tools, resources, training, and support
• Support ad hoc field leader and top advisor requests for assistance
• Present strategic messaging on behalf of the local leadership team in advisor engagement venues
• Provide leadership to matrix business partners

Senior Manager, Franchise Recruiting – Engagement

• 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.

• 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

Financial Advisor Associate

Systems Engineer

Branch Manager – Pacific Northwest

Senior Manager, Franchise Recruiting – Engagement

Trust Investment Officer

Senior Capital Markets Financial Analyst

Senior Manager, Treasury Capital and Liquidity Management

Director of Product Governance

Director, Planning and Administration

Complex Director

Senior Operations Manager

Wealth Management Operations Manager

Financial Advisor Associate

Operations Manager

Manager – Field Operations and Engagement