Ameriprise Financial Services, LLC

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

Financial Planning and Analysis

• 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

Senior Counsel – Corporate & Securities Laws

Full-stack Engineer

• Design and maintain ServiceNow Service Maps to accurately represent business services and their dependencies.
• Collaborate with application owners and infrastructure teams to define service boundaries and critical components.
• Continuously refine service maps to reflect changes in the environment and improve accuracy.
• Troubleshoot mapping issues and optimize discovery logic for performance and reliability.
• Leverage discovery patterns and probes to enhance service visibility and automation.
• Create and maintain discovery patterns to identify and collect data from various IT devices and systems.
• Define scan schedules for different types of devices and systems.
• Review and validate discovered data to ensure accuracy and consistency.
• Identify and address data discrepancies between the CMDB and live systems.
• Implement data cleansing processes to remove duplicate or irrelevant information.
• Investigate and resolve discovery errors or failures.
• Analyze discovery logs to identify potential issues.
• Provide technical support to users regarding discovery processes and data.
• Integrate with third-party tools to pull in additional asset data.
• Regularly review and update the CMDB to reflect changes in the IT infrastructure.
• Identify and address orphaned or outdated CIs within the CMDB.
• Focuses on data quality within the CMDB, including data validation, cleansing, and ensuring accurate relationships between CIs.
• Designs the overall discovery strategy, including integrations with other systems and best practices for data management.

Service Management Technical Lead

Analyst

• Cover for Customer Analytics Lead
• Ad-hoc analysis: Capital preservation event table production, BBG buyback yield analysis
• Solvency II reporting (not supported by CTI) , RG97 Client contributions and withdrawals co-ordination
• Product Reviews of data on platforms, required on a timely basis with specific Pyrford knowledge
• Bespoke Valuations
• Quarterly Distribution
• External Ad Hoc Reporting
• Client Custodian FX Reporting (assuming majority of clients move to passive fx management)
• Mandate or client specific commentary
• Periodic Standard Responsible Investment reporting e.g. Task Force on Climate-related Financial Disclosures (TCFD) report and Sustainable Finance Disclosure Regulation (SFDR) annual disclosures

Client Liaison Analyst – 6 month FTC

Product Manager

• Lead product vision and strategy by deeply understanding customer needs, business objectives, and market opportunities; translate insights into a clear, outcome‑driven digital roadmap.
• Own and evolve personas, user journeys, value propositions, and success metrics, ensuring the team remains anchored in customer-centric problem solving.
• Drive product discovery activities in partnership with UX and business stakeholders, including opportunity identification, hypothesis definition, and validation of solutions before delivery.
• Partner closely with UX Design and Engineering Leads to define roadmap priorities, shape the backlog, and provide context for why work matters—not just what is being built.
• Represent the product to the business as the primary point of contact, facilitating alignment on priorities, tradeoffs, and sequencing to maximize impact.
• Define and track KPIs and measurable outcomes, regularly sharing insights and progress with stakeholders and leadership.
• Identify new opportunities to deepen customer relationships and deliver value through continuous assessment of customer behavior, feedback, analytics, and qualitative research.
• Provide day‑to‑day leadership for one or more Agile Scrum teams, influencing without authority and ensuring clarity of vision throughout execution.
• Partner with senior product leadership on strategic planning, investment decisions, and annual budgeting, adjusting strategy as learnings evolve.
• Foster strong cross‑functional relationships with UX, Engineering, Analytics, Compliance, Security, and business partners to ensure scalable, high‑quality digital solutions.

Digital Product Owner

Client Services Representative

• Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.
• Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, build the agenda and summary of meetings, escort clients to advisor and provide vital follow-up.
• Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
• Prepare for and coordinate marketing events which includes crafting marketing compliance documentation and managing event marketing reimbursement.
• Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.

Registered Client Service Associate

Cloud Engineer

• Serve as the principal consultant for Snowflake best practices
• Evaluate new Snowflake features and create adoption frameworks
• Define AI-ready data patterns to accelerate AI solution delivery
• Architect scalable, secure Snowflake environments
• Design multi-account AWS integrations
• Establish performance engineering practices
• Implement data governance by design
• Lead enablement for Snowflake Cortex AI capabilities
• Create reusable AI accelerators to reduce time-to-value
• Establish CI/CD for data and AI
• Implement observability across platform and workloads
• Mentor senior engineers and run design reviews, technical guilds, and architecture councils

Lead Snowflake Cloud Engineer

Human Resources

• Contributing to and operationalizing our enterprise HR technology roadmap in partnership with senior leadership.
• Overseeing a global team of technologists responsible for developing and configuring simple, innovative, and efficient technology solutions.
• Driving agenda to design and implement user-friendly HR systems and processes.
• Scanning the market and peer firms to recommend best practice solutions and emerging technologies.
• Implementing and utilizing agile product methodology.

Vice President – Global Head of HR Systems

Operations

• Provide end to end leadership for the strategy, delivery, and operational support of enterprise employee technology solutions
• Lead delivery of technology solutions and enhancements, ensuring commitments for scope, schedule, cost, quality, and risk are met
• Oversee release planning, change management, and deployment activities to minimize business disruption
• Own production support outcomes for assigned applications and services
• Manage strategic vendor and partner relationships across delivery and operations
• Own budget and financial planning for delivery initiatives and production services
• Lead and develop an organization spanning delivery and production support functions
• Champion adoption of enterprise standards, ITIL practices, and operational controls

Director – Technology Delivery and Operations

• Be responsible for designing, coding, testing, implementing, maintaining, and supporting application software that is delivered on time and within budget
• Work closely with customers, business analysts, technology, and project teams to understand business requirements, drive the analysis and design of quality technical solutions that are aligned with business and technology strategies, and comply with the organization's architectural standards
• Provide technical guidance to the development team through the full software life cycle
• Responsible for picking up new technologies independently, while actively collaborating with your peers on solutioning and providing constructive feedback
• Leverage strong attention to details to minimize the need for corrections and proactively address potential issues before they escalate
• Creative, thoughtful, and driven about bringing fresh and original ideas to improve the team’s technical processes
• Write clean code and provide constructive feedback on team members’ code when required
• Actively contribute to the full development life cycle and volunteer to assist your colleagues when it is needed
• Clearly communicate complex concepts to both non-technical and technical partners
• Understands the importance of documentation and engage in its creation and maintenance

Software Engineer

• Deliver high quality service to clients in line with Investment Management Agreements (IMAs) and Columbia Threadneedle Investments standards.
• Act as first point of contact for client queries, requests, instructions, ensuring timely and accurate responses.
• Partner closely with Sales and internal stakeholders to support client retention and overall relationship development.
• Host client review meetings; support and participate in due diligence sessions, ensuring materials are accurate and well-coordinated.
• Build trusted relationships with clients through clear communication of service standards, enhancements and changes.
• Proactively identify opportunities to enhance client experience and improve service delivery.
• Coordinate and support the onboarding of new Institutional and Intermediary clients across regions and time zones.
• Facilitate communication across business areas involved in client take-on.
• Coordinate documentation, including AML/KYC and legal agreements, in partnership with relevant teams.
• Work with Operations and Reporting teams to ensure smooth operational setup and delivery of reporting requirements.
• Support effective issue resolution and escalation when required.
• Ensure timely delivery of routine client reporting and related deliverables.
• Coordinate with internal teams to maintain quality, consistency and accuracy of reporting outputs.
• Communicate relevant updates and notifications to clients, including fund updates, regulatory communications and periodic reporting.
• Contribute to the ongoing enhancement of client service processes, with a focus on improving efficiency, consistency and client outcomes.
• Support initiatives to streamline workflows and enhance scalability of service delivery.
• Participate in projects relating to system enhancements, regulatory changes and process improvements.
• Investigate and resolve client-related issues in a timely and accurate manner.

Client Service Manager

• Assist Ameriprise financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc.) as described by the advisor
• Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and summary of meetings and provide necessary follow-up
• Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance/annuity applications and coordinate rollovers
• Prepare for and coordinate marketing events which includes creating marketing compliance documentation
• Provide general administrative duties such as answering the advisor's phone, process expense management reports, prepare routine client correspondence, set up of client files, copy and new business correspondence and alerts
• Assist advisors in increasing their social media presence (Facebook & LinkedIn) with relevant and timely content

Analyst – Financial Advisory Support

Systems Engineer

• Lead UX design initiatives within ServiceNow by integrating user-centered design practices across the full development lifecycle
• Conduct user research and translate insights into intuitive user flows, wireframes, and prototypes
• Collaborate closely with product managers, engineers, and stakeholders to align with business goals
• Develop and maintain scalable design systems, advocate for accessibility and inclusive design
• Facilitate workshops, present design strategies to leadership, and mentor teams to promote a culture of UX excellence
• Adhere to Agile methodologies and ServiceNow best practices