Ameriprise Financial Services, LLC

Systems Engineer

• Provide support for strategic initiatives and idea vetting by completing all required documentation, performing data collection, and conducting analysis for business processes under review with guidance from Business Architect.
• Collaborate with stakeholders to ensure the accuracy and completeness of gathered information, including the creation of current-state process maps, experience maps, and other artifacts.
• Partner with business, technology, and analytics teams to identify and prioritize opportunities, ensuring that all opportunities are tracked and followed through to completion.
• Facilitate collaboration across business and technology teams, ensuring smooth coordination and communication.
• Provide support in solution design and implementation as needed.
• Create clear, consumable visuals to represent business and solution context, such as:
• Capability maps (current vs. target)
• Process maps (e.g., BPMN, swimlane flows)
• Data flow / integration diagrams
• Drive end-to-end automation projects, from opportunity identification and qualification to creating project Cost-Benefit Analyses (CBA) and ensuring successful execution.
• Stay updated on the latest developments in AI technologies and actively participate in Proof of Concepts (POCs) and Proof of Value (POV) exercises for new technologies.
• Perform effectively across SDLC phases: concept, discovery, analysis, design, build support, testing support (SIT/UAT), release readiness, and post-implementation validation.
• Produce and manage requirements artifacts, acceptance criteria, traceability, and change control across iterative (Agile) or sequential (Waterfall) delivery models.
• Support test strategy development and coordinate UAT planning, execution readiness, defect triage, and business sign-off.

Senior Business Systems Analyst – Lead

Manager

• Lead on-boarding and implementation for internal Ameriprise Personal Wealth Group acquisitions
• Manage relationships throughout onboarding
• Customize the implementation plan and track key program milestones
• Escalate any non-standard requests to senior management
• Manage the end-to-end onboarding and hiring process
• Partner with the transition management team
• Set clear advisor expectations upfront
• Lead on-site support for all pre- and post-conversion activities
• Provide strategic analysis of onboarding process
• Manage, track and analyze key success metrics and trends

Senior Manager – Onboarding & Engagement

Risk

• Provide operational risk and controls thought leadership and expertise to the business unit.
• Lead the development of risk management strategies that drive identification, quantification and mitigation of risk within the business.
• Establish and lead a governance framework designed to monitor and ensure efficacy of operational risk management and process controls.
• Identify high risk processes and controls and build out a testing program to ensure these processes and controls are reviewed and tested throughout the year.
• Be the point person for risk events as they occur in the business unit.
• Provide oversight, guidance and leadership on KRI population and risk reporting.

Senior Manager, 1st Line Risk - EMEA Distribution

Backend Engineer

• Responsible for Designing, Coding, Testing, Implementing, Maintaining and Supporting Vantage-One based application that is delivered within scope, with high quality, on time and within budget.
• Work closely with Business partners, & Technology team members to understand business requirements.
• Perform analysis and design of quality technical solutions that comply with the organization's architectural standards.
• Provide technical guidance to the development team through the full software life cycle.

Dotnet Developer

Administrative Assistant

• Provide comprehensive administrative support to the VP–Technology and their direct reports
• Partner with internal and external executives and administrative teams to coordinate complex executive calendars and meetings
• Coordinate leadership travel and other logistics as required
• Manage end‑to‑end visitor logistics for the Hyderabad location
• Ensure timely and accurate submission of expenses and track/manage the technology team’s engagement budget
• Plan, coordinate, and execute meetings and events including staff meetings, town halls, and employee engagement initiatives for Hyderabad location
• Liaise with cross‑functional teams including Technology, Corporate Security, HR, Finance, and Real Estate to ensure smooth day‑to‑day operations at the Hyderabad site
• Support onboarding of new hires and offboarding processes for at the Hyderabad location
• Prepare, track, and maintain various reports and dashboards
• Act as backup support for other administrative assistants to ensure continuity of operations as needed

Lead – Administrative Assistant

Data Engineer

• Partner with Product Owners and stakeholders to translate business outcomes into technically actionable, build‑ready requirements
• Decompose epics and features into engineering‑backed user stories with clear acceptance criteria and technical context
• Act as a technical conduit between product and engineering teams, ensuring shared understanding of design trade‑offs and constraints
• Participate in solution discussions, architecture reviews, and technical refinement sessions
• Validate requirements against data models, APIs, pipelines, and cloud infrastructure patterns
• Contribute directly to data analysis, SQL queries, schema definitions, metadata documentation, and pipeline validation
• Support engineering teams with implementation‑level artifacts such as data contracts, business logic mapping, and quality rules
• Define and embed data quality checks, reconciliation logic, and reliability metrics into delivery workflows
• Support backlog prioritization with a clear understanding of technical dependencies and delivery risks
• Contribute to continuous improvement of delivery processes and engineering best practices

Principal Lead – Product Data Engineer

• Provide day-to-day coordination and support of department and project activities to ensure key tasks and deadlines are met
• Manage individual leader(s)/team calendars and meeting logistics, including scheduling across multiple time zones
• Coordinate domestic and international travel, ensuring compliance with policies and alignment with meeting schedules and priorities
• Create, submit, and track expense reports, ensuring travel purposes are properly documented and expenses comply with company policy
• Support ad hoc requests, team initiatives, and small projects
• Research, respond, and resolve questions regarding department processes and policies
• Collaborate with other functional areas to quickly resolve issues and accomplish responsibilities.

Senior Administrative Assistant – Investment Teams

Financial Planning and Analysis

• Work with an experienced advisor to build a personal book of business
• Establish financial planning relationship focused on accomplishing clients goals
• Obtain required licenses/credentials within 150 days of hire
• Assist seasoned financial advisor(s) in working with clients
• Provide support to clients and prospects by serving them holistically

Financial Advisor Associate

• Calculation and analysis of relevant fund performance and other analytical data, including ad-hoc data requests
• Production of recurring deliverables provided to internal business partners
• Actively support implementation of changes impacting performance, including development of solutions
• Partner with internal organizations to ensure data quality and to identify and resolve issues related to reporting
• Ensure documentation of relevant processes are complete, detailed and well-maintained
• Work on ad-hoc projects as needed

Senior Investment Performance Analyst

Sales

• Responsible for engaging and coaching advisors to grow their businesses organically
• Partner with field leaders to drive results across the territory
• Provide proactive support to all advisors in the designated area
• Meet a service level agreement of minimum contact per coached advisor
• Analyze data for reasons to drive sales results
• Influence advisors to grow faster or course correct where needed
• Build cohorts of likeminded advisors focused on growth topics
• Curate content to generate discussion among peers
• Drive the Four Disciplines of Execution via monthly calls
• Facilitate dialogue and influence behavior change
• Engage advisors in growth coaching via business planning and town halls
• Assess advisor needs and provide a personalized growth plan
• Travel with Field Leaders and team members to territory and national functions

Regional Sales Manager

Call Center Representative

• First point of contact regarding service issues, troubleshooting, and enter complex service requests into appropriate systems for resolution
• Educate clients and advisors on newly implement services, systems, or procedures for efficient self-service
• Process complex service transactions, or resolve account service casework, which have been initiated by web-based or paper forms utilizing computer applications in a timely manner in order to meet/exceed Service goals
• Interact directly with customers, inbound/outbound phone queue, to provide accurate and immediate solutions to transaction and service request.
• Participate in Team meetings, huddles, and brainstorming sessions to discuss process updates, operational issues and identify process improvement opportunities

Contact Center Specialist

Operations

• Manage activities that support business results, revenue growth, client experience and efficiencies in practice
• Manage resources to achieve business results, including revenue and client acquisition targets
• Partner with Branch Manager to ensure advisor business plans are completed and marketing events are tracked and measured
• Assist advisors in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions
• Prepare and ensure new business paperwork processes are successfully filled out
• Build, manage, track and analyze reports and branch vitals
• Review advisor expense reports, branch P & L, budgeting, reporting/correcting errors, identify and implement expense reduction opportunities
• Lead, coach, mentor and provide performance management for direct reports
• Conduct 1:1s with staff

Registered Operations Leader

• Provide strategic and operational leadership to strengthen financial governance
• Guide AWM planning cycles
• Oversee initiative setup, monthly portfolio reconciliation, annual planning processes
• Manage resource stewardship to ensure organizational readiness and alignment
• Partner closely with Finance, Business Planning & Analysis, Controllership, and business owners
• Drive disciplined financial governance
• Support Program and Field Implementation leaders
• Monitor new Tier 1 initiative ideas and submissions
• Recommend and implement process improvements
• Champion best-practice capabilities across practitioner communities
• Consult and coach senior leaders and project resources

Senior Practice Manager

• Drive profitable multi-office growth across a defined geography by creating a compelling business plan
• Emphasize profitable growth through effective management of P&L, implementing sound strategy and growth through advisor and client acquisition, retention, tenure,
• Lead branch and associate managers and build strong partnerships with operations staff
• Develop and execute performance improvement plans when necessary
• Implement national recruiting strategy and generate leads into the local area pipeline
• Drive profitable organic growth of the complex and branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience
• Ensure brand standards, client service, and client satisfaction are met
• Maintain a legal and compliant organization
• Develop a strong local culture including a culture of peer learning and comradery

Complex Director

• Deliver a consistent and personalized experience resolving complex inquiries
• Build strong relationships with internal business partners
• Lead process improvement initiatives to enhance the client and advisor experience
• Serve as the main point of contact for escalated or complex questions
• Provide branch and practice level consultation as identified or requested
• Understand complex client letter requests and compose correspondence