Ameriprise Financial Services, LLC

Cloud Engineer

• Responsible for designing, building, and delivering scalable, secure, and high performing cloud, DevOps, and data platform solutions across Azure, AWS, and Microsoft Fabric
• Partner closely with business and cross commit technology teams to architect modern cloud-native systems
• Optimize enterprise data flows, automate deployments, and enable decision making through resilient data and analytics platforms
• Lead modernization initiatives for existing assets including re‑architecture/optimizations into Azure/AWS cloud ecosystems
• Architect cloud-native patterns including serverless computing, container orchestration, event-driven designs
• Drive cloud security and governance by implementing security baselines, IAM controls, encryption and key‑management policies, and vulnerability remediation, while ensuring adherence to tagging standards, cost optimization, resource compliance, and FinOps practices
• Automate release processes, environment provisioning and cloud resource lifecycle management
• Implement Infrastructure as Code (IaC) using Terraform, CloudFormation
• Enforce cloud-native monitoring, observability, and automated recovery frameworks
• Build and manage CI/CD pipelines using Jenkins, Bitbucket or similar frameworks
• Lead the adoption of Microsoft Fabric components (Lakehouse, Pipelines, Warehouse, Real-Time Intelligence, Data Activator)
• Develop automated data ingestion, transformation, and orchestration solutions using Python, Fabric Pipelines, Azure Data Factory, AWS Glue, or Lambda
• Establish performance, governance, workspace models, and Fabric security standards
• Build high-quality utilities/automation solutions using Python and cloud SDKs
• Lead delivery of complex cloud, data, and AI initiatives and manage timelines, risks, dependencies, and communication across stakeholders

Senior Cloud Engineer – Lead

Digital Marketing

• 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 advisors 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?

Digital Marketing Analyst

Customer Support

• Provide leadership to a customer service team
• Be responsible for implementing and maintaining appropriate policies and procedures
• Assist in planning for adequate staff levels
• Provide general work direction and team development/coaching
• Lead client service projects or initiatives
• Be accountable for meeting client service and accuracy standards/metrics
• Serve as a key resource for internal partners on customer service projects and initiatives
• Provide leadership in resolution of complex and high-priority service issues
• Take key responsibility for auditing and other quality assurance methods
• Mentor and coach other leaders in team development and process knowledge
• Provide leadership and coaching for direct reports

Manager – Customer Service

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 summarize client meetings by scheduling and confirming meetings, crafting an agenda and summary of meeting, escorting clients to advisors office and providing follow-up.
• Prepare and ensure new business paperwork processes are successfully filled out.
• Provide general administrative duties such as answering phones, processing reports, preparing correspondence, setup files, etc.
• 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.
• Partner with Registered Principal to ensure compliance support is established and training needs are met.
• Lead real estate and facilities initiatives.
• Lead, coach, mentor and provide performance management for direct reports.
• Partner with Senior Operations Leader and Regional Director of Operations to determine staffing needs; request, hire and allocate staff.
• Conduct 1:1s with staff.

Registered Operations Leader

Financial Planning and Analysis

• Attend and engage in coaching and training led by the leadership team
• Generate client prospects through various marketing strategies and networking
• Develop and execute a marketing plan to attract target audiences
• Schedule and conduct financial planning meetings with clients
• Build relationships with clients and develop a service model
• Achieve program standards for additional compensation and recognition
• Build a book of business as an Ameriprise Financial advisor

Financial Advisor

• Work with an experienced advisor to build a personal book of business
• 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 achieve financial goals
• Provide support to clients and prospects by serving them holistically

Financial Advisor Associate

Client Services Representative

• Responsible for client interactions including converting service calls to sales opportunities from inbound client calls.
• Preparing Client Relationship Managers for sales presentations and interactions with clients.
• First call resolution, setting up accounts, completing and processing paperwork, scheduling meetings, executing routine clerical transactions, answering requests for information, fields client issues, and manages recovery process.
• Transact and process business on behalf of advisors and product specialists and support the Client Relationship Manager in the financial planning process.
• Gathering and documenting information to ensure compliance requirements are met.
• Liaison between Product Specialists and Client Relationship Managers to come up with recommendations.
• Engage in on-going professional development to increase industry, product, sales and servicing skills and abilities.
• Maintain all appropriate FINRA/other licenses and requirements up to date.

Client Support Associate

Learning and Development

• Provide day to day operational and program support across the full sales learning lifecycle
• Develop, maintain and monitor accurate learning activity and performance tracking reports
• Manage scheduling across multiple stakeholders (SMEs, sales leaders, new hires, L&D team)
• Prepare agendas, track assignments, organize logistics, and support communication flow
• Update, format, and maintain training materials (slide decks, handouts, facilitator guides)
• Create and maintain how-to guides, FAQs, and process documentation
• Assist in developing surveys, intake forms, and basic assessments
• Build a working knowledge of the firm’s products, sales process, and L&D acumen to be accountable for creating and maintaining content that is used by the sales organization
• Coordinate all scheduling and communications related to sales new-hire onboarding programs
• Prepare and deliver progress reports for managers and leadership
• Manage Allego video-based learning activities, review of learner participation and performance, and active collaboration with managers and learning leaders

Learning & Development Associate

Administrative Assistant

• Supporting 4-5 leaders across locations/ time-zones in scheduling meetings, submitting expenses, arranging travel.
• Independently manage leader(s) calendar and meeting prioritization across time zones.
• Schedule meetings and/or conferences by interacting with internal/external clients/partners to coordinate calendars.
• Prepare expense reports, managing travel, accommodation, coordinating internal/external communication.
• Support leaders with onboarding/offboarding of employees, raising service now tickets, maintaining organization chart, invoicing/vendor management.

Manager

• Own end‑to‑end delivery across multiple parallel workstreams (e.g., field engagement, technology, operations, compliance, reporting)
• Build and manage a detailed integrated project plan, critical path, dependency map, and milestones; drive daily execution and remove blockers
• Establish governance (steering committee, workstream leads, cadence, RACI) and maintain decision logs, RAID (Risks, Assumptions, Issues, Dependencies), and change control
• Serve as the primary point of contact between the financial institution, internal business leaders, vendors, and field partners
• Run executive-ready status reporting (health, milestones, risks, financials), facilitate leadership read‑outs, and ensure alignment on scope and outcomes
• Coordinate with Ameriprise Financial Institutions Group (AFIG) Field Vice President, AFIG Transition team leaders, Compliance/Supervision, Technology, Training, and Marketing to keep deliverables on track
• Define and track success metrics/KPIs (e.g., conversion completion, NIGO rates, time‑to-first trade, AUM/flows, advisor adoption, service SLAs)
• Partner with analysts to monitor ramp‑up progress, identify trends/issues, and recommend corrective actions to accelerate outcomes
• Present data‑driven insights and recommendations to business leaders and the institution’s leadership
• Proactively manage regulatory, privacy, and operational risks (especially for broker‑dealer and advisory activities); ensure control adherence and audit readiness
• Maintain documentation (plans, procedures, approvals, retrospectives) meeting internal standards and client expectations
• Ensure quality gates are met at each phase and drive continuous improvement post‑go‑live

Manager, Onboarding – Program Execution

General Counsel

• Responsible for subsidiary governance and executing key governance activities related to board and committee meetings, corporate records, and compliance with applicable law and regulation.
• Oversees entity management for Ameriprise Financial and US subsidiaries.
• Maintains and distributes global corporate organization chart.
• Manages and maintains official corporate record for Ameriprise Financial and its subsidiaries.
• Supports the Corporate Secretary and team on corporate law and governance.
• Conducts research on current legal and regulatory topics impacting entity management.
• Responds to vendor questions/issues and serves as the primary point of contact for vendor-related administrative matters.

Assistant Counsel

• Ensure the timely and accurate setup of trading accounts in all systems
• Research and resolve position differences between trading and accounting systems daily to meet SLA deadlines
• Monitor emails for any account changes, and ensure the changes are made accurately and timely
• Run reports to pull transaction and positions needed for class action filing on a monthly basis
• Responsible for loading and removing positions for any newly on-boarded/terminated account within the trading platform
• Ensure procedures and controls are followed to prevent errors and delays
• Provide quality service and information to partners/clients
• Provide information and answer questions for audits and risk assessments
• Participate in standardization and continuous improvement initiatives
• Attend huddles, team meetings, trainings and coaching

Middle Office Operations Analyst

Business Analyst

• Report structuring, including data gathering and timely and accurate execution of reports including ad-hoc analysis
• Prepare weekly/monthly/quarterly reports for AWM LFO Business Facing Team
• Provide support on ad-hoc projects based on the business needs
• Work closely with Business for Month end reporting
• Must be able to maintain the documentation and ensure quality is maintained throughout