Ameriprise Financial Services, LLC

Analyst

• Serve as the primary oversight professional for a portfolio of internally managed investment strategies
• Act as the day-to-day point of contact between the 5P Team and the firm's investment teams
• Responsible for continuous monitoring, problem recognition, strategic partnership with investment teams, and support of client-facing professionals
• Conduct regular performance, process, and positioning reviews; identify early warning signals and emerging risks
• Engage with each investment team at least quarterly and lead structured follow-ups with Asset Class Heads to ensure visibility, escalation, and alignment
• Identify opportunities for process enhancement, risk mitigation, and competitive improvement

Coverage Analyst – Equity Strategies

Business Analyst

• Execution Lead to deliver Bank Data Governance outcomes across products, aligned to strategy/roadmap set by Program Owner/leadership
• Drive hands-on execution for Data Quality, Data Dictionary/Definitions, Data Lineage, and DG tooling enablement
• Ensure BAU stability and on-time delivery through strong planning, dependency management, and proactive risk escalation
• Coordinate with Business/Tech/Risk stakeholders and support required governance artifacts/documentation

Lead Business Analyst

Risk

• Prepare data summary analysis, internal trending reports, and presentations for Executive Level Leadership
• Prepare Operational Risk Management dashboards as required by leadership
• Liaise with leaders from different business lines for risk identification
• Handle Operational Risk Management ad-hoc requests related to audit and other regulatory requirements

Operational Risk Management Associate

Claims Specialist

• Perform all activities associated with the settlement of claims on Individual Disability insurance policies and riders, and disability waiver and ASR riders on Life insurance policies.
• Determine and request medical, financial and occupational claim requirements, obtain appropriate claim documents, interact with clients, advisors and outside vendors.
• Review information submitted to determine disability status, benefit eligibility and benefits.
• Make claim payment and manage the claim over the life of the client's claim.
• Manage relationships by providing clients and advisors with clear understanding of requirements and status of claim.
• Communicate clearly and completely regarding the handling of the claim.
• Adjudicate timely claim payments by determining the type and amount of the claim, verify status of the insurance policy and riders, confirm policy provisions.
• Request and analyze medical, financial and occupational claim requirements; coordinate investigative efforts ensuring appropriate referral of claims to internal resources and outside vendors.
• Provide thorough review of contestable claims.
• Thoroughly and accurately document the claim file with subjective, objective, analysis and plan information.
• Understand and comply with Fair Claim Handling requirements, state regulatory requirements, insurance law and legal/compliance procedures related to contracts and insurance claims in general.
• Identify claim risk and red flags, mitigating such risk during adjudication of the claim.
• Perform secondary review and approval of peer claims within authorization level.
• Handle claim referrals from team members and assist with complex claims as necessary.
• Provide peer feedback and input to manager.
• Provide input to improve processes and procedures; participate in improvement initiatives.

Senior Disability Claims Analyst

• Provide assistance with data analysis, mapping and review for financial institution requirements.
• Additional responsibilities will include requirement gathering, writing and alignment, program engagement and team collaboration.
• Manage relationships with a variety of internal and external business partners and advisors to identify root cause of operational and service issues.
• Implement solutions to increase advisor and client satisfaction, while ensuring all operational, financial, and regulatory requirements are met.
• Provide thought leadership on process improvements and business transformation activities.

Senior Business Analyst

Marketing

• Plan and implement marketing programs or projects supporting organizational marketing objectives
• Develop marketing materials and communicate program progress
• Manage program/project budgets

Senior Manager – Marketing Programs

Insurance

• Drive sales through one-on-one sales meetings by developing, maintaining, and deepening relationships with new and existing advisors; influences advisor choices using a consultative sales process and other performance improvement systems.
• Partner with internal wholesaler to develop a business plan, handle the territory, and drive regional sales goals and objectives.
• Demonstrate an understanding of RiverSource's products, including features and benefits; sells solutions provided by RiverSource to address client needs.
• Build and maintain relationships with business partners (marketing, senior leaders, field leaders).
• Research and communicate industry changes and trends that may impact company or product positioning, both with internal and external customers.
• Develop and handle systems to create efficiencies (scheduling/rotations, meeting preparation & follow-up, recognizing advisor sales, budget management, etc.).
• Prioritize and handle daily, weekly, and monthly workload.
• Use software, including proprietary programs, to aid advisor business and identify opportunities to offer RiverSource solutions.
• Analyze advisor and territory sales trends to ensure execution of the territory sales plan and make modifications to the plan so that goals are achieved; leverage the information to prepare for face-to-face sales calls.
• Travel within territory to conduct one-on-one Ameriprise Financial Advisor sales calls, conduct client events, and to deliver group presentations, including continuing education/training.
• Complete required coursework in order to maintain compliant with state and federal regulations and licenses.

Insurance Regional Vice President – External Wholesaler

Operations

• Perform proactive and reactive monitoring of technology operations
• Analyze system and service performance
• Resolve operational issues
• Work closely with engineering and technology teams
• Develop process and documentation improvements

Operations Analyst II

Account Executive

• Manage a designated geographic territory to promote sales for Ameriprise Banking & Cash Solutions (BCS)
• Proactively conduct outbound calls to advisors in assigned region
• Ensure a high level of advisor satisfaction by responding to inbound calls and emails from advisors to provide technical expertise on sales strategies, product rules/regulations, and solutions to drive sales of banking products
• Maintain strong working relationships with product partners, IRG, and regional team
• Accurately track all activity in Salesforce.com and submit all business expenses in Concur Expense Management system
• Utilize Microsoft Teams for advisor sales interactions
• Provide support and participate in advisor/client presentations and field facing events

Sales Consultant – Banking and Cash Solutions

Manager

• Articulate and maintain a robust and consistent investment process in managing the portfolios
• Assist with a wide variety of monthly and quarterly reports/projects to internal and external contacts including clients, consultants, and vendors
• Work with Portfolio Manager in implementing the portfolio strategy and process
• Collaborate with the centralized research team and the global resources within Columbia Threadneedle to generate investment ideas and maintain a list of analyst-preferred investment securities
• Support Stable Value Team with day-to-day liquidity needs of client accounts
• Anticipate future cash needs and plan any asset liquidation accordingly
• Responsibility for portfolio monitoring (includes news flow, research, conference calls, modeling, etc.) and compliance (sizing of positions, allocation to maintain proper diversification, making sure portfolios maintain proper risk parameters, etc.), with the opportunity to increase accountability for investment performance and client communications

Associate Portfolio Manager

Financial Planning and Analysis

• Own month-end results reporting activities for the business, ensuring accurate, timely, and well-explained results.
• Perform independent, fact-based analysis using multiple data sources to identify root causes, quantify impacts, and track benefits from prior decisions.
• Develop concise, executive-ready commentary explaining performance, risks, and emerging trends.
• Enhance and maintain forecast and planning models that are aligned with business drivers.
• Assess the forecast and the financial implications of business decisions, strategy changes, and advisor initiatives.
• Partner with the business on new initiatives and review Cost-Benefit Analyses (CBAs), identify risks, gaps, or assumption issues, and work with partners to resolve prior to approval.

Senior Financial Analyst

• Assist senior risk managers to measure, monitor, analyze, and manage investment risk across Columbia Threadneedle's collection of funds
• Engage with senior risk managers and the investment teams to understand their investment processes and the underlying investment risks
• Review risk reports, communicate findings and raise observations to senior risk managers and business leaders
• Research and investigate of ad-hoc risk issues as necessary
• Assist senior team members to analyze portfolio holdings and risk measures in order to measure, monitor, and manage investment risk
• Run processes for gathering fund risk data and generating risk reports for portfolios
• Maintain and improve risk data reporting solutions and creation of visualizations/reports to help run the investment risk process

Investment Risk Analyst

Project Manager

• Lead the delivery of medium to large scope projects of moderate to high complexity
• Plan and manage all aspects of assigned projects including cost, schedule, scope, quality and project resources
• Manage projects within the company's project delivery framework and utilize company/industry-standard project management methodologies and tools
• Accountable for all project communications, risk assessment and contingency planning
• Provide regular status reporting on plan progress
• Define the overall objectives and key deliverables for the project; identify and track key measures of success

Project Manager – PMO

Data Scientist

• Support modeling, data analysis, campaign execution, and database needs for assigned line of business
• Manage large data sets, providing information-based decision logic and predictive modeling solutions
• Assist in the development and implementation of complex analytical solutions leveraging tools such as predictive modeling, advanced machine learning techniques
• Partner closely with leader and others to ensure proper delivery
• Consult and coordinate campaign execution for direct to client campaigns
• Collaborate with business leaders and provide analytical thought leadership and support for business problems

Senior Data Scientist

Recruitment

• Represent Ameriprise Independent Advisors (AIA), Ameriprise Advisor Group (AAG), and Ameriprise Financial Institutions Group (AFIG)
• Travel throughout territory building relationships with advisors at competing firms
• Manage advisor recruiting pipeline by leveraging team resources and implementing best practices
• Maintain accurate and timely candidate records in recruiting contact management system
• Communicate advisor recruiting status and results effectively to internal and external audiences
• Answer advisor questions and resolve issues as needed
• Communicate Ameriprise value proposition through brokerage knowledge and expertise effectively to prospective advisors
• Evaluate advisor practices to ensure portability of assets and compliance with company hiring standards
• Create a consistent, high-volume flow of qualified candidates through various sources
• Build centers of influence to promote advisor referral opportunities
• Build and maintain strong partnerships between corporate partners, field leaders and advisors to achieve recruiting goals
• Set expectations with advisors and field leaders around recruiting process
• Extensive phone work is instrumental to success in the role
• Demonstrate and maintain a strong fundamental knowledge of products, process and capabilities for broker dealer
• Maintain current industry competitive intelligence, benchmarking and analysis