Ameriprise Financial Services, LLC

Financial Planning and Analysis

• Drive profitable multi-office growth across Oregon and Washington State
• Create a compelling business plan focusing on profitable growth
• Implement strategies for advisor and client acquisition and retention
• Lead branch managers and optimize resources across branches
• Execute performance improvement and national recruiting strategies
• Ensure compliance with legal standards and brand integrity

Complex Director

Product Manager

• Manage all aspects of the product development life cycle
• Leverage industry knowledge and experience to position Columbia Threadneedle’s asset management capabilities
• Perform market research and analysis for product development opportunities
• Ensure efficient access to asset management capabilities across various vehicles
• Conduct fee benchmarking and profitability analysis
• Communicate product development status to senior leaders
• Support implementation of new products with senior internal partners
• Drive new institutional strategic product initiatives
• Perform other duties as required

Senior Director, Product Management

Content Marketing Manager

• Publish and update website content and documents
• Run regular content audits to remove outdated materials, fix errors and improve usability
• Manage content workflows and approvals
• Support delivery of digital enhancements, including testing and troubleshooting CMS issues
• Partner with marketing, distribution, investments, compliance and legal teams to gather requirements

Senior Associate – Marketing Communication, Web Content

Full-stack Engineer

• Represent the team to engineering and functional groups
• Work closely with engineering leaders to translate ideas into user stories
• Come up with 1-3 years roadmap for the team
• Setup strong engineering KPIs for initiatives
• Build a diverse team fostering collaboration
• Foster culture of innovation and introduce tools & automations
• Lead agile ceremonies and assist the team to be agile
• Prioritize and manage ad-hoc requests alongside ongoing projects.

Tech Lead – Product Owner

Business Analyst

• Support day to day Managed Account Operations and Trade correction processing from identifying open issues, then driving forward solutions
• Act as liaison among business leaders, staff, and vendors to gather information and share best practices
• Provide timely and accurate documents and communication to business owners

Senior Business Analyst – Managed Accounts

Analyst

• 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 insights

Analyst, Financial Advisory Support, Industry

Director

• Responsible for conducting research and selection/oversight of investment managers used in Columbia Threadneedle’s open architecture investment solutions
• Conduct investment manager research and selection through a rigorous due diligence process for all investment managers in assigned coverage area
• Serve as lead analyst representing Columbia Threadneedle Investments in due diligence discussions
• Lead the subadvisor/multi-manager selection and due diligence process within assigned asset classes
• Engage all stakeholders in the process while leading towards a consensus-based decision
• Present investment ideas and review existing portfolios directly with clients in various global markets
• Develop quantitative and reporting tools to objectively evaluate sub-advisory/multi-manager platform and screening processes
• Monitor trends in the capital markets, competitors, changes in people and ownership
• Perform ad-hoc and ongoing surveillance of funds’ performance, people, process, and culture.

Director – Manager Research, Multi-Manager Solutions

Actuary

• Lead the team responsible for the VM-21 valuation and stat reserve process for other lines of annuity business
• Develop analytical tools to build understanding of VM-21 model results and assess change in VM-21 requirements
• Act as subject matter expert with key stakeholders across the firm
• Heavily involved in Prophet implementation and enhancement projects supporting new products and changes in reserve methodology for annuity valuation
• Develop reporting processes to support these changes
• Lead analysis of VM-22 requirements and develop analysis and models to support VM-22 requirements
• Drive various projects, including end-to-end valuation automation
• Review, build, and present exhibits for year-end reporting
• Validate, develop, and enhance business controls
• Review technical work done by other members of team or business partners
• Assist with project planning within area and determine resource needs
• Provide direct people leadership to two actuarial staff
• Manage performance, seek professional development opportunities for direct reports, and provide the coaching and feedback necessary to have a high performing team
• Participate in professional development to maintain actuarial credentials.

Director, Actuary

Recruitment

• Partner with Regional Director on recruiting efforts within an assigned territory.
• Proactively manage your region’s talent pipeline by guiding candidates through key stages of the recruiting process.
• Effectively engage your sourcing partners to deliver qualified leads for initial advisor meetings.
• Monitor and confirm contact occurs with each new lead.
• Maintain direct communication with sourcing partners to ensure there is a next step with every lead.
• Conduct Initial Meetings with candidates and articulate the Ameriprise value proposition.
• Collaborate with internal stakeholders to ensure a seamless candidate experience.
• Stay current on industry trends, competitive intelligence, and advisor movement to inform recruiting strategy.

Divisional Director, Advisor Recruiting

Artificial Intelligence

• Engage collaboratively with senior business leaders and/or analysts to provide analytical thought leadership and support for business problems.
• Identify and interpret business needs, define high-level business requirements, strategy, technical risks, and scope.
• Develop, document, and communicate business-driven analytic solutions and capabilities, translating modeling and analytic output into understandable and actionable business knowledge.
• Lead process with business partners to agree on analytic strategy and support business in embedding insights into work-flows and driving adoption.
• Identify, develop and implement complex analytical solutions leveraging tools such as predictive modeling, advanced machine learning techniques, simulation, optimization solutions, etc.
• Provide coaching and leadership to team of analytic resources.
• Align strategic objectives and tactical demands and translate into goals for the team.
• Conduct performance management, hiring, coaching/development, goal writing and 1:1 meetings.
• Champion ongoing expansion of data science expertise and credentials by keeping up with industry best practices, developing new skills, and knowledge sharing.
• Ensure adherence to data and model governance standards that are set and enforced by industry standards and/or enterprise and business unit data governance polices and leaders.
• Define and lead the strategic roadmap for AI and generative AI, ensuring alignment with business priorities, risk frameworks, and shareholder value.
• Foster strong partnerships across Enterprise AI Strategy, IA, Technology, Risk and support the AI Leadership council to help advance AI mandate for the firm.
• Oversee and manage dataset creation including data extraction, derived and dependent variable creation, and data quality control processes for analytics, model development, and validation.
• May monitor execution of analytical solutions, including criteria specification, data sourcing, segmentation, analytics, selection, delivery, and back-end data capture results.

Vice President, Columbia Analytics – EDAI AI Strategy

• Conduct autonomous, comprehensive investment research, analysis and selection for assigned product lines
• Prepare written reports identifying trends, opportunities, and recommendations
• Communicate investment information to various constituents
• Support due diligence reviews of asset management companies
• Maintain, enhance, and develop quantitative tools for evaluating investment strategies