Ameriprise Financial jobs in Boston, MA - 266 jobs

The Quantitative Equity Research team at Columbia Threadneedle Investments is looking to add a full-time Associate Quantitative Equity Analyst to our close-knit, collaborative team of six. The team develops and maintains a comprehensive suite of stock selection models that generate insights for both systematic and fundamental investment strategies. The role involves researching stock selection signals, developing alpha models, and optimizing portfolio construction methodologies. The analyst will conduct data-driven analyses, enhance the team's research and analytics platforms, and share responsibility for implementing and maintaining quantitative models. This position offers comprehensive exposure to quantitative finance while providing opportunities to make meaningful contributions to the team's success. The analyst will collaborate with fundamental research analysts and portfolio managers across the organization to exchange ideas, communicate insights, and expand their expertise across various investment strategies. Responsibilities: Contribute to research projects through idea generation, data preparation, statistical analysis, and development of actionable recommendations Evaluate innovative techniques to extract tradable signals from large datasets Research and develop advanced model construction methodologies Enhance the team's research infrastructure, production systems, and analytics capabilities Present research findings to key stakeholders and develop thought leadership content Monitor and analyze factor and model performance, and provide regular insights within the firm Validate model output and address inquiries from investment teams Collaborate closely with investment teams, data science, and technology partners to support research initiatives and model implementation Qualifications: Bachelor's degree in mathematics, statistics, finance, economics, or related field 1-3 years of experience in quantitative analysis, financial modeling, or related analytical role Advanced analytical and quantitative problem-solving skills Strong programming skills with proficiency in Python, R, SQL, or similar data analysis languages Excellent written and verbal communication skills with ability to explain technical concepts effectively Demonstrated intellectual curiosity and passion for financial markets Attention to detail, accuracy, and timeliness and a cooperative can-do attitude CFA designation or progress toward CFA preferred About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $98,130- $134,930 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Investment Management Line of Business AMINV US Asset Management

A leading financial services company located in Boston, Massachusetts is seeking a Head of Partnership Strategy. This role is essential for developing and delivering strategies to drive business scale in the Worksite industry. Ideal candidates have over 10 years of experience in the Worksite industry and strong financial analysis skills. A dynamic and collaborative culture is integral to our operations. #J-18808-Ljbffr

Full-Time Boston, MA, New York, NY or Springfield, MA The Opportunity We are looking for a Head of Strategic Expense Initiatives & Capabilities to be responsible for leading our expense organization and will have primary responsibility advance expense management initiatives, capabilities and policies - including 3rd party benchmarking interpretation and analysis of results driving key actions and alignment. This leader will also pioneer innovation including expansion of GBS capabilities and building out AI/Gen AI digital analyst functionalities. In addition, this leader with partner closely with Procurement and Strategic Priorities and delivery. The ideal candidate will have experience in financial analysis and/or expense management as well as be fluent in life insurance, wealth management and annuity products. This individual should excel at working collaboratively and cross-functionally with both peers and leaders within and outside the finance function. Things move quickly and change quickly at MassMutual; this individual should be able to navigate ambiguity and mobilize teams and work at a nimble and fast pace. An ability to translate and distill complex financial issues into simple business context storylines while also providing the “so what.” The position will lead a small team, and ensure it is proactive and highly customer-centric. Development is at the core of a learning culture. The position will need to help guide all team members through their development. The team will need to research and drive education and adoption of expense benchmarking, partner with peers to establish and maintain unit cost frameworks to track and monitor progress. Manage the timing, accuracy and hands on execution of deliverables. Ensure proper attribution of results with fact based analysis guiding insights and decision support. The Impact The position is expected to: Drive alignment on YoY top-down expense guidance and support business and functional partners in delivering Design intuitive, actionable expense performance analysis to create transparency and surface savings opportunities (incl. an external lens / benchmarking) Enhanced reporting and deep analytics around overall expenses, headcount, pricing gaps New tools: HC scenario impacts, Global Business Solutions (GBS) net savings, scenario analysis around expense levers and pricing impacts - ongoing reporting & validation Potential for category-specific councils (software, travel, HC, 3P contractors, management consulting, etc.) Establish unit cost transparency on ‘run the business' spend - prioritizing technology and operations areas and ongoing reporting Partner with Actuarial to deepen understanding of pricing expense allowances vs. actuals and benchmarking gaps to create awareness and align ELT on multi-year aspiration and then surgical levers to achieve. Track and monitor delivery of multi-year aspiration. Partner, influence and align capabilities and processes with Strategic Planning & Delivery (SP&D), PMO and Procurement to increase transparency to improve economics and execution rigor Build more robust and pro-active transparency to improve economics (connect business drivers to spend, 3rd party spend, portfolio execution and eventual benefit realization) Transparency into funding capacity and alignment (improve T shirt size), CBA, execution health metrics and benefit realization (SPD & BAU programs) - linkage to forecast (spend and benefits) Transparency into Procurement levers / options and drive strategic trade-off discussions w/ ELT/SLT in partnership with procurement. Create clear linkage to forecast (validate growth and savings vs. avoidance) Pioneer innovation capabilities: Partner with colleagues to “Raise the bar” on robust and enhanced analytics to guide decision support (historical trends, correlations, enhanced transparency on BAU vs. outliers, etc.) Build Pilot Gen AI/agentic AI ad hoc analytics solution to support initial use case(s) Stand‑up our Global Business Solutions (GBS) support team in India to support SEM (executive presentations and analysis for SLT/ELT reviews/recommendations) Assess technology tools and capabilities needs, design business requirements and secure funding The Minimum Qualifications 10+ years of experience in senior finance roles with proven ability to work across a heavily matrixed organization to lead and influence through ambiguity to mobilize teams and peers to deliver on key results. Tech forward leader with proven track record of implementing new and innovative technologies with strong communication, training and change management skills Excellent verbal and written communication skills with ability to convey complex materials to all levels of the organization including senior executives and Board of Directors Demonstrated experience in implementing advanced forecasting / strategic planning techniques including activity based costing and zero-based budgeting Master's or Bachelor's degree in Business/Finance/Accounting or related discipline High degree of financial acumen Strong analytical skills; ability to analyze financial data sets and understand the “so what” Organized and detail-oriented; Ability to work well under pressure and manage multiple deliverables Proactive and self-motivated; anticipate upcoming client projects and deliverables Ability to think critically and demonstrate good judgment. Demonstrate experience with creative problem-solving Experience driving transformation efforts Ability to work through large data sets to understand key trends Innate desire to provide excellent service to clients MBA or CPA designation is a preference. Prior management consulting experience is also a preference. MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. #J-18808-Ljbffr

A leading financial services company in Boston is seeking a Head of Liability ALM Strategy to lead their insurance products ALM strategy. The ideal candidate will have extensive actuarial experience, strong leadership skills, and a deep understanding of financial modeling and risk management. This role includes collaboration across teams and presenting insights to senior management. Compensation is competitive, and the company fosters an inclusive employment culture. #J-18808-Ljbffr

A leading financial services firm in Boston seeks a Head of AI Platform Engineering to drive innovative AI solutions. This role includes architecting AI platforms, leading teams, and collaborating with stakeholders. Ideal candidates have 10+ years in engineering, a strong grasp of the financial industry, and exceptional communication skills. Competitive benefits and a commitment to diversity and inclusion are offered. #J-18808-Ljbffr

A leading global financial services company is seeking an experienced Associate Banker to support sales and marketing strategies aimed at acquiring new clients in Boston. The ideal candidate will have between 5-8 years of relevant experience, possess strong investment knowledge, and be capable of managing both internal and external relationships. The role involves assisting in client meetings, maintaining records, and ensuring compliance with financial regulations. A Bachelor's degree and FINRA Securities Licenses are required within 150 days. Comprehensive employee benefits are offered. #J-18808-Ljbffr

A financial services company is seeking an experienced Enterprise Architect to bridge technology and business strategy. This role involves developing technology strategies and working collaboratively with various teams to deliver data-driven systems. The ideal candidate will have significant experience in IT architecture and proficiency in Cloud platforms, particularly AWS. You will also engage in technical evaluations, publish design standards, and influence stakeholders to deliver innovative solutions. #J-18808-Ljbffr

A leading financial services provider is seeking a Head of Strategic Expense Initiatives. This role involves leading expense management initiatives, pioneering innovations, and working collaboratively across departments. The ideal candidate should have over 10 years of experience in finance, strong analytical skills, and an advanced understanding of expense management in a complex organization, preferably with an MBA or CPA designation. #J-18808-Ljbffr

A leading financial services organization in Massachusetts seeks a Financial Systems Director to oversee SAP ERP implementations and finance operations improvements. The ideal candidate has 8+ years of experience, a Bachelor's degree in Accounting or IT, and a strong collaborative spirit. This role requires skills in change management and the ability to drive projects to completion while partnering with IT and finance teams for best practices and governance in financial reporting. #J-18808-Ljbffr

At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way! If you prosper in an environment where you can help others and enjoy crafting a positive impact on client's overall experience, we invite you to take your career to the next level by applying to join our team today. As a Client Service Specialist, you will be responsible for conducting all administrative responsibilities for front desk support and provide practice management support for one or more advisors or leaders. Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support - it's all about helping you reach your full potential! Key Responsibilities: Responsible for reception support including answering phones, greeting clients and addressing client service requests. General administrative duties performed may include logging correspondence and check deposits, maintenance of client files, office supply management, processing expense reports, initiating maintenance requests, scheduling wholesalers and supporting branch seminar events. Practice Support responsibilities may include delivery of the Ameriprise Client Experience, introducing clients to the digital experience, scheduling client appointments and entering new and existing client data into various applications. Assist advisor(s) in preparation or follow-up to client meetings and supporting the practice's marketing programs (events, go-social, MOD, etc.). Required Qualifications Associate (2-year) degree or equivalent. 1-3 years relevant experience required. Able to maintain confidentiality, demonstrate integrity, and operate under limited/minimal direction. Excellent interpersonal skills to interact efficiently with clients. Effective shown written and oral communication skills. Ability to function in fast-paced environment, maintain operational quality, ability to balance multiple priorities. Understanding of a financial advisors practice. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated hourly rate for this role is $25.14 - $34.51 / hour. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Business Support & Operations Line of Business AAG Ameriprise Advisor Group

A leading financial services organization in Boston is seeking an experienced Solution Architect to drive technology strategy within their Finance Technology Team. This role is vital in shaping financial solutions and integrating actuarial models with a focus on advanced technology. The ideal candidate will have a strong background in FP&A, solution architecture, and team leadership. This position offers an opportunity to work closely with executive stakeholders in a collaborative environment, making a significant impact on business outcomes. #J-18808-Ljbffr

The Opportunity We are seeking a dynamic Head of Partnership Strategy to join our Worksite Leadership team. This role is pivotal in leading efforts for developing, evaluating, and delivering a strategy to build new distribution, product and acquisition options across the Worksite industry to drive scale for the business. The Leadership Team Our team consists of diverse roles all working to create industry-leading Worksite capabilities. Key competencies include adaptability, creativity, and a strong commitment to continuous improvement. Each day we come to work willing to laugh and have fun! Driven by a passion for growth and development, our culture is agile, collaborative, and encourages curiosity and innovation every day. The Impact The Head of Partnership Strategy will play a critical role in growing the Worksite organization. Build framework and criteria for evaluating opportunities for product or distribution partners outside of traditional selling relationships and channels. Lead the creation and execution of a strategic roadmap for new partnership opportunities Solicit and collaborate with key stakeholders in the Worksite industry to identify potential distribution, product or acquisition opportunities Evaluate and make recommendations to leadership team and organization including cost/benefit, organizational and operational impacts and other financial considerations Collaborate closely with internal stakeholders, including Worksite senior leadership, Product, Distribution, Legal, Corporate Development, and Finance to align partnership strategies with business goals Lead implementation, design and/or execution of strategic partnerships and continuously monitor progress. May own on-going relationships with strategic partners as needed Onboard new partnerships, ensuring alignment with processes, operations, and technology. Monitor industry trends, competitive landscape and emerging opportunities to inform strategic decisions The Minimum Qualifications 10+ years of progressive experience in Worksite industry with strong industry relationships with carriers, distributors and consultants Deep understanding of worksite benefits products, distribution models and market dynamics Strong financial analysis skills along with proficiency in market research and business case development Effective communication skills including presenting to senior leaders both internally and externally Demonstrated ability to develop and execute complex strategic initiatives with measurable outcomes Strong interpersonal and influencing skills Ideal Qualifications 8+ years in leadership position(s) focused on strategic partnerships and/or strategic business development What to Expect as Part of MassMutual and the Team Regular meetings with Learning and Development and Worksite Leaders Focused one-on-one meetings with your manager Opportunity to travel to global relationships to support training needs Access to mentorship opportunities Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. #J-18808-Ljbffr

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Columbia Threadneedle is looking for an Implementation Specialist to join the team supporting our growing hedge fund business. The person who will be successful in this role will be someone who thrives in a fast-paced environment, is a continuous learner and is able to prioritize tasks for themselves and others. What you'll do: Enter trade orders into the order management system, monitor limit orders, and seek pre-trade compliance approvals when necessary. Ensure that “clean orders” are received by the trading desk for execution. Prepare portfolio rebalances while following established protocols for each fund. Work with portfolio managers and traders to ensure that investment ideas are effectively and efficiently implemented. Validate and monitor cash levels throughout the day. Provide daily trade, position and cash reports to portfolio managers and analysts. Provide market news and commentary as requested by portfolio manager. Act as a liaison between the investment team and other internal business partners, including trading, fund administration, client services, legal, and operations. Understand firm policies, procedures and specific investment account guidelines as they relate to the strategies supported. Act as team subject matter expert on investment systems, including the order management system, attribution and risk systems. Perform other ad-hoc requests, including limited research and special analytics projects. Required Qualifications: Bachelor's degree or equivalent work experience Strong interpersonal skills and the ability to collaborate with multiple teams at multiple levels Attention to detail, accuracy and timeliness Experience with (or the ability to quickly learn) specialized investment systems An interest in financial markets About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $71,900- $97,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Investment Management Line of Business AMINV US Asset Management

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. American Express is a leading global payments, network, and travel company, backed by one of the world's most recognized brands. American Express is unique in the payments industry as an issuer of cards as well as a worldwide network that processes millions of merchant transactions daily. We offer the broadest array of charge, credit, prepaid and co brand cards for consumers, small businesses, midsize companies, large corporations and many of the biggest companies in the world. Global Commercial Services (GCS) is a core operating group of American Express and has delivered robust growth over the past decade. GCS partners with corporate clients to help them manage travel expenses and make purchases through proprietary payment solutions and expense management tools. The **Global Corporate Payments B2B Expansion / Deal Advisory Manager** will be responsible for expansion sales across our large and most strategic customers in US markets within our Global Commercial Services (GCS) division. **Overall responsibilities:** + Growing and entrenching business by expanding or cross selling the American Express B2B payment suite to existing GCG/LM clients. + Responsibilities will also include working closely with Global and Large (G&L) CLM teams to identify top B2B opportunities, enhance customer relationships to drive program growth, profitability and client satisfaction. + Role will be required to partner with key SMEs within American Express to ensure robust payment programs are achieved and implemented. + Ongoing program oversight to ensure sustainable supplier management will be a critical component of long term responsibility. + Strong relationship and program management skills will also be required to facilitate SME involvement in designing and implementing robust programs. + The candidate must have the ability to build relationships with key decision makers within existing payments programs to demonstrate the value drivers of American Express payment tools. + The candidate will work closely with our GMNS (MA, COE, CLM) partners to drive enablement success. + The candidate will be responsible for leading key discussions focused on integrating B2B tools with organization's ERP systems as well as conducting full P2P work stream discussions. + The candidate should have a good understanding of our clients technical environments, including ERP systems, procurement systems and P2P solutions **Qualifications:** + Strong track record of identifying and closing complex B2B deals with proven results + Effective communication skills taking a consultative approach to service, sell, entrench and drive success + Strong interpersonal skills to partner with American Express SMES to consult with the client about best practices and other B2B solutions + Ability to build relationships and effectively communicate with Procurement, Finance and Treasury professionals + Strong interpersonal skills to identify and share best practices + Experienced at leading and executing on sales strategies, presentations and subsequent negotiations + Strong financial and analytical skills + Experienced in sourcing and qualifying leads and managing a pipeline of multiple accounts, researching and understanding customer needs, and planning strategically to close the sale through solutions selling + Proven as tenacious, focused and results-oriented + Must be able to work in a virtual environment **Qualifications** Salary Range: $103,750.00 to $174,750.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Sales **Primary Location:** United States **Schedule** Full-time **Req ID:** 25020688

The Opportunity MassMutual is at the forefront of innovation in the financial services and insurance industry. Our commitment to leveraging cutting‑edge technology to deliver exceptional customer experiences and drive business growth sets us apart. MassMutual was recently ranked 8th overall in the Evident AI Insurance index, and 2nd for AI innovation. We are seeking a highly skilled and visionary leader to join MassMutual's Research & Development (R&D) organization as the Head of AI Platform Engineering. In this key role, you will be responsible for MassMutual's technology strategy. Cut through hype, drive beyond prototypes, and deliver scalable, performant AI systems with us! The Team The Research and Development organization is focused on delivering transformational change for MassMutual and its clients, financial professionals, and policyholders. We are a team of data scientists, engineers, social scientists, and product and project managers committed to innovation. We value creativity, courage, and accountability as well as our close partnerships with academia, government agencies, and the broader fintech community. The Impact: Architect and build the core platform for applied, secure, and efficient AI/ML platform engineering to support a broad range of AI workloads Prototype and productionize agentic workflows and LLM-based systems that drive impact across the value chain through the automation, deployment, scaling, and management of AI platform services, ensuring high availability, performance, and resilience Be a talent magnet by attracting, developing, and retaining a world‑class team of high‑performing engineers Shape strategy in partnership with R&D leadership and senior executives across the enterprise Lead cross‑functional teams of AI platform engineers, ML engineers, and decision engineers to deliver robust, production‑ready AI solutions Collaborate with product managers, researchers, engineers, and business stakeholders to define and execute AI strategies aligned with company objectives. The Minimum Qualifications Advanced degree in engineering, computer science, or related disciplines 10+ years of relevant engineering experience 5+ years of experience in managing research or engineering teams Exceptional problem‑solving skills and willingness to learn new concepts, methods, and technologies Ability to work in a highly collaborative environment Outstanding written and verbal communication skills The Ideal Qualifications Financial Industry knowledge Strong publication history in area of expertise Demonstrated ability to translate research into business impact What to Expect as Part of MassMutual and the Team Regular meetings with the Research and Development team Focused one‑on‑one meetings with your manager Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability‑focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page. #J-18808-Ljbffr

Monitor the daily work in the Broker/Dealer team to ensure that industry standard service levels are met. Liaison with SS&C (DST) and the Providence Call Center. Process and quality controls Large Trade Notificaitions. Interact with other Managers and Departments to assist in the implementation of new processes and continuing improvements to meet company goals. Assist with the Financial Intermediary Oversight program. Work closely with NQR to ensure reviews are completed in a timely manner. Key Responsibilities: Monitor and delegate the daily work for the team to ensure that standards of service are met. Utilize administrative and management functions in AWD and other reporting to manipulate activities, queues, and tasks for the timely completion of work. Quality controls outgoing correspondence and financial transactions to ensure accuracy. Act as the primary resource for team members when they are faced with questions and issues. Assist with the monitoring and reporting of system related problems. Act as a liaison with DST and the Providence Call Center. Offer support on operational topics to Strategic Relations, Sales, vendors, and other Departments within Columbia Management. Monitor complex or sensitive requests and issues to ensure accurate and timely completion/resolution. Assist with problems, decisions, and additional responsibilities in the Team Manager's absence. Inform Upper Management of volumes, trends, and training needs noted in the completion of the team's daily work Required Qualifications: Bachelors degree or equivalent 1-3 years of relevant work experience 3 years of mutual fund processing or phone experience. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $60,000- $70,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Mutual Fund Operations Line of Business AMINV US Asset Management

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. THE ROLE As a key member of the Global Technology Project Operations & Analytics team, the Project Operations Lead Analyst works closely with the Metrics and Reporting Manager to enhance onboarding, planning, tracking, and reporting. This role maintains and improves operational processes, proactively identifying gaps and translating business needs into actionable requirements. The Analyst collaborates with stakeholders across the firm to support delivery processes and ensure alignment with organizational goals and best practices. WHAT YOU WILL DO Analyze and improve operational processes (onboarding, planning, tracking, reporting) to enhance project delivery and business outcomes. Collaborate with stakeholders to define, document, and refine business requirements, ensuring project deliverables are completed on time and within budget. Develop, maintain, and optimize resource and project onboarding management and planning processes. Monitor project activities and industry trends, proactively identifying emerging issues and communicating progress and expectations efficiently. Lead and support process improvement initiatives, leveraging advanced analytical skills and business intelligence tools (Excel, Tableau, Power BI). Facilitate effective communication and collaboration among cross-functional teams, supporting recommended delivery models. Demonstrate strong problem-solving abilities, maintaining composure under pressure and focusing on solutions. Foster continuous learning and innovation within the team, staying current with best practices in project and product operations WHAT WE ARE LOOKING FOR Bachelor's degree or equivalent. Minimum of [5] years' experience in project analysis and process improvement, with at least [3] years in the asset management industry. Good understanding of asset management products, business workflows, and regulatory considerations. Experience with Project and Portfolio Management tools. Advanced proficiency in Excel; working knowledge of Tableau or Power BI. Proven track record in driving process improvement initiatives. Strong in meeting facilitation, written, and oral communication skills. Excellent analytical, coordination, and collaboration abilities. Ability to remain calm under pressure and focus on problem resolution. Experience working with Agile teams and understanding of Agile delivery. PREFERRED SKILLS, QUALIFICATIONS & EXPERIENCE: Master's degree Experience working with Agile teams and understanding of Agile delivery Base Salary Range: $77,900.00 - $136,400.00 This position is eligible for competitive incentive bonus. At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include: MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k) Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider Education Assistance: Tuition reimbursement up to $8,000 annually Education Assistance: Access to discounted tutors and college coaches Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves Choice of medical and dental plans and an and an employer contribution into the Health Savings Account Tax deferred commuter benefits & flexible spending accounts (medical & dependent care) Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them #LI-HYBRID At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others. MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting. If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at ************ or email talent_******************* for assistance. MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.