Post job

Ameriprise Financial jobs in Minneapolis, MN - 137 jobs

  • Legal Service Expert

    Ameriprise Financial 4.5company rating

    Ameriprise Financial job in Minneapolis, MN

    The Legal Service Expert is responsible for ensuring the accurate and timely processing of legal documents in compliance with state and federal regulations. This role serves as a key liaison between internal teams and external parties, providing updates, resolving issues, and driving process improvements. Additionally, the position supports client account maintenance and contributes to firm-wide and team-level operational enhancements. Key Responsibilities Legal Document Processing Complete processing of legal documents received, including but not limited to subpoenas, garnishment papers, tax levies, summons, support orders, and information requests. Review all documents in their entirety and execute requested actions in compliance with state and federal regulations and company procedures. Maintain accurate and detailed record-keeping for all processed documents. Legal Response Development Develop and maintain standardized legal response templates to ensure consistency and compliance. Respond to judicial requests promptly while adhering to internal corporate and legal policies. Bankruptcy Document Management Handle all company-received bankruptcy documents with precision and confidentiality. Respond to courts within required timeframes and ensure accuracy in completed documentation. Coordination and Communication Coordinate legal activities related to court-generated requests with corporate office employees, field personnel, courts, and agencies. Ensure compliance with legal requirements while safeguarding the confidential nature of all information. Required Qualifications Bachelors degree or equivalent (4-years) 0-1 years relevant experience Preferred Qualifications Strong problem solving skills; organizational and time management skills including ability to meet tight deadlines with high degree of accuracy. Excellent verbal, written and interpersonal communication skills demonstrated ability to maintain confidentiality/control of information. Possess a detail orientation Must be effective at working independently and part of a team, when required. Prior experience in reviewing and interpreting legal documents. Experience articulating legal requirements. Previous experience working as a legal assistant or paralegal, closely with courts and attorneys. #S&O 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 annual salary for this role is $54,400 - $74,800. 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 Client Service Line of Business SERVD Service Delivery
    $54.4k-74.8k yearly Auto-Apply 4d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Director of Compensation

    Ameriprise Financial 4.5company rating

    Ameriprise Financial job in Minneapolis, MN

    Ameriprise Financial is seeking a Director of Compensation to join our Compensation Consultant group. In this strategic position, you will lead the development and refinement of compensation programs across our global organization. You'll work closely with senior leaders to design and implement solutions that support business objectives, promote equity, and enhance employee engagement. This role offers the opportunity to apply data-driven insights to influence compensation strategy and contribute to the long-term success of our talent initiatives. Key Responsibilities Act as a lead compensation consultant to HR Business Partners and senior business leaders, identifying and implementing solutions that address complex organizational challenges and align with our compensation philosophy. Lead the development and implementation of competitive incentive programs-including sales and special incentive plans. Ensure effective communication, accurate administration, and ongoing evaluation of program success. Drive enterprise-level compensation projects and processes. Conduct market analyses and recommend updates to ensure competitiveness and alignment with industry trends. Partner across compensation teams and global stakeholders to lead initiatives that span organizational boundaries. Develop and deliver compensation education for HR, leaders, and employees through formal training and one-on-one consultations. Create communication strategies for new or updated programs, including year-end compensation materials. Required Qualifications Bachelor's Degree or Equivalent. 7-10 Years' relevant experience. Proven experience leading compensation strategy and programs in a complex, global organization Deep expertise in incentive design, market analysis, and compensation consulting Strong analytical and communication skills, with the ability to translate data into actionable insights Collaborative mindset and ability to influence across all levels of the organization Preferred Qualifications Master's Degree Certified Compensation Professional (CCP) or Global Remuneration Profession (GRP) Financial services, professional services or insurance industry experience. Global compensation experience Previous experience of major organizational changes, including reorganizations, M&A activities. 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 $131,000 - $176,900 / 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 Human Capital Line of Business HR Human Resources
    $131k-176.9k yearly Auto-Apply 10d ago
  • Senior Associate, Private Equity Real Estate - Drive Deals

    Thrivent Financial 4.4company rating

    Minneapolis, MN job

    A leading financial services organization in Minneapolis is seeking a Senior Associate in private equity real estate. This role requires a bachelor's degree and at least four years of experience in commercial real estate. The associate will manage investment performance monitoring, support deal teams, and prepare materials for investment committees. The organization offers competitive salary and extensive benefits including health insurance, retirement plans, and generous paid time off. #J-18808-Ljbffr
    $70k-104k yearly est. 5d ago
  • FPS Associate

    Northwestern Mutual-Twin Cities 4.5company rating

    Saint Paul, MN job

    Job DescriptionSalary: Starting at $23/hr The FPS Associate interacts with Financial Representative teams and FPS team members to complete investment paperwork and analysis tasks for their clients. Roles and Responsibilities Complete, submit, and track new account investment paperwork Interpret and input client information into financial planning software Complete trade tickets for submission to Operations department Assist with service-related tasks for client investment accounts Assign tasks to team members as tasks are requested Create Investment Policy Statements for investment advisory accounts using Envestnet Provide Morningstar reports for client portfolios Tackle any other service and operational tasks that surface with help from teammates Education Requirements and Qualifications High School Diploma or equivalent required 2-year Associates degree preferred 1-3 years of industry experience preferred Willing to obtain SIE, Series 6 and 63 Registrations Ideal candidate would have: Active Life, Accident & Health insurance license Associate Financial Representative (AFR) contract Bachelors degree in Business, Finance, and/or equivalent work experience Active SIE, Series 6 and/or 7 and 63 Registrations Competencies Strong organizational and time management skills with the ability to set priorities and meet deadlines Ability to embrace and adapt to changes in a dynamic environment Strong attention to detail, with accuracy and reliability Ability to thrive in a fast-paced environment Strong customer service and relationship building skills Ability to apply critical thinking skills for problem solving and analysis Excellent written and verbal communication skills Ability to work well within a team and individually Committed to professional development (e.g. licensing, registration, designations) and on-going training
    $23 hourly 15d ago
  • Scrum Master - Asset Management

    Thrivent Financial 4.4company rating

    Minneapolis, MN job

    We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our core, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow. Job Summary The Scrum Master - Asset Management leads and influences the Team according to their needs and to follow Scrum. The Scrum Master - Asset Management has experience with the Scrum framework, Scrum values, Agile principles and values in the Agile manifesto and coaches others on the subtleties. They partner effectively with stakeholders to ensure alignment of priorities and product delivery, planning and executing on product tasks and driving for results through both product team members and stakeholders. They leverage technical/functional subject matter experts to maximize velocity for product completion, carefully balancing the three constraints of cost, time, and scope to best suit the needs of the business and the enterprise. They ensure accountability, transparency, and regularity in product status updates. They serve as a partner in the deployment of Agile methodology and processes for assigned line of business product being supported by Information Technology. Job Responsibilities and Duties Provides consulting to the Product Owner in building and maintaining the product roadmap, release plan and strategic product roadmap based on the priorities set by the Product Owner and input from the Team. Facilitate Scrum master meetings for assigned product area with a focus on guiding the teams towards improving the way they work. Reach out to the larger company network for impediment removal and drive cross functional partnerships to achieve shared goals. Facilitate sprint planning, retrospective and sprint demos. Facilitate effective coordination with other Scrum teams, product teams, and/or operational teams. Consult with the Product Owner to validate priorities. Foster self-organization and cross team collaboration. Enable the Team to make decisions and remove decision making barriers whenever possible. Facilitate discussion, decision making, and conflict resolution. Identify areas for process improvement and establishes effective and efficient processes, by analyzing current and new product management processes. Help the team monitor progress daily. Identify opportunities for the team to improve incrementally. Maintain relevant metrics to show progress. Manage and communicate relevant metrics to team on progress against team objectives. Establishes and maintains a strong partnership with internal customers to fully understand the business and their business needs. Strengthen the presence of our team as an Agile center of excellence. Actively contribute to the company's Agile and Product Community. Keep the rest of the company network aware of our activities Inspire others to achieve challenging goals and high standards of performance while committing to the organization's direction (Product/Agile/DevOps)). Models Thrivent's leadership competencies - courage, collaboration, and commitment by demonstrating resiliency, working together to make the best decisions, and holding yourself and others accountable. Supports and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. Shapes and/or supports a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent's trust and reputation remain strong with its clients. Job Qualifications Required: Bachelor's degree in Computer Science, Business or other technical related field or equivalent work experience. 2-4 years in a lead role on projects, scrum teams, and/or business led initiatives. Understand fundamentals of iterative development, software development process and procedures. Familiarity with common Agile practices, service-oriented environments, and better development practices. High level of organization and attention to detail. Passion and understanding of new technology and trends. Strong communication, collaboration and influence skills among all organizational levels; strong facilitation and executive communications skills. Ability to effectively manage and resolve conflicting priorities. Preferred: Experience in leading agile teams in SAFe, Scrum, or Kanban contexts. Certified Scrum Master or similar certification. Experience managing essential risk mitigation activities including identification, tracking, follow-up, escalation, and contingency planning on risks, issues. Understand multiple software development processes and methodologies and can speak intelligently about them and leverage other techniques to provide value to a team/enterprise. Strong leadership skills to coordinate and motivate product teams, even outside direct reporting relationships. Experience developing and implementing initiative and product level performance metrics. Experience working in large, complex organizational initiatives. Advanced skills in MS Office Suite with particular emphasis on Excel. Additional Information This position requires you to work on-site in Minneapolis, MN a minimum of three days a week (currently Monday, Tuesday and Wednesday). Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $120,194.00 - $162,615.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Other Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
    $120.2k-162.6k yearly Auto-Apply 11d ago
  • Receptionist/Administrative Support

    Northwestern Mutual 4.5company rating

    Minneapolis, MN job

    The responsibility of the Receptionist/Administrative Support position is to serve as the primary contact for customers and policy owners as they call and enter the office and to assist with administrative work for financial representatives in the office. Specific responsibilities include but will not be limited to: Reception Greet visitors and direct them appropriately Answer, screen, and record telephone calls Maintain telephone system and agency directory Train new personnel on how to use the phone system Process incoming and outgoing mail; deliver outgoing mail to Post Office Maintain the reception area Make copies, send, and distribute faxes and maintain copy and fax machines Maintain inventory and order office supplies as needed Answer basic policy owner/policy benefit questions Complete and/or assist with projects as assigned by the Office Manager/Director of Operations Cross-train in other support roles Advisor Support Preparing insurance submissions Tracking cases through underwriting and completing tasks necessary for the underwriting decision Limited client communications: medical exam coordination, collection of outstanding information Opening investment accounts Completing financial transactions Creating templated financial plans and other illustrations Support implementation and adoption of technology and workflows Manage data and workflows within the client relationship management (CRM) software Communicating with multiple new reps and other stakeholders regarding operational issues and development opportunities QUALIFICATIONS It is recommended that the Receptionist/Administrative Support position have the following qualifications: Basic computer and Microsoft Office experience Multi-line phone experience preferred Filing skills Customer service experience strongly preferred Ability to handle detailed work with high degree of accuracy Excellent interpersonal skills Experience in problem-solving High level of organizational skills Excellent written and oral communication skills Professional office skills Ability to take independent action to make sound decisions Ability to multi-task Ability to be flexible and open-minded. Ability to work effectively with people at all levels
    $33k-38k yearly est. 17d ago
  • Full Stack Developer

    Ameriprise Financial 4.5company rating

    Ameriprise Financial job in Minneapolis, MN

    Contribute to software development activities by developing, documenting, testing, modifying, and maintaining new and existing software applications. Apply standard techniques, procedures, and criteria to the development life cycle. Bring application(s) and technology expertise to the specification and design development process. Provide technical expertise on assigned applications, to include interfaces and interrelationships, with other applications and systems. Receive technical mentorship and day-to-day direction from Software Engineers and Senior Software Engineers. Key Responsibilities Major Areas of Accountability: Software Development/Programming ~~ Maintenance & Documentation ~~ Testing & Testing Support ~~ Analyze Performance ~~ Application Subject Matter Expertise ~~ Support This role will sit in the Site Reliability area and will mostly consist of new development of critical tool to make operations more effective. Write new code using prescribed specifications and design documentation in accordance with programming standards. Modify, test, and troubleshoot existing programs/software utilizing the appropriate hardware, database, and development/programming technology. Analyze end user data and business needs to format final product and ensure user-orientation and optimization of program/system performance. Contribute program and domain knowledge to feature and functionality planning. Primary tools include Microsoft Access, Microsoft Power Platform and SharePoint Online. Maintain and modify programs/software. Implement approved changes by amending flow charts, developing detailed programming logic, and making changes to code. Write and maintain development/programming/systems documentation, as well as operations and user guides (as required). Document development/programming problems and resolutions for future reference. Analyze performance of programs and take action to correct deficiencies based on consultation with end users, Business Analysts, and senior development team members. Provide input to prolong application life or recommend replacement. Confer with senior development team members to gain understanding of needed changes or modifications of existing programs. Assist in resolution of questions of program intent, data input, output requirements, and inclusion of internal checks and controls. Effectively unit test all code and programs prior to releasing them to the quality assurance (QA) team. Resolve all unit test issues in a timely manner. Collaborate with the QA team to identify test cases and create/mine test data to enable a thorough test of all development deliverables. Respond to all inquiries and issues in a timely manner as the developed code/program moves through the testing process and ultimately into production. Provide implementation/production support, as required. Support the installation planning for application program requirements. Support the end-user and technical operations staff, as required. Assist senior development staff with the integration of technology within and across the capability domains. Evaluate and thoroughly understand sophisticated interrelationships between assigned applications and systems, such as whether a contemplated change in one application would impact or cause unwanted results in a related part of that application or other applications/systems. Proactively provide subject matter expertise regarding assigned application(s) to other members of the technology and business teams to ensure quality and minimize impact on other applications and business processes. Act as a resource to junior development staff regarding technology, methodologies, and standards. Proactively share knowledge and collaborate with development team members, Business Analysts, and Technology Operations to assure quick and effective responses to customer needs (internal and/or external). Maintain up-to-date business domain knowledge and technical skills in software development technologies and methodologies. Required Qualifications Education: Bachelor's degree or equivalent (4-years). Experience: 1+ years of full stack programming with some Python Degree Focus Preferred: Computer Science, Software Engineering, MIS, or related field or equivalent work experience. 1-3+ years of experience coding in relevant programming languages (specific required languages will vary by position), gaining an understanding of programming procedures and best practices. 1-3+ years of experience developing and maintaining programming/systems documentation and technical instructions in the use of programs and/or program modifications. First level knowledge and demonstrated technical ability to code in multiple environments. Basic understanding of the Software Development Life Cycle (SDLC). Preferred Qualifications 1-2+ years of experience processing computer data and formatting and generating reports. Effective oral and written communication skills along with logical, analytical, and abstract thinking skills. Experience and comfort working in a multi-sourced, multi-vendor environment. Certifications Preferred: Microsoft Power Platform. 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 $76,000 - $104,000 / 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 insurance. 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 Technology Line of Business TECH Technology
    $76k-104k yearly Auto-Apply 4d ago
  • Lead Investment Operations Specialist

    Northwestern Mutual 4.5company rating

    Minneapolis, MN job

    At Legacy Capital Group, we believe anything is possible with the right financial plan. Through our customized financial planning, we equip our clients to achieve goals beyond what they can imagine. They gain peace of mind in the present, clarity of vision for the future and the promise of legacy for generations to come. Our team is looking for an ambitious individual who thrives in a fast-paced, team-focused work environment to join us as a Lead Investment Operations Specialist. This role serves as a primary link between our internal departments, corporate home office and the clients we serve. Successful completion of tasks and responsibilities by this individual would empower the team to focus their energy and efforts on revenue-generating activities, while fostering and developing impactful, enduring client relationships. Responsibilities include but are not limited to: Provide business operations and administrative supportto a team of four financial advisors and support staff. Open and track new investment accounts, prepare investment account paperwork for implementation, complete check deposit forms, manage client rollovers and track money transfers. Review and update client specific documentation during the client onboarding process and throughout the life of the client Serves as the teams knowledge advocate and go-to for internal software system enhancements, new products and compliance changes/opportunities. Performance Skills: High sense of urgency, attention to detail and exceptional organizational skillswith the ability to follow through and execute in a timely manner Demonstrated problem identification, analytical and resolution skills required to support escalated issue resolution and/or oversight requirements associated with exception-based complex processes Strong sense of initiative and autonomy Has a team player mentality and attitude Qualifications: Bachelors degree in business, finance or related field preferred. 5+ years of industry experience in investment operations SIE, Series 6 and Series 63 registrations, or equivalent Legacy Capital Group is a marketing name for doing business as representatives of Northwestern Mutual. Legacy Capital Group is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.
    $93k-136k yearly est. 7d ago
  • Regional Coordinator

    Ameriprise Financial 4.5company rating

    Ameriprise Financial job in Minneapolis, MN

    Serve as the principal support for an Ameriprise Financial Institutions Group Field Vice President (FVP) by providing all administrative functions of the region including, but not limited to, calendar management, travel management, meeting and conference coordination, and communication development. Provide day-to-day coordination and support of regional initiatives and project activities to ensure key tasks and deadlines are met. This position serves as a key liaison between the FVP, field advisors & staff, and cross-functional stakeholders, ensuring seamless execution of business priorities, communications, and operational processes. The ideal candidate is highly organized, proactive, and collaborative, with a strong ability to manage multiple priorities in a fast-paced environment. Key Responsibilities Provide primary support for the assigned Field Vice President's calendar, while coordinating with a wide variety of counterparts and business partners. Serve as a delegate for FVP on meetings and/or via email. Calendar & Meeting Management (set monthly, quarterly 1:1 meetings for FVP and Advisors, coordinate pre-hire goal meetings, 30,60, 90-day EAR ramp up calls, travel arrangement. Provide Event coordination and project management support on multiple business priorities and initiatives Manage and submit T&E reports; create and manage Monthly Newsletter. Partner with field operations, implementation, and engagement teams to streamline processes and ensure alignment with regional priorities. Monitor and report on key operational activities, identifying areas for improvement and supporting execution. Assist in tracking regional goals, initiatives, and performance metrics. General assistance with Advisor inquiries. Required Qualifications Excellent written and verbal communication skills and strong client service orientation. Ability to manage multiple priorities in a fast paced environment with little or no supervision. Proficient with standard business software such as the Microsoft Office Suite of tools. Ability to maintain confidentiality and privacy. Ability to work with all level of employees and advisors. Ability to handle/maintain private and confidential information in an appropriate manner. Preferred Qualifications Previous financial experience. Previous executive assistant 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 $57,100-77,100/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 Business Support & Operations Line of Business AFIG Ameriprise Financial Institutions Group
    $57.1k-77.1k yearly Auto-Apply 10d ago
  • Senior Architect

    Ameriprise Financial 4.5company rating

    Ameriprise Financial job in Minneapolis, MN

    The Ameriprise Advice and Wealth Management (AWM) Architecture team is made up of passionate and highly skilled individuals who work across more than 60 technical product teams. Our architecture team is focused on delivering value to our advisors and clients through an advanced microservices architecture, cloud-based application and big data architecture, custom built user interfaces leveraging the latest frameworks, and world class SaaS providers like Salesforce, Pega, and Box. The AWM Architecture team plays a critical role in ensuring we balance short term needs with long term strategies. As a senior architect in the AWM Architecture team you will work with agile product teams to develop and manage road maps and technical designs, work with product teams to design the best technical implementation to satisfy immediate needs balanced with long term strategies and ensure ongoing application health by applying a broad understanding of all areas of architectural domains (data, infrastructure, applications, and security). Your expertise and drive will be applied to both highly complex and broad scale projects. Key Responsibilities Conceptualize and craft detailed solutions. Design end to end solutions for clients. Lead multiple projects and clients simultaneously, ability to prioritize efficiently. Serve as the main point of contact between the product team and the architecture delivery organization. Translate requirements into detailed designs consistent with current and future platform strategy. Explain complex concepts to both technical and non-technical audiences. Collaborate with global teams to build customer-centric solutions and establish multi-functional partnerships. Candidates must have outstanding ability to apply knowledge and experience in decision-making to arrive at creative solutions. Candidates are expected to be comfortable in a fast paced, ambiguous work environment but still be able to "see the big picture" and how it affects current and future technologies. Required Qualifications Bachelors degree or equivalent in Computer Science, Engineering, or related technical field; or related work experience. 7-10 years of relevant experience required. Broad experience across architecture practices (data, infrastructure, applications and security) with depth of experience in at least one area. Knowledge of Enterprise-wide architecture and ability to 'see the big picture' and how it affects current and future technologies. Internal/External consulting experience that spans organizational boundaries and includes influencing technology and business leaders. Depth of experience in the architecture, design, implementation and support of complex enterprise solutions. Exposure to multiple, diverse technical configurations, technologies, and process improvements. Superb communication skills. Ability to consistently pay close attention to detail. Preferred Qualifications Deep working knowledge of modern web application development, across the full stack, including JavaScript frameworks, content management, single page applications, back-end service design, and RESTful services. Working knowledge of a range of cloud-based services. Experience designing and implementing mobile apps for iOS and/or Android. 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 $120,000 - $162,000 a 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 Technology Line of Business TECH Technology
    $120k-162k yearly Auto-Apply 7d ago
  • Brokerage Service Professional II

    Ameriprise Financial 4.5company rating

    Ameriprise Financial job in Minneapolis, MN

    Serve as first point of contact for advisors, clients, and relationship partners for routine service issues, requests, policies, procedures, and account information, specific to wires. Communicate directly with clients and advisors to research questions, open issue resolution cases, and resolve minor problems over the phone or notify appropriate service partners. Respond to basic inquiries with prompt, accurate solutions to transaction/service requests in a fast-paced, customer-focused, team environment. Key Responsibilities * Serve as the first point of contact for advisors needing service and operational support within a brokerage account for wires. This includes responding to service requests, troubleshooting issues, and researching complex issues that cannot be resolved immediately. Provide prompt, accurate solutions to transaction, service and/or operational questions in a fast-paced, client-focused team environment. * Respond directly to account information or other requests initiated by advisors utilizing a variety of systems to provide information for advisors or other relationship partners, and works with appropriate internal business partners to resolve any outstanding questions. May process routine service transactions, or resolve account service casework, ensuring time and quality standards are met. * Interact directly with advisors and other business partners to resolve questions and pending transactions. * Educate advisors directly on newly-enacted services, systems or procedures to help facilitate efficient self-service as well as serve as a key resource for advisors on company or product policies and systems and troubleshoot simple usability issues. Required Qualifications * High school degree or equivalent. * 1+ years of relevant experience including previous experience within brokerage industry. * Excellent customer service skills that include the ability to explain complex policies or concepts in a straightforward, easy-to-understand manner. * Ability to research and solve problems and ask the right questions to understand underlying issues and identify root cause. * Strong written and spoken communication skills. * Demonstrated ability managing multiple priorities in a fast-paced environment. Preferred Qualifications * Associate or Bachelor's Degree. 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 $44,400-$61,100/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 Business Support & Operations Line of Business CLEAR Clearing
    $44.4k-61.1k yearly Auto-Apply 6d ago
  • Sr Business Systems Analyst-Tech (OIPA)

    Ameriprise Financial 4.5company rating

    Ameriprise Financial job in Minneapolis, MN

    Act as the liaison between the business and IT organizations to provide business critical or complex technical solutions that meet user needs and improve business performance by providing the technical analysis of business requirements, problem solving and troubleshooting as part of a larger project team. Accountable for ensuring that clear, concise requirements have been captured. Participate in testing, drive issue resolution, support the implementation check-out process and develop all procedural documentation and manuals. Key Responsibilities Gather, analyze, document and manage business and user requirements (both functional and non-functional) to effectively recommend technology solutions that best address the requirements. Identify potential solutions for the business and provide input to issues or risks (through solid knowledge of the business and user requirements). Identify project interdependencies and communicate requirement/scope issues and participate in driving them to resolution for inclusion in the functional specifications. Translate business and user requirements in to detailed system requirements for the IT organization and manage all changes to the source documents. Ensure appropriate bi-directional tracing of project modifications back to business and user requirements. Facilitate walk-through of project deliverables. Assist with the development of the testing strategy - plan thorough requirements testing. Demonstrate expert level knowledge in all systems, processes and data relating to the assigned business or project. Leverage domain expertise and analyst practice expertise to provide the most effective solutions to the business partners in the most efficient means possible. Select appropriate analysis techniques and tools (process modeling, use cases, etc.) for each project. Educate business partners on systems capabilities and the feasibility of developing specific solutions. Leverage technical knowledge and business acumen to manage effective working relationships with technology teams and business partners at management and end user levels. Work effectively in a team environment to ensure that solution delivery is on time, within cost estimates and meets business needs. Negotiate technical and non-technical solutions that both satisfy the business users and conform to the technical architecture. Prepare estimates of Business System Analyst work efforts for assigned projects. Complete all support documentation on assigned projects, including creating and updating all user and technical procedures/manuals, operational support documentation and archival of all related project documentation. Define and monitor all implementation tasks such as the production check-out process, including review of reports, data files and Online screens to ensure technical solutions perform according to the specifications and meet defined business requirements. Actively champion and contribute to the continuous improvement of business systems analysis best practices, using innovative ideas to increase effectiveness of the overall analyst organization. Provide subject matter expertise in areas including strategy/approach, requirements gathering, process modeling, use cases and other areas of expertise based on established business analysis tools and techniques. Proactively mentor others in the business analyst practitioner community. Required Qualifications Bachelors degree in Computer Science, similar field, or equivalent work experience. Financial industry experience or life insurance/annuity experience required. 5-7 years of relevant experience required. 5+ years of demonstrated experience in business and functional requirements elicitation, translation and documentation. 5+ years using Jira or similar tool. Expert level analysis skills including ability to identify patterns, potential issues and then translate those into functional and test requirements. Expert level understanding of business functional areas and management issues as well as the IT organizations systems and capabilities. Knowledge of and ability to effectively use the appropriate modeling methodologies and tool-sets, requirements management methodologies and tool-sets, requirements visualization methods and tool-sets, and artifact versioning tools. Exceptional written and verbal communication skills. Preferred Qualifications Experience working within a defined development life cycle methodology. Experience with writing use cases and test cases. Experience with business process modeling. 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 $91,600 - $123,000 a 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 Technology Line of Business TECH Technology
    $91.6k-123k yearly Auto-Apply 31d ago
  • Senior Investment Performance Analyst

    Ameriprise Financial 4.5company rating

    Ameriprise Financial job in Minneapolis, MN

    We are hiring a Senior Performance Analyst to support initiatives specific to investment performance measurement and analysis! You will be collecting, calculating, measuring and analyzing investment performance and presenting results to internal business clients including Marketing, Client Reporting, Portfolio Managers, Senior Business Leaders, Compliance, Product Development and other partners. Key Responsibilities 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 good 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. Required Qualifications BS/BA degree in Business, Finance, Accounting, or similar Knowledge of investments, fund accounting and reporting 5-7 years work experience in the financial services or investment management industry A standout colleague who can efficiently meet fast paced target dates Critical thinker with strong problem-solving skills Strong verbal and written communications skills Strong organizational skills Ability to work independently Preferred Qualifications Curiosity about financial markets Work experience specific to performance measurement and analytics Experience with investment analytic systems like FactSet or BlackRock CIPM, CFA or eager to pursue Proficiency with Microsoft Excel and Access 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 $74,800- $101,000 / 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 Exempt Job Family Group Mutual Fund Operations Line of Business AMINV US Asset Management
    $74.8k-101k yearly Auto-Apply 3d ago
  • Branch Office Administrator

    Edward Jones 4.5company rating

    Burnsville, MN job

    This job posting is anticipated to remain open for 30 days, from 12-Jan-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. Role Summary: As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. We'll give you the support you need. Our team will be there every step of the way, providing: * Comprehensive 6-month training including an experienced peer to help mentor you * A wide support network that extends from your branch office to your region to the home office * You'll often work independently but will have a team of thousands backing you every step of the way Can you see yourself… * Delivering exceptional personalized service to ensure clients feel understood and informed * Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year * Actively listen for situations in the clients' lives that may indicate a need for additional services * Driving marketing activities such as planning and executing events What skills would make you a successful BOA? * Analytical Thinking * Attention to Detail * Adaptability * Conversational Skills * Digital Tool Utilization * Team Collaboration Role Requirements * Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members. * Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. * Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan. * Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. You can also expect… * A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions * An inclusive environment where everyone's different viewpoints are valued and help to achieve results. * We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being * Full-time Associates receive the following benefits: * Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated… * Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. * Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. * The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.
    $38k-48k yearly est. 3d ago
  • FI Trading Strategist

    Ameriprise Financial 4.5company rating

    Ameriprise Financial job in Minneapolis, MN

    This role will assist in the development and refinement of analytical tools and processes to identify relative value trade ideas to assist advisors in managing their individual bond portfolios. Will learn third party models and tools used to develop investment ideas and strategy recommendations to advisors. Will present fixed income portfolio strategies to advisors and provide guidance and consulting. With guidance, position will translate the strategic economic views of the firm to actionable portfolio recommendations. Key Responsibilities Assist in the development and refinement of analytical tools and processes to identify relative value trade ideas within the fixed income markets. Identify relative value opportunities and trade ideas to assist advisors create and manage their individual bond portfolios. Distribute field facing quantitative fixed income periodicals and client/advisor educational materials. Learn third party models and tools used to develop investment ideas and strategy recommendations to Advisors. Leverage quantitative/technical skills to help develop scalable portfolio solutions. Present fixed income portfolio strategies and recommendations to advisors. Articulate complex fixed income concepts in a manner that is understood by varied audiences. Provide fixed income guidance and consulting to advisors that is crucial to the successful implementation as well as on-going servicing of the affluent account. With guidance, understand translate the strategic economic views of the firm, IRG (Investment Research Group), our quantitative analyst and the trading desk into actionable portfolio recommendations that are aligned with the Firms' overall outlook. Provide input to help shape the investment strategy messaging in partnership with wealth management, IRG (Investment Research Group) and marketing. Analyze contents of existing competitor's proposals and portfolio reporting to create portfolio recommendations from the firm's perspective. Assist fixed income product specialists with call volume and proactive outreach when needed. Required Qualifications Bachelor's degree or equivalent experience. 3+ years of relevant experience. Active Series 7. Active Series 63/66. Demonstrated knowledge of all fixed income securities, financial markets, portfolio strategy, economics and marketing products. Thorough understanding of fixed income regulatory issues. Ability to build strong partnerships & relationships and coach and influence appropriately, excellent written, verbal & presentation skills. Established understanding of fixed income portfolio management concepts. Strong math, quantitative skills and thought leadership. Self-motivated with a high attention to detail and have the ability to work productively and effectively in a highly stressful, time sensitive environment all the while adhering to policies and procedures. Strong proficiency in Excel. Preferred Qualifications Experience with Bloomberg. 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 $66,000 - $91,000/ 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 Exempt Job Family Group Sales Line of Business CLEAR Clearing
    $66k-91k yearly Auto-Apply 39d ago
  • Advisory Trading Specialist

    Ameriprise Financial 4.5company rating

    Ameriprise Financial job in Minneapolis, MN

    The Advisory Trading Specialist will initiate the day-to-day trading and operations for all discretionary managed account products. This role will have excellent visibility working cross functionally with business partners to process client requests, answer trade related inquiries and conduct research of escalated items. We are committed to fostering an inclusive and collaborative team environment, while helping you reach your career goals! Key Responsibilities Perform daily trading of our Active Portfolio Mutual Fund and/or ETF portfolios traded on-team, as well as the highly complex Drift trading process for internally- traded Select Separate Models Only and ETF strategies, and auto-rebalance trading and validation for our SPS Advantage product. This includes trade origination, pre and post trade validation, and reject and exception processing. Provide support to business partners with trading and maintenance to models, processing client requests, and answering trade related questions/assisting with research of escalated items. Build and maintain support relationships with internal WMS and Capital Markets Trading business partners, as well as external money managers and vendors. Collaborative work with third party money managers regarding model trading and client requests. Continuous development of on-team systems, tools, and process knowledge. Required Qualifications Bachelor's Degree 2+ years of relevant trading/operations experience *Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience. Experience with order entry in at least one of the following security types: Stocks, Exchange Traded Funds, Bonds, Mutual Funds and Options Strong attention to detail, highly organized, and possesses a strong work ethic Ability to work under pressure and meet tight deadlines while maintaining a high degree of accuracy Strong communication skills Preferred Qualifications Experience with order entry for the following security types: Stocks, ETFs, Bonds, Mutual Funds and Options. Experience with the following systems: APL, BETA, BondDesk, Brokerage Mainframe, SSRS/SharePoint, MS Access. 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 $62,300-$85,700/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 Business Support & Operations Line of Business CLEAR Clearing
    $62.3k-85.7k yearly Auto-Apply 7d ago
  • Sr Doc Imaging Professional

    Ameriprise Financial 4.5company rating

    Ameriprise Financial job in Minneapolis, MN

    Document Operations delivers comprehensive document management services for all lines of business at Ameriprise Financial. Our team is responsible for the physical preparation, imaging, and indexing of documents to ensure accuracy, compliance, and timely processing in alignment with established service level agreements (SLAs) and workflow standards. Role Summary The Senior Document Imaging Professional plays a critical role in maintaining operational efficiency and supporting business objectives. This position requires exceptional attention to detail, strong organizational skills, and the ability to adapt quickly to fluctuating mail volumes and priorities. Team members work on-site daily in a fast-paced environment and are expected to demonstrate a positive, solutions-oriented mindset. Key Responsibilities Prepare, scan, and index physical documents for digital workflows across multiple business units. Ensure all imaging and indexing activities meet quality standards and SLA requirements. Monitor and manage incoming mail volumes, adjusting priorities to maintain timely processing. Collaborate with internal teams to resolve discrepancies and maintain data integrity. Adhere to compliance and security protocols for handling sensitive client information. Required Qualifications Strong attention to detail and accuracy in document handling. Ability to work efficiently under time constraints and adapt to changing priorities. Proficient in imaging systems and document management tools (training provided). Excellent communication skills and a collaborative approach to problem-solving. Commitment to maintaining a positive, professional attitude in a team-oriented environment. 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 $41,500-$57,100/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 Business Support & Operations Line of Business SERVD Service Delivery
    $41.5k-57.1k yearly Auto-Apply 35d ago
  • Compliance Manager

    Ameriprise Financial 4.5company rating

    Ameriprise Financial job in Minneapolis, MN

    We are searching for a Compliance Manager/Officer within the General Counsel's Organization team, who is a hardworking self-starter motivated by achieving and exceeding goals who will support the Field Office Inspections department through conducting required Branch Office and Office of Supervisory Jurisdiction inspections. This includes Ameriprise Advisor Center, Centralized Supervision Unit and other applicable locations as determined by the Firm. You will work in a collaborative culture where you will interact with a diverse set of business partners. Come and demonstrate your flexible, creative, and detailed oriented skills. Ameriprise is an organization that is committed to diversity and inclusion that supports work-life balance, structured mentoring, and career progression! Are you ready to get started and continue growing your career? Come apply today! Key Responsibilities Complete independent research and analyze various information and reports prior to, and during an exam, to identify potentially problematic behavior, violations, red flags, trends and potential areas of risk. Conduct initial interviews and exit interviews with Registered Principals, advisors, and staff. Review and report on the effectiveness of field compliance supervision, including identification of potential advisor sales practice violations. Provide education to field members relating to subject matter which include, but are not limited to, recommending action steps to improve compliance supervisory tasks based on company and regulatory policy and procedure, hot regulatory topics, firm trends, best practices, etc. Escalate issues as appropriate related to Registered Principal supervisory practices and/or advisor practices. Write, deliver, and follow up with RPs on Commitment to Action plans for the resolution of identified findings. Communicate and discuss results to all levels of field leadership and serve as a point of contact for inspections. Maintain current knowledge of industry and firm practices, developments, and risks. Partner with leadership and reach out to other teams (within and outside of compliance) to identify/understand risks, share results, escalate issues, and clarify policies and procedures. Work with other examiners when appropriate to ensure consistency of process. Identify process and procedure improvement opportunities and work collaboratively with colleagues/leadership to implement effective solutions. Engage in day-to-day operations of the Field Office Inspection team and/or department wide projects/initiatives. Required Qualifications Bachelor's Degree or equivalent. 5+ years of relevant work experience. Knowledge of FINRA, SEC and other regulatory rules/requirements. Knowledge of risks pertinent to industry and firm, and ability to strategically focus branch office/OSJ exams depending on relevant risks. Excellent analytical skills, including the ability to evaluate a broad scope of data to define potential risks. Demonstrated investigative skills, including the ability to follow an instinct while retaining an overall objective viewpoint. Demonstrated ability to interview various levels of leadership. Demonstrated ability to formulate practical solutions to technical issues. Excellent organization skills, ability to manage multiple priorities, ability to meet time sensitive deadlines. Demonstrated leadership competency, including the ability to build relationships and collaborate with other groups in the corporate office as well as the field. Excellent communication skills, both written and verbal. Proven ability to communicate with employees at all levels of the firm. Ability to tactfully craft difficult messages. Demonstrated ability to take initiative and operate independently, while able to work effectively in a team environment. Series 7 preferred for consideration. However, 5+ years of industry experience in lieu of the Series 7 will be taken into consideration if candidate does not have Series 7 at the time of application, which will be required within the allocated time after hiring. Series 9/10 or 24 required, or ability to obtain within corporate timeframes. Travel: Approximately 20%. Preferred Qualifications Experience in an audit function, familiarity with audit methodologies. Leadership 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 $87,400 - $120,200/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 Legal Affairs Line of Business GCO General Counsel's Organization
    $87.4k-120.2k yearly Auto-Apply 10d ago
  • IT Staff Auditor

    Ameriprise Financial 4.5company rating

    Ameriprise Financial job in Minneapolis, MN

    Ameriprise Financial is looking to add an IT Staff Auditor to the team! The individual in this role will plan and execute portions of the Risk & Control Services plan, including audit activities and SOX/MAR/FDICIA compliance activities, present objectives and results to various levels of management. Execute on a structured approach to evaluate and improve the effectiveness of risk management, control and governance processes. Identify control deficiencies, assess exposure and significance, and propose cost effective recommendations. Key Responsibilities Execute portions of the Risk & Control Services plan, including audit activities and SOX/MAR/FDICIA compliance activities. Present objectives and results to various levels of management. Execute on a structured approach to evaluate and improve the effectiveness of risk management, control and governance processes. Identify control deficiencies, assess exposure and significance, and propose cost effective recommendations. Monitor and validate Management Action Plan status and recommend closure of Management Action Plans when actions are complete and identified deficiencies have been addressed. Coordinate with appropriate control groups in planning and executing assigned work. Complete work within established timelines. Proactively communicate/escalate challenges and roadblocks that impact ability to meet established timelines. Gather information and provide input into risk assessments in conformance with department standards. Required Qualifications Bachelor's degree or equivalent 0-1 year of experience Strong communication skills Availability to travel Develop and practice basic audit skills and business knowledge Preferred Qualifications Accounting or Finance degree CIA, CPA, CISA 0-2 years of 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 $62,300 - $84,100/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 Finance Line of Business FIN Finance
    $62.3k-84.1k yearly Auto-Apply 3d ago
  • Annuity Sales Consultant

    Ameriprise Financial 4.5company rating

    Ameriprise Financial job in Minneapolis, MN

    The Annuity Sales Consultant in Wealth Management Solutions is an internal sales role responsible for case consultation with financial advisors on annuity offerings available through the Ameriprise Financial broker/dealer. Develop a specialty expertise in annuities while helping advisors navigate through the sales process. Provide annuity carrier comparisons, product suggestions, sales materials and illustrations based on client needs. Key Responsibilities * Provide inbound phone queue sales support, place outbound telephone calls, and return advisor emails to support annuity sales in an assigned region. * Provide day-to-day case consultation to advisors tailoring annuity recommendations based on client needs. Provide approved sales materials and illustrations as needed. * Support advisors with product training, order entry, licensing, compliance, and new business inquiries. Serve as the liaison between advisors, carriers, and various departments on intensified issues. * Develop deep annuity product knowledge across multiple carriers and product types (primarily variable, fixed indexed, fixed, structured and immediate annuities). * Develop broad expertise of LTC and insurance offerings to effectively guide advisors to appropriate BGA, carrier or resources. * Build and maintain effective relationships with multiple departments, annuity carriers and key resources. * Present solutions, tools, and resources via Teams/web conferencing. * Use Salesforce as a territory management tool to track activity and manage pipelines. Required Qualifications * Bachelor's Degree or equivalent in a related field * 5+ years of relevant experience in the financial services industry * Active Series 6 or Series 7 * Active State securities registration (Series 63 or 66) * Insurance licensed with life/health and variable lines or ability to obtain within 120 days * Ability to work independently, collaborate with teammates and share standard methodologies * Ability to influence others through consultative/solutions-based selling * Effective verbal, written and interpersonal communication skills * Ability to handle multiple assignments and meet deadlines in a fast-paced environment Preferred Qualifications * Previous experience as an annuity wholesaler or sales consultant 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 $69,900 - $94,400/ 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 Sales Line of Business FPPS Wealth Management Solutions
    $69.9k-94.4k yearly Auto-Apply 60d+ ago

Learn more about Ameriprise Financial jobs

Most common locations at Ameriprise Financial