Ascensus jobs in Boston, MA - 59 jobs

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Content Specialist will be responsible for content development, execution, and oversight of marketing campaigns and initiatives for the assigned line of business. Through consultation, creativity, and a focus on the user experience, this individual will be responsible for collaborating with marketing and business stakeholders to implement effective communications and crafting copy that drives business growth, client retention and desired outcomes. This includes developing content within Ascensus brand standards for a variety of touchpoints with a focus on writing for digital experiences such as web, email, video, and social media. Section 2: Job Functions, Essential Duties and Responsibilities * Turn strategic initiatives and industry trends into tactical solutions * Understand and assess business needs in order to craft clear, concise, and effective messaging * Manage all aspects of complex communications, including content development, project planning, and the creation of multiple versions based on data, logic, and branding * Represent marketing at key meetings to provide status updates, consultation, general project support, and innovative solutions * Establish strong relationships with business stakeholders by delivering on project specifications and deadlines * Create meaningful content leveraging AI tools that is clear, actionable, and engaging-converting leads to clients and turning clients into loyal fans * Fluid in copywriting for a wide variety of marketing mediums across web, email, print, video scripting, presentations, articles, white papers and more. * Use Microsoft office suite - Word, PowerPoint and Excel-as well as project management and CMS software tools to assist in the management of workflow, content, planning, and other marketing operations * Participate in and adhere to quality control best practices related to proofreading, reviews, and securing approvals * Measure effectiveness of communications using such methods as A/B testing * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day. Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Excellent writing, editing, and presentation skills * Ability to write and communicate effectively and professionally across multiple mediums, including digital, social and print, and considering SEO, SEO strategy and optimization tactics * Experience with AI copywriting tools * Excellent decision-making, communication, critical thinking, project management and follow-through skills * Ability to perform duties with accuracy, strong attention to detail, and meet deadlines consistently * Self-motivated team player who is comfortable working in a collaborative, fast-paced environment * Minimum of 5 years of related experience. Samples and portfolio are required * Four-year college degree, marketing/communications or related field * An understanding of a regulated industry; financial services experience a plus The national average salary range for this role is $80-100k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

A leading financial services firm in Boston is seeking a Head of Account Management to drive client retention and revenue growth. This role involves leading a team focused on exceeding client satisfaction and account management goals. The ideal candidate has over 10 years of experience, a strong analytical background, and proven leadership skills. You will be responsible for defining the strategic vision, monitoring key performance indicators, and collaborating with cross-functional teams. A competitive salary and flexible working options are offered. #J-18808-Ljbffr

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 Ameriprise in reviewing broker-dealer and investment advisory communications. 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 * Review of broker-dealer, registered investment adviser, insurance and other created communications and marketing materials for compliance with applicable FINRA and SEC regulatory requirements, state, other applicable advertising regulations and guidance and internal company compliance policies and procedures. * Identify and escalate communications as needed to other subject matter experts and/or review groups. * Build and maintain relationships with key business & GCO partners and promote a culture of compliance. * Stay up to date on applicable laws and regulations, analyze their effect on business practices and provide guidance to business partners. * Work collaboratively with multiple business partners to gain a thorough understanding of our products and business. * Proactively attend meetings and hold ad hoc discussions with business partners and other areas to understand new initiatives, offer compliance guidance, and determine the potential impact to communications and marketing materials. * Oversee and influence business partners to ensure compliance policies and procedures are implemented. * Contribute to the development/improvement, maintenance and implementation of business unit procedures and employee training materials, designed to help ensure that materials produced are compliant. * Work on special projects and perform other duties as assigned. Required Qualifications * Bachelor's degree or equivalent (4-years). * 5-7 years of relevant work experience. * Proven success in audit and/or compliance functions. * Strong knowledge of financial services industry. * Knowledge of FINRA, SEC, State, and other regulatory requirements. * Strong written and verbal communication skills. * Minimum of 2 years of hands-on communication review experience. * Facilitation skills. * Ability to prepare and/or present material for senior leaders, with leader support. * Proven ability to think fast, respond quickly and learn quickly in a fast-paced environment. * Enjoy working autonomously as well as with groups. * Excellent Project Management skills. * Excellent analytical and research skills. * Strong interpersonal skills with a client focus. Preferred Qualifications * FINRA Series 7 and 24 registrations preferred or obtain in an agreed upon timeline. * Ability to quickly learn new software and ability to create effective communications in Word, Excel, and PowerPoint 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 $78,700 - $138,200/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

What You'll Do Principal Financial Group is a Fortune 500 global leader in financial services focused in insurance, retirement, and asset management. We have 18,000 employees and 51 million customers around the world with over $714B in assets under management. The Sales Development Program is a 9-18 month full-time salaried program within our US Life Insurance- Group Benefits division. This training program is focused on developing individuals for successful careers in sales. Our Associate Sales Representatives learn how to partner with brokers to provide customers with comprehensive insurance solutions. Our customers are owners of small to large businesses who want to provide competitive benefits for company employees and their families. When life gets unexpectedly tough, their employees rely on the insurance solutions (such as disability, accident, critical illness, and life) provided by Principal Financial. Who we're looking for: You want to make a difference in others' lives. You are internally motivated to achieve your goals, persist through challenges, and reach personal success. You enjoy networking, meeting new people, and building relationships. You like to outperform the competition and win. What to expect: You'll start at one of our national training centers where you'll gain in-depth knowledge of our business through intensive classroom-based study and opportunities to network and learn from senior sales leaders. Following this experience, you'll be assigned a territory and get thorough on-the-job training with local sales leaders and mentors before gaining your own book of business toward the end of the 18-month program. What you'll gain: Learn to actively develop and implement sales strategies Mature your strategy and consulting abilities Build relationships with brokers Enhance your understanding of client care Grow skills in marketing Gain deep product knowledge We'll also provide you with study time and educational materials to secure your insurance license. How you'll accelerate your career: Your training and experiences during this program will be highly visible to US Life Insurance senior leaders. Upon successful completion of the program, this career path will be responsible for sales growth and market expansion for an assigned regional territory and your earning potential will shift to depend on the volume of successful sales you bring in. You'll continue to receive professional development opportunities including conferences and training as part of our sales community. Who You Are Bachelor's degree or 8 years of equivalent experience required at the time of hire Strong interest in a career in external sales Must have sales proficiency and positive relationship building skills Strong work ethic, self-starter, and accountable for own actions Adaptable to change as well as running multiple projects Life/Health License required within 90 days of hire Requires ability to work independently, excellent and persuasive written and oral communication skills, excellent presentation skills, and basic computer skills Willingness to travel within the identified territory as needed for this position Preferred skills include: Awards or recognition from sales competitions Bilingual English/Spanish skills preferred but not required Outstanding extra-curricular, leadership, or community involvement Salary Range Information This position offers a competitive compensation package consisting of a base salary combined with incentive earnings. The base salary will provide financial stability, while the incentive component offers additional earning potential based on performance metrics. Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $55000 - $55000 / year Time Off Program Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness. Pension Eligible Yes Location This role is located in Waltham, MA. Work Authorization/Sponsorship At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links. Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics For Principal Global Investors positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. Experience Principal At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits. Principal is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Original Posting Date 9/19/2025 Most Recently Posted Date 9/18/2025 LinkedIn Hashtag #LI-BS1

Ameriprise Financial is recruiting a Senior Manager - Business Systems Analyst to join the team! As part of the LFO Data Finance team, this role will work closely on the monthly processes critical for Columbia Threadneedle sales and assets metrics reporting. The role provides different opportunities to closely collaborate with different teams across the organization to achieve accurate reporting in a timely manner to answer any data inquiries. In addition to the month end reporting cycle, this role will work on projects to further enhance the dataset in SQL for reporting. This will involve researching and proposing possible solutions and then execute the best solution in code development and testing. Key Responsibilities Plays a key function as part of weekly and monthly tasks to ensure accurate reporting in a timely manner. Applies analytical skills to investigate data issues and recommend solutions. Collaborate and coordinate with global team members to ensure weekly and monthly tasks are ready promptly and accurately for reporting by our business partners. Work on complex projects with key business partners in documenting new data requirements and solutions then develop code to meet their needs. Conduct end-to-end testing on SQL, to ensure that business and functional requirements are being met. Provides feedback & coaching to junior business analysts. Identifies and implements process improvement. Drives quantifiable results through facilitating interaction with the business unit. Subject matter expert in project methodology as it relates to business analysis. Required Qualifications Bachelor's degree in computer science, finance or related field. 7-10 years of relevant experience in data management for a global financial services / asset management firm. Strong SQL knowledge, ability to write complex queries and has solid experience with code development. Strong Excel knowledge for data analysis. Proven ability to build and maintain collaborative partnerships working across multiple departments, levels, and leaders. Strong written and verbal communication skills. Ability to successfully manage multiple projects and assignments simultaneously. Proven skills across various projects and functions. Exceptional detail, analytical abilities and problem-solving skills; ability to analyze and model a variety of outcomes and draw conclusions. Ability to drive sound decisions with internal business partners and peers. Preferred Qualifications Experience with Python Experience in the asset management industry 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 $123,100- $169,200/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 Business Support & Operations Line of Business FIN Finance

We are hiring for a unique opportunity to work in the heart of an investment team, coordinating all aspects of day-to-day administration needs and be a key member on this fast-paced team. This environment is ideal for a quick learner with previous administrative experience interested in learning how the investment business works. This position will report to the Vice President - Planning & Administration for our Global Investments business. Key Responsibilities You will support our Global Investments Chief Operating Officer, our Global Head of Trading, and their respective teams along with another small team within the Investments business. Provide day-to-day coordination and support of department and project activities to ensure key tasks and deadlines are met. Independently manage leader(s) calendar and meeting prioritization include scheduling meetings/conferences. Plan domestic/international travel, on/offsites and events, coordinate accommodations and resources, track/file expenses, and create and provide initial analysis of reports. Preparation and coordination of meeting materials, track expenses, and create and provide initial analysis of reports. May read and respond to emails and requests on behalf of the leader; ensure leader is informed of pending requests or requests where follow up is required. Responds to ad hoc requests and manages small projects. Research, respond, and resolve questions regarding department processes, functions, and requests. Partner with other functional areas to quickly resolve issues and accomplish responsibilities. Interact with internal business partners to track, maintain, and communicate department information. Required Qualifications At least 3-5 years of administrative and/or project management experience. Strong knowledge and application with Microsoft suite programs (MS Word, Excel, PowerPoint, Outlook, Teams) Solid experience working with multiple time zones. Demonstrated experience coordinating complicated travel, including international. Excellent organization skills, attention to detail and success in working across multiple teams, offices, and time zones. Ability to anticipate business needs, utilize independent judgment and have a demonstrated aptitude of discretion while accessing and handling sensitive information. Strong interpersonal skills are necessary to interact with multiple teams and individuals at various professional levels and locations. Experience being efficient and skillful while working in a fast-paced environment. Exceptional and written/verbal communication skills are essential. Preferred Qualifications Bachelor's degree preferred or equivalent years of experience. Project coordination experience. Experience with administrative programs: Ariba Buyer, Concur, etc. Financial services industry experience is favorable and/or basic level of understanding of the financial markets would be beneficial. This role will be based onsite at our Boston office for 4 days per week with the option to work from home 1 day per week. 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 $75,000 - $85,000 per 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 AMINV US Asset Management

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Senior RFP Writer plays a key role within Ascensus' Business Development team in the Government Savings Division, which administers state-facilitated savings programs, including 529 education, ABLE disability, and retirement plans. This position is responsible for developing compelling, accurate, and strategic responses to Requests for Proposals (RFPs), Requests for Information (RFIs), and other client questionnaires that support both new business opportunities and existing client retention. The ideal candidate will bring superior writing, editing, and proofreading skills, a high level of attention to detail, and the ability to manage complex deliverables under tight deadlines. This role calls for someone who is equal parts communicator, project manager, and strategic thinker. The Senior RFP Writer will collaborate with colleagues across Business Development, Relationship Management, and Product, and work closely with Legal, Compliance, and Operations to produce responses that are aligned with Ascensus's strategic goals and demonstrate our capabilities effectively. The position includes a dotted-line relationship to Relationship Management, reflecting its dual focus on growth and client retention. Key Responsibilities: Lead the creation, coordination, and submission of high-quality RFP, RFI, and due diligence responses Collaborate with Product, Relationship Management, Business Development, and cross-functional stakeholders including Legal, Compliance, and Operations to gather accurate and relevant content Write clear, well-structured, and persuasive responses tailored to the needs of each prospect or client Ensure responses are complete, compliant with requirements, and professionally presented Manage complex proposal timelines, delegate tasks, track inputs, and ensure timely delivery of all response materials Maintain and continuously improve a centralized proposal content library (e.g., in RFPIO or Loopio) Apply editorial rigor and detail orientation to ensure grammatical accuracy, formatting consistency, and tone alignment across all content Lead the creation, refinement, and management of high-impact pitch decks, Finals presentations, and Due Diligence materials to support strategic business development and client engagement efforts. Contribute to the improvement of internal proposal processes and documentation practices Qualifications: Bachelor's degree Minimum 5 years of experience in RFP or proposal writing, preferably in financial services Exceptional writing, editing, and proofreading skills with a strong command of grammar, tone, and structure Strong project management skills, with a proven ability to meet tight deadlines and manage multiple inputs Experience working cross-functionally to gather and synthesize input from subject matter experts High attention to detail and a commitment to delivering polished, high-quality work Experience with proposal automation tools (e.g., RFPIO, Loopio) preferred Familiarity with government-sponsored savings programs (529, ABLE, or state-facilitated retirement plans) is a plus Comfortable working in a fast-paced, deadline-driven, and regulated environment The national average salary range for this role is 75k-85k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits . Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Senior Corporate Counsel will support retirement plan services and products at Ascensus with a focus on the FuturePlan business, a leading national TPA that offers plan design, consulting, administration, and compliance services. This attorney will provide legal counsel to executives and associates and will partner with Risk, Compliance, Privacy, and Information Security to identify and mitigate risk while ensuring alignment with business objectives. Key job responsibilities include: serving as subject matter expert in relevant areas of law; negotiating and drafting contracts; managing disputes and litigation; and supporting a variety of other day-to-day legal matters. The individual must demonstrate sound legal and business judgment. Experience in the financial services industry is strongly preferred. This is a full-time, exempt position. Section 2: Job Functions, Essential Duties and Responsibilities Provide advice and counsel to business leaders on legal, regulatory, legislative, compliance, and business issues Draft, negotiate, review, and interpret various contracts and other legal documents between Ascensus and its clients, partners, vendors, and other third parties Handle other day-to-day legal issues arising in a growing and complex business including disputes and litigation, employment, intellectual property, and corporate governance Support Ascensus's culture by demonstrating our core values of People Matter, Quality First and Integrity Always in all of your actions Section 3: Skills and Attributes Understand Ascensus' businesses and give practical advice to business leaders Communicate effectively, verbally and in writing, with business leaders, clients, prospects, business partners, and others Think strategically, analytically, and creatively Drive execution of personal, team, and business goals Identify, escalate, and resolve issues before they become problems Exhibit adaptability and lead change Effectively work independently and as part of a team with the willingness and desire to collaborate Be organized, proactive, and entrepreneurial Multitask and prioritize while producing high-quality, on-time work Section 4: Experience, Education and Base Requirements Juris Doctorate from an accredited U.S. law school with at least 5 years of experience Licensed to practice law in at least one state and in good standing Familiarity with ERISA and related laws and regulations Defined benefit plan and/or securities law experience is a plus Ability to work in a fast-paced and demanding environment Occasional travel is required The national average salary range for this role $130-140k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits . Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

The position supports initiatives specific to investment performance measurement and analysis. It involves leading a staff responsible for collecting, communicating, measuring, and analyzing investment performance information to ensure accuracy and the delivery of time-sensitive performance information for clients, marketing materials, investment professionals, and all levels of management. Key Responsibilities Lead and manage a small team focused on the production of recurring deliverables, such as the validation of performance data in internal and/or vendor systems and the production performance reporting. Partner within Operations, Technology, and Vendors to ensure data quality and to identify and resolve issues related to performance data and reporting. Provide leadership and participate in performance measurement initiatives. This includes leading improvements impacting performance data, systems, and processes and ensuring thorough documentation of work processes are in place and maintained. Provide leadership, coaching, setting goals, and conducting performance reviews with direct reports. Influences and regularly interacts at all levels of the organization, including Senior Management, Portfolio Managers, Marketing Professionals, and Legal/Compliance Professionals. Develop policies and procedures for the performance measurement functions. Develop short and long-term business solutions for departmental initiatives. Required Qualifications Strong knowledge of investment concepts. Critical thinker with strong problem solving skills. Excellent verbal and written communications skills. Strong organizational skills. Ability to work independently. High proficiency with Microsoft Office Tools, such as Microsoft Excel and Access. A strong team player who is able to successfully meet deadlines. 5+ years work experience in investment management or financial services. 2+ years of people leadership experience. BS/BA degree in Business, Finance, Accounting, or equivalent. Preferred Qualifications Advanced knowledge of performance measurement concepts; CIPM preferred. Work experience specific to performance measurement and analytics. Proficient with data and report automation. Advanced experience with performance systems, such as Factset, Confluence, Morningstar, and Lipper. 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 $82,400- $110,000 / 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

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

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. As a Senior Business Intelligence (BI) Developer at Ascensus, you will be working in a high-energy team, using the best engineering practices in the industry today (e.g., unit testing, source control, continuous integration, automation, design patterns). Passion for all aspects of software development is a critical. We are building teams that are empowered to solve the business needs by having a rapid development and deployment pipeline with a focus on automation and releasing software. You will support and receive direction and guidance from the BI Architect and you will provide guidance and direction to BI Developers in the Ascensus Enterprise Information Management (EIM) team. Section 2: Job Functions, Essential Duties and Responsibilities * BI Analysis * Drive business decisions by providing quantitative and qualitative data analysis and reporting of patterns, insights and trends to decision makers * Collect, aggregate and analyze data from multiple internal and external sources * Produce actionable reports that show key performance indicators * Provide analytics and reporting solutions using metrics across multiple business areas * BI Design and Development * Apply standards and best practices for implementing Ascensus BI tools in support of the EIM vision and reference architecture * Assist with EIM project definition and planning * Conduct data analysis in support of analytic solutions * Create ad hoc reporting solutions and dashboards * Capture, develop and document data definitions * Ensure compliance with deliverable reporting requirements by performing data quality audits and analysis * Implement package deployments and troubleshoot package issues * Modify, install and prepare technical documentation for BI applications * Create and maintain BI documentation for every System Development Life Cycle (SDLC) phase * Participate in creating long term BI application support model. * Ascensus Information Security * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Required skills * Bachelor's degree or equivalent work experience * Excellent analytical skills * Excellent oral and written communication skills including active listening. Asking appropriate questions, clarifying information and writing clear, concise documents. * DAX, Power BI dashboards, SSRS reporting * Designing/Building tabular models using latest version of SSAS * Modeling experience * Administration experience using Power BI * SQL Server latest version * Preferred knowledge, skills and abilities: * 10+ years of relevant experience in business intelligence role, including data warehousing and business intelligence tools, techniques and technology * Microsoft Certified Business Intelligence in the above required skills * Experience with Microsoft SSIS * Experience with relational databases: Sybase ASE, Oracle, MySQL and others a plus * Experience with analytic platforms (data mining, predictive modeling) a plus We are proud to be an equal opportunity employer. The national average salary range for this role is $130-140k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

Are you looking for a company that values diversity, collaboration, and growth? The Ameriprise Financial Leadership Development Program (LDP) offers meaningful work experience for emerging talent in a FORTUNE 500 company within the Financial Services industry. The Technology LDP is an 18-month experiential commitment crafted to cultivate your business knowledge, gain on-the-job training, network in an encouraging, inclusive, team-based environment, have exposure to senior leaders and contribute to the success of the company through 3-4 rotations. With access to our Business Resource Networks - which includes the Black Employee Network, Young Professionals Network, PRIDE Network - you will increase your own sense of belonging and engage in relevant networking and development opportunities. Embark on this journey as a Leadership Development Program Associate and lay the foundation for your future. The 18-month Technology LDP program offer a structured technical concentration or a pathway to upskill in a specific technology team. This LDP Pathway is for our Boston-based Columbia Threadneedle Asset Management Sales, Marketing, and Distribution Technology Pathway. As a Technology LDP, you'll support three key areas of the Distribution team for a 6-month rotation each. • The Client Relationship Management (CRM) team delivers Salesforce capabilities that enable our Sales and Client Relations teams across North America, EMEA, and APAC. As part of the team, you'll learn how CRM drives productivity for wholesalers, key account teams, and channel partners while optimizing CRM workflows. • The Marketing Technology team powers our digital client experience by supporting websites, marketing automation, personalization, and content delivery for marketing teams worldwide. This rotation blends marketing technology with a practical understanding of the asset management buyer and influencer ecosystem. • The Distribution Analytics team manages the data and analytical platforms that drive insights for the Distribution and Marketing teams. You'll use business intelligence tools, data lakes, and service layers to leverage technical skills while understanding how teams use data to drive strategy and advisor relationships. Together, these rotations provide hands on experience with CRM operations, digital marketing technology, and data-driven decision-making in a modern asset management distribution environment. After exploring the breadth of the business unit through each rotation, LDPs may have the opportunity to post to a permanent position within Ameriprise Financial. Key Responsibilities The Technology LDP contributes to the success of the firm by delivering technology solutions to support the evolving needs of our clients, advisors, and employees. Our Technology organization is committed to strengthening and securing our systems, delivering unparalleled customer experiences, uncovering efficiencies, and growing and succeeding as a team. As part of the Technology Leadership Development Program, you will cultivate leadership skills by co-collaborating and leading different Committees (Employee Engagement, Professional Development, Volunteer Committee and more). Responsibilities vary depending on rotation and assigned projects(s) and may include: Gather, analyze, and document business requirements Develop, document, test, and modify new and existing code Develop, document, test, modify, troubleshoot and maintain new and existing software applications Develop working knowledge of Ameriprise systems, processes, data, and vendor tools Learn and apply standard techniques, procedures, and criteria to the development life cycle Write and maintain development/programming/systems documentation, as well as operations and user guides, as required. Make recommendations for improvements. Continuously improve analysis skills and best practices from prior projects, training and peer learning. Establish and maintain effective working relationships with technology teams, business partners and LDP peers Participation in Technology LDP Committees Required Qualifications Current Senior at a 4-year university pursing a bachelor's degree in Computer Science, Computer Engineering, Computer Information Science, Information Technology Infrastructure, or related field. Graduation date of December 2025 or May/June 2026 Commitment to complete the full 18-month Leadership Development Program Preferred Qualifications High degree of self-motivation with strong integrity and ethics Proven organization skills and ability to manage time effectively Excellent communication, interpersonal, and presentation skills Ability to work and communicate collaboratively with all levels of the organization including team members, managers, and senior leaders Proficient with Microsoft Office Suite Prior classroom, project, or work experience with software development/programming/coding The company does not offer sponsorship for this opportunity. 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 range for this role is $85,000/yearly. 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 TECH Technology

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Product Owner Chapter Lead position is a senior-level role responsible for overseeing and leading a team of Product Owners across multiple product lines. This individual will partner with business stakeholders (internal and external) and ensure delivery of the firm's highest priorities. The ideal candidate will be able to demonstrate the ability to work in a fast pace agile environment and has prior experience leading other associates. This role is an integral part of the agile Program Team, partnering with technology leads to ensure maximum overall program delivery. Section 2: Job Functions, Essential Duties and Responsibilities * Responsible for overall management of up to 15 Product Owners; oversight of interactions with stakeholders, scrum teams, and other key contributors as well as responsibility of managing and optimizing the resource allocation to execute on the product vision and roadmap. * Partners with key business stakeholders from various channels to ensure knowledge of requests and relative priority. * Holds the Product Owners accountable for ensuring clear vision and goals at the start of every sprint. * Promotes ongoing customer engagement via various methods including monthly release readouts. * Participates in overall agile organizational assessment and advocates for alignment between Ascensus business units. * Develops the appropriate training program for product owners to support culture of continuous learning and to ensure continued agile maturity. * Supports Ascensus I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always. These should be visible in your actions on a day to day basis showing your support of our organizational culture. * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * Leads overall "inspect and adapt" philosophy across all ceremonies and interactions. * Assist with other tasks and projects as assigned Supervision * Motivate, provide direction, support and mentoring to the chapter and assist team members * Ensure policies and procedures are followed by associates * Screen candidates for potential employment and make final hiring decisions and or recommendations for the department * Use decision making skills to work through difficult situations in conjunction with partners and other functional units across the organization. * Mentor staff * Ensure compliance with all company and industry policies and regulations * Write and deliver performance evaluations to each chapter member * Provide management of staff in a matrix environment Section 3: Experience, Skills, Knowledge Requirements * Bachelor's Degree required * A minimum of 12 years of business experience * A minimum of 5 years Agile/Scrum processes and best practices preferred * A minimum of 5 years management experience of associates * Experience with web-based applications and interface conventions * Proficient with MS Office: Word, and Excel, as well as working with industry-standard and agile measurement tools: e.g. JIRA, Aha!, Sharepoint * Familiarity with financial systems and participant transaction processing is preferred, especially retirement plans * Strong communication skills, especially the ability to translate technical terms into business terms as well as with written documentation. * Must be detail-oriented and analytical * Must possess the drive to solve problems and improve inefficient processes; lead the team to think of creative/innovative solutions. * Proven ability to quickly grasp information and independently produce results * Demonstrated success in facilitating / leading meetings with internal stakeholders and a strong need to influence We are proud to be an Equal Opportunity Employer The national average salary range for this role is $140-160k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. As a key member of the Ascensus Risk Management team, the Fraud Investigator will provide meaningful contributions to the detection and prevention of fraud and financial crime. This includes identifying and analyzing fraudulent activity, acting as subject matter expert of industry trends and ensuring the internal control environment is effectively designed and operating to mitigate fraud risk. Section 2: Job Functions, Essential Duties and Responsibilities Identify and analyze new and emerging patterns of fraud and work with internal and external stakeholders to implement new controls. Assess fraud prevention and detection controls, processes and technology and define and create long term strategies to ensure adequate solutions are in place to mitigate fraud loss without negative impact to the customer experience. Interface with internal technology team and third-party service provider to drive platform enhancements including enhancements to advanced analytics and machine learning capabilities. Build and sustain relationships with subject matter experts in state, local, and federal law enforcement as well as partners. Using automated platform and various reporting mechanisms, monitor accounts and transactions for fraudulent activity through anomalies in behavior and pattern recognition. Work with cross-functional teams across Ascensus for collaboration on fraud risks and investigations and communicate findings with internal and external stakeholders. Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Assist with other tasks and projects as assigned Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Minimum of 3 years financial service experience Prior experience in a fraud and/or financial crime investigation preferred including in law enforcement, banking or financial services Proven ability to resolve issues in a timely manner and/or create and implement long-term solutions to complex issues. Demonstrated ability to communicate effectively across all levels of the organization as well as externally with partners and law enforcement Ability to multi-task and respond to unplanned issues while adhering to aggressive deadlines for multiple initiatives Exceptional oral, written, and presentation skills with a demonstrated ability to communicate effectively across all functional areas and various levels of seniority Self-motivated, proactive, and energetic team player Proven ability to proactively identify areas for process improvement, and to turn recommendations into actions Strong analytical, problem solving, and organizational skills Detail-oriented, PC proficient, flexible, committed to quality We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. We are seeking a strategic, analytical, and collaborative leader to join our Enterprise Transformation team as Principal, Transformation Analytics & Value Realization. This high-impact role blends process optimization, data-driven insight generation, and strategic advisory to drive meaningful change across the organization. Position Summary This high-impact role blends strategic thinking with hands-on execution to deliver measurable transformation. The Principal will combine consulting expertise, deep analytics skills, and retirement industry knowledge to solve complex business challenges. Unlike advisory-only roles, this position requires rolling up your sleeves to perform detailed analysis using R and Python, while maintaining a strategic lens to influence enterprise decisions. Key Responsibilities Strategic Framing & Hands-On Execution * Partner with business leaders to define problems and shape outcomes using a consultative, data-informed approach. * Personally execute end-to-end analyses-from hypothesis formulation to coding in R/Python and delivering actionable insights. * Develop business cases and value realization frameworks that guide strategic investment decisions. Advanced Data Analysis & Insight Generation * Perform hypothesis-driven analysis using R, Python, and SQL-not limited to Excel or BI tools. * Apply statistical and machine learning techniques to uncover trends and performance drivers. * Collaborate with AI/ML teams to integrate advanced analytics into decision-making. Retirement Industry & Financial Services Expertise * Must have Financial Services experience; Retirement industry experience is highly preferred, including familiarity with ERISA, recordkeeping, and plan administration. Cross-Functional Partnership * Serve as a trusted advisor to senior leaders while actively contributing to execution. Qualifications * 10+ years in management consulting or enterprise transformation, with proven ability to combine strategic framing and hands-on analytics. * Advanced proficiency in R and Python for statistical modeling; SQL for data extraction. * Experience designing and executing hypothesis-driven analyses from start to finish. * Strong business case development and value realization expertise. * Must have Financial Services experience; Retirement industry experience is highly preferred. * Comfortable operating at both strategic and execution levels-able to influence executives while performing deep analytical work. * Familiarity with ERISA, recordkeeping, and plan administration (preferred but not required). The national average salary range for this role is $150-$170k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. ALL LEVELS WELCOME TO APPLY (ENTRY THROUGH SENIOR LEVEL) Position Purpose: This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriately. The Retirement Service Consultant works with the Relationship Manager to deliver client satisfaction by providing retirement plan and operational expertise, proactively identifying, owning and resolving client issues and engaging clients with value added consulting. We are hiring entry level through senior level associates so all experience levels are encouraged to apply. Essential Duties and Responsibilities: * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Maintain and continue to grow detailed knowledge and understanding of retirement plan rules and Ascensus business and product offerings * Consistently provide a high level of consultative proactive client service in a professional manner. * Develop effective working relationships with team and internal departments in order to provide effective service for our clients. Successfully identify record and monitor assigned items; includes determining required action for resolution of client issues. * Ensure inquires and issues are resolved and service levels are met. * Provide thorough, high quality research, problem solving and issue resolution * Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle. * Participates in creating a strategy with Relationship manger to ensure client retention. * Identify, document and address risks through superior client service. Communicate with team in order to keep all informed and support current client strategy. * Assist in the management of vendor relationships on behalf of clients and partner. * Deliver client retention by anticipating client's needs, recommending changes or actions, in conjunction with the Relationship manager. * Achieve individual and team goals for service levels, growth and retention for assigned book of business. * Identify and document systematically "opportunity plans" working with Relationship Manager on a strategy to mitigate risk. * Achieve individual and team goals, for service levels, growth and retention risks through servicing your clients. * Proactively communicate with the client and partners regarding all components of service delivery. Solicit and share feedback with appropriate internal resources in order to improve the client experience. * Prioritize activities and manage time to effectively and efficiently provide quality client service to our partners and clients. * Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans' periodic activity (compliance testing, 5500, quarterly statements, RMDs, etc.). * Assess client objectives, needs and behaviors to suggest plan, product or functionality changes to improve results for our clients. * Educate client regarding plan features, product capabilities or Ascensus functionality and process. * Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional to minimize risk and improve process. * Act in the role as the subject matter expert on specific topics for initiatives with responsibility for training and assisting others across departments in area of expertise. * Provide training to members of team as opportunities arise. * Perform other duties and participate in or lead special projects as assigned. Minimum Requirements: * Bachelor's degree or equivalent work experience. * Direct client experience and Retirement Services industry experience or thorough knowledge preferred * Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred. * Excellent written and verbal communication skills. The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization, as well as with our client base. * Excellent presentation skills, business etiquette, client service skills and time management. * Demonstrated professionalism in all aspects of the role. * Experience with financial services systems (i.e. recordkeeping, trust, trading); and experience with plan recordkeeping and trust reconciliation. * Proficiency in Microsoft Office software applications, specifically Word and Excel required, Access and PowerPoint preferred. * Excellent analytical and problem resolution skills. * Knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype). * Ability to work in a team environment to ensure common goal of providing exceptional client service. * Ability to work well under pressure with multiple priorities and deadlines in a demanding environment. * Ability to make sound business judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company. * Ability to work extended hours to meet business needs as required. * Quality focus with attention to detail. * Handle other essential tasks as assigned. The national average salary range for this role is $40K-80K in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Job Functions, Essential Duties, and Responsibilities: * Utilize advanced AI capabilities to enhance software development processes, improve code quality, and optimize performance. * Analyze software requirements and implement complex software changes following appropriate standards for coding and design patterns, source code control, unit testing, and continuous integration and deployment. * Drive innovation on the Scrum team by leading or assisting in technical research initiatives, working with other teams, and participating in technical architecture discussions to influence decisions and maintain consistency across the organization. * Collaborate with team members, actively participate in all Scrum ceremonies and activities, including pair programming and peer code review, with a constant focus on continuous improvement. * Establish alignment with the Product Owner to understand, influence, and deliver on roadmaps with a sense of responsibility for application architecture and technical execution. * Lead by example, act as a role model, coach, mentor, and provide continuous feedback to other team members, especially in the areas of technical and architecture expertise or when production issues arise. * Analyze and troubleshoot complex errors in software applications to determine root cause and resolution. * Protect, secure, and properly handle all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * Assist with testing and written descriptions of application software changes. * Demonstrate our I-Client service philosophy and our Core Values of People Matter, Quality First, and Integrity Always in your actions on a day-to-day basis, showing your support of our organizational culture. Experience, Skills, Knowledge Requirements: * Advanced knowledge and experience with AI capabilities and their application in software development. * Strong technical leadership skills for effective participation in design discussions with both technical and non-technical audiences, creating technical documentation and diagrams. * Extensive understanding of good object-oriented design principles (patterns, cohesion/coupling, S.O.L.I.D., data structures, and algorithms). * Strong experience writing clean and maintainable code using engineering best practices such as unit testing, TDD, continuous integration and deployment, automation, design patterns, refactoring, etc. * Strong experience with Agile SDLC practices. * Minimum 8 years of professional experience developing software & systems on the Microsoft Technology Stack using C# and .Net. * Strong experience with distributed systems, Services Oriented Architecture, RESTful services, and Microservices development. * Strong experience with relational databases such as Sybase, MSSQL, Oracle. * Strong understanding of web technologies such as HTTP, Apache, HTTP Proxies. * Strong experience with multi-threaded applications and memory management. * Strong experience with continuous integration and deployment (CI/CD), automation, and related tools. * Excellent problem-solving and communication skills. * Strong troubleshooting skills. * Experience mentoring and technical coaching less experienced developers. * Basic experience with HTML, CSS, and JavaScript. * Bachelor's degree in computer science, engineering, or related experience preferred. Nice to Have Skills: * Experience with Containerization, Docker & Kubernetes. * Experience with at least one modern JS front-end framework (ReactJS, KnockoutJS, AngularJS, Bootstrap) with a preference for ReactJS. * Working experience with C/C++, Python, Apache, Nginx, Redis, jQuery, Powershell, or other scripting languages. * Experience working with legacy code. The national average salary range for this role is $130-170k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

Please note that applications will be assessed on a rolling basis. Due to anticipated interest, the role may close earlier than the stated deadline. We recommend submitting your application promptly. The advertised closing date is 20 February 2026. Our 10-week summer intern program provides real-life experience in a collaborative and inclusive environment. Over the course of your internship, you will gain exposure to leaders, cultivate your business knowledge, work on projects that directly impact the business you support, and network in a welcoming atmosphere. Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance offers employees the opportunity to grow and develop personally and professionally in a flexible work environment designed to support individual needs. As you spend the summer with us, learning and growing, you'll also spend time getting to know your fellow interns during team building exercises. With access to our Business Resource Networks - which includes the Black Employee Network, Young Professionals Network, PRIDE Network - you will increase your own sense of belonging and engage in important networking and development opportunities. Embark as an intern with us this summer and lay the foundation for your future. About the Role: In this role, you will work closely with researchers and portfolio managers in systematic equity strategies, applying rigorous analysis, creativity, and technical skills to generate insights that drive investment performance. By combining theory, practice, and technology, you will contribute to alpha‑signal discovery, analytics development, and strategy implementation providing you a strong introduction to quantitative equity investing and the full investment process. Key Responsibilities: Work independently on impactful research and development projects while supporting the team's broader investment and portfolio‑management activities. Collaborate with portfolio managers and investment analysts to assess global macroeconomic trends and evaluate their implications for investment strategy and portfolio performance. Contribute to research on financial models, alpha signals, and market/fund performance reporting. Analyze large and complex datasets for signal processing and model development, including tasks such as data validation, cleaning, normalization, dimensionality reduction, and visualization. Participate in portfolio review discussions and investment meetings, contributing insights and supporting ongoing decision‑making Required Qualifications: Pursuing a bachelor's degree in finance, Quantitative, Economics, Computer Science, Statistics, Applied Mathematics, Business, or related field Graduation date of December 2026 or May/June 2027 Passionate about the investment management industry and dedication to being a part of a successful team. Preferred Qualifications: Proficient programming skills in R, Python, MATLAB, or similar High degree of self-motivation with strong integrity and ethics Attention to detail and propensity to check work Excellent communication, interpersonal, and presentation skills Ability to multi-task, problem solve independently and think creatively Proven organization skills and ability to manage time effectively Ability to work and communicate collaboratively and constructively with others The company does not offer corporate undergraduate internships for students with F-1 visas. 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 $31 per 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 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 Non-Exempt Job Family Group Human Capital Line of Business AMINV US Asset Management

As an Associate Software Engineer at Ascensus, you will be working in a high-energy team, writing beautiful code by using the best engineering practices in the industry today (e.g. unit testing, source control, continuous integration, automation, design patterns). Passion for all aspects of software development is critical. We are building teams that are empowered to solve the business needs by having a rapid development and deployment pipeline with a focus on automation and releasing software. You will be responsible for delivering solutions that adhere to the software architecture strategy, coding standards, and established organizational policies and procedures. Section 2: Job Functions, Essential Duties and Responsibilities * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Analyze, implement, test, document and maintain new and current software applications with minimal oversight in support of achieving the business goals. * Assist in estimating and planning throughout the software development life cycle. * Support people and process improvement strategies for the organization. * Assist with other tasks and projects as assigned Section 3: Experience, Skills, Knowledge Requirements * 1-3 years of experience developing software & systems for small to medium business environments * Working experience Net/C#, SQL Server, NoSQL databases, RabbitMQ (or similar * Strong problem solving skills * Understanding of design principles (patterns, cohesion/coupling, S.O.L.I.D.) * Understanding of object-oriented design, data structures and algorithms * Familiarity with microservices and event-driven architecture * Passion for developing good software * Experience participating in design discussions with both technical and non-technical audiences. * Familiarity or experience with Agile engineering practices (test driven development, continuous integration and pair programming, etc.) * Experience in open source development * Understanding of web technologies (HTTP, Apache, HTTP Proxies) * Experience with continuous integration and deployment (CI/CD) * Experience with working with legacy code We are proud to be an Equal Opportunity Employer The national average salary range for this role is 85k-100kin base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. No associate is permitted to work at a location outside the United States for any length of time, except for approved business travel on a limited basis. Exempt Associates traveling outside the United States on personal travel or while on PTO may work on a limited basis (e.g., occasionally checking and responding to business-critical emails or dialing into business-critical meetings) from their personal devices but not from a company-provided computer. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").