Ascensus jobs in Charlotte, NC - 57 jobs

FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1: Position Summary Focused on the small‑plan market, the candidate will review client deliverables for accuracy and compliance while managing their own case load of small‑market DB plans. The actuary will handle their own valuation, administration, and compliance work, and will also review and sign a significant volume of work prepared by others. The role is responsible for maintaining service standards consistent with FuturePlan Lead Actuary expectations and organizational requirements. Serve as a subject‑matter expert in small‑market Defined Benefit, Cash Balance, and DB/DC Combo plans. Section 2: Job Functions, Essential Duties and Responsibilities Review, prepare and/or certify client projects and ensure accurate client deliverables including: - Actuarial valuations and reports - Benefit statements - Plan documents, amendments, employee communications (SPDs, etc.) - Work performed by other teams as necessary (e.g., Benefit calculations, Form 5500s and PBGC premium forms) - IRS determination filings and PBGC (Form 500 series) termination submissions - ASC 715/960 - Perform and review combined plan non-discrimination testing Answer technical questions posed by staff Research the Internal Revenue Code and other technical resources to resolve client issues Provide technical training for staff Provide back up to other teams as necessary 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 Bachelor's degree in actuarial science, math or math related field Enrolled Actuary designation with 5 years industry experience Advanced understanding of: - Pension law - Plan documents and IRS favorable determination letters - Actuarial valuations and software systems Excellent technical/analytical skills Ability to research technical issues Ability to explain technical issues to all levels of associates Good verbal and written communication skills Demonstrated expertise with Microsoft Office, particularly Excel applications Demonstrated expertise with industry recognized pension valuation software Detail and accuracy oriented Good time management skills Team Player 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.

**What You'll Do** This role focuses on the RIA (Registered Investment Advisor) experience by supporting sales and developing mutually profitable advisor relationships. Handle inbound calls from advisors and answer product related questions, performance data, sales literature, portfolio analytics, etc. while documenting interactions and key advisor data. Here are a few examples of the kinds of things you'll do: + Proactive outreach to engage advisors (phone, email, meetings) + Solve for needs across products: mutual funds, separately managed accounts, ETF's, 529's, internal funds, etc + Learn to identify new sales opportunities and providing follow up We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years! *Heavy incentive component in addition to salary listed. Apply today! **Who You Are** + Bachelor's degree or 8 years of equivalent experience + 1+ years of industry-related experience is necessary + FINRA licensing required within 45 days of employment including SIE, Series 7, Series 63 licenses + Requires ability to work independently + Persuasive written and verbal communication (including telephone) skills + Excellent presentation skills + Travel as needed to support territory or conference needs (every other month at a minumum) Preferred Skills: + Understanding of Exchange Traded Funds (ETFs), Separately Managed Accounts, and Mutual Funds **Salary Range Information** Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. **Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)** $48450 - $65500 / year **Time Off Program** Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. **Pension Eligible** No **Location** This role is located in Des Moines, IA or Charlotte, NC. It is an office hybrid role that has three designated days in the office and two remote days weekly. **Work Authorization/Sponsorship** At this time, we're not considering applicants 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 Asset Management 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** 12/17/2025 **Most Recently Posted Date** 12/18/2025 LinkedIn Hashtag \#LI-BS1

This role supports the development and maintenance of assigned financial products by conducting detailed research on industry and competitor trends. The position involves analyzing data to make recommendations that improve product features, services, marketing strategies, and operational processes. The Senior Product Specialist will collaborate across multiple teams to execute product initiatives and enhance client and advisor experiences. Your contributions will help shape innovative solutions and ensure competitive positioning in the marketplace. Key Responsibilities Conduct in-depth research and analysis of industry and competitor trends to identify opportunities for product improvement. Make data-driven recommendations to enhance product features, service quality, marketing strategies, and operational processes. Create, maintain, and modify analytical tools to support product research and decision-making. Collaborate with internal partners across technology, operations, compliance, legal, and marketing to support product development and maintenance. Support marketing and sales initiatives by developing client-facing content and campaign materials. Actively identify opportunities to build and improve competitor analysis capabilities. Manage multiple projects simultaneously, ensuring timely execution and stakeholder alignment. Prepare business requirements and documentation for product development initiatives. Monitor industry developments and maintain a strong knowledge of financial services trends. Required Qualifications Bachelor's degree or equivalent experience. 3+ years of experience in financial services, with strong analytical and problem-solving skills. Ability to interpret data, identify trends, and provide actionable insights. Experience collaborating across teams and managing projects with attention to detail. Strong communication skills, including the ability to create clear and accurate documentation. Desire to obtain FINRA Series 7 license (if not already licensed). Preferred Qualifications Background in business, economics, or marketing. Project management experience. Advisor or customer service experience. Familiarity with regulatory requirements and compliance standards. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $71,300- $98,100/ year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Marketing/Product Management Line of Business BANK Bank

Are you a strategic HR leader who excels at driving business impact through people? Join our dynamic HR team as a Senior Manager, HR Business Partner, where you'll play a key role in shaping the future of our global Service and Operations organization. This is more than an HR role - it's a business leadership opportunity. You'll serve as a trusted advisor to senior leaders across functions including Clearing Operations, Service, Trading, Risk Management, and Shared Services. Your expertise will help guide workforce strategy, lead organizational transformation, and influence the direction of a diverse, global team. Why This Role Matters As a vital member of our HR team, you'll help connect talent strategy to business success. With a global perspective, strong business insight, and a consultative mindset, you'll support leaders in navigating complexity, accelerating performance, and building high-impact teams. Your contributions will directly influence our ability to innovate, grow, and deliver outstanding service worldwide. Key Responsibilities * Strategic Partnership: Serve as a trusted advisor to senior leaders, integrating HR strategies into business planning and decision-making. Coach leaders to enhance effectiveness and navigate sensitive employee matters in collaboration with HR Centers of Excellence (COEs). * Data-Driven Insight: Identify workforce trends and challenges, using internal and external data to influence business outcomes. Partner with COEs and global HRBPs to drive meaningful, enterprise-aligned change. * Enterprise Collaboration: Work closely with global HRBPs and COEs to support critical initiatives, including corporate development activities. Leverage enterprise-wide programs and tools to improve results and mitigate risk. * Change Leadership: Lead through complex organizational change and strategic transformations. Assess business impacts and develop strategies to ensure smooth implementation and employee alignment. Required Qualifications * Bachelor's degree or equivalent experience. * 7-10 years of progressive HRBP experience, ideally within financial services or similarly complex, global environments. * Proven ability to align HR solutions with business strategy and regional needs. * Strong business acumen and understanding of financial, operational, and performance metrics. * Exceptional relationship-building, coaching, and influencing skills with senior leaders. * Experience driving cross-functional collaboration. * Excellent communication and storytelling skills to influence at all levels. * Analytical mindset with the ability to interpret data and provide actionable insights. * Active engagement with HR trends and best practices. Preferred Qualifications * 10+ years of progressive HRBP experience * Prior experience working in a global, matrixed organization 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 $107,000 - $147,100 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Human Capital Line of Business HR Human Resources

Join a team that powers enterprise-scale innovation. We're looking for a seasoned engineer who thrives on solving complex challenges and building secure, high-performing systems. In this role, you'll shape the backbone of our End User Computing platforms, ensuring reliability, scalability, and resilience for mission-critical applications, and making sure our users have secure and frictionless access to their applications, data, and workflows. You'll help define, engineer, and deliver enterprise strategies for end-user computing technologies across Windows and MacOS platforms. This role focuses on endpoint management and automation, Office 365, browser management, and cloud management solutions leveraging Microsoft Intune and Azure. You will work on software packaging and lifecycle management, support escalations, and ensure compliance with ITIL processes including Change, Incident, Problem, and Vulnerability Management. As a driver of change, you'll collaborate across teams to deliver secure, highly available solutions that enhance user experience and operational efficiency Key Responsibilities Implement Enterprise Strategy * Drive strategy and delivery for end-user experience technologies, including: * Productivity tools (Office, Adobe, Java, etc.) Browser platforms (Edge, Chrome) Collaboration tools (Office 365, WebEx, Box) Enterprise print solutions Endpoint automation, reporting, analytics, and device management for Windows and Mac. Provide Technical Support & Solutions * Troubleshoot and resolve issues for assigned technologies. Design and deploy stable, scalable solutions that minimize downtime. Assist with procurement and integration of new technologies as needed. Maintain Service Performance * Meet or exceed SLAs/OLAs for uptime and response times. Monitor systems proactively, apply patches, and perform regular maintenance to prevent incidents. Analyze & Recommend Improvements * Evaluate business needs and existing technologies to recommend robust, practical solutions. Identify patterns and issues, applying creativity and technical expertise to meet business objectives. Collaborate & Lead * Build strong partnerships with leadership, team members, and vendors. Provide technical guidance, prioritize work, and mentor peers to ensure high-quality service delivery. Refine Processes & Standards * Contribute to continuous improvement of processes, policies, and best practices. Promote reuse, standardization, and adherence to ITIL principles. Document & Communicate * Maintain detailed design documents, diagrams, specifications, troubleshooting guides, and SOPs to support operational excellence. Stay Current & Advise * Keep up with industry trends and emerging technologies. Present business-relevant innovations to technology leadership. Required Qualifications * Bachelor's degree in Computer Science, Engineering, or a related field - or equivalent work experience. * 5-7+ years of relevant professional experience, including proven engineering expertise in the subject matter domain. * Availability: Ability to provide after-hours or on-call support for critical incidents when needed. * Strong problem-solving and analytical skills with a customer-focused mindset. Excellent communication skills; able to explain technical concepts across all organizational levels. High reasoning aptitude and ability to quickly grasp complex operating environments. Innovative thinker with a track record of delivering practical solutions. Preferred Qualifications * Certifications: ITIL Foundations strongly preferred. * Technical Expertise: Comfortable troubleshooting across diverse technologies and domains, including: PC hardware, drivers, and firmware Web browsers Networking Mainframe access technologies Active Directory Group Policy File services Managed print solutions User Experience (UX) tools PowerShell scripting. * Core Competencies: Highly technical with strong problem-solving skills Quick learner with ability to adapt to new technologies Excellent verbal and written communication skills Ability to support technology needs across multiple organizational groups. 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 $107,000 - $144,000 a year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Technology Line of Business TECH Technology

Lead the onboarding and transition of financial institution programs joining Ameriprise Financial Institutions Group. This role ensures a seamless experience for advisors, clients, and accounts by driving consistent processes for hiring, licensing, onboarding, and transition execution-both virtually and onsite. Key Responsibilities Onboarding Leadership * Act as the Onboarding Quarterback, guiding advisors and staff through hiring, licensing, and appointment processes. * Define roles and responsibilities for pre-onboarding, day-of, and post-onboarding activities. * Partner with leaders and staff to ensure smooth execution and resource alignment. Implementation & Training Support * Provide hands-on support for developing an end-to-end implementation and training strategy to ensure proper training on Ameriprise systems, tools, and processes. * Deliver training and onboarding for advisors and sales assistants to accelerate ramp-up and practice efficiency. * Provide virtual and onsite support during transition to ensure operational readiness and client confidence. Transition Management * Collaborate with the Transition Management Support Team to execute a comprehensive transition plan. * Train advisors on digital tools and systems for managing transitions. * Monitor progress using the transition tracker and implement ramp-up tactics. Leadership & Communication * Communicate effectively with AFIG and corporate partners to share best practices, identify process improvements, and recommend policy enhancements. * Deliver a best-in-class experience for advisors and clients throughout the transition. Required Qualifications * Education: Bachelor's degree or equivalent experience. * Experience: 5+ years in financial services, advisor onboarding, or transition management. * Time Management: Ability to prioritize and execute multiple tasks under tight deadlines. * Relationship Management: Build trust and collaborate effectively with advisors, leaders, and cross-functional teams. Preferred Qualifications * Executive Communication: Ability to present to executive leadership and influence decision-making. * Presentation Development: Skilled in creating professional presentations and delivering impactful content. * Facilitation: Lead calls, meetings, and training sessions with confidence. * Technical Proficiency: Familiarity with digital onboarding tools, CRM systems, and transition platforms. * Project Management: Strong organizational skills to manage timelines, resources, and deliverables. 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 Base Salary Range The estimated base salary for this role is $62,300-$82,000/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Business Support & Operations Line of Business AFIG Ameriprise Financial Institutions Group

The Advisory Trading Specialist will initiate the day-to-day trading and operations for all discretionary managed account products. This role will have excellent visibility working cross functionally with business partners to process client requests, answer trade related inquiries and conduct research of escalated items. We are committed to fostering an inclusive and collaborative team environment, while helping you reach your career goals! Key Responsibilities Perform daily trading of our Active Portfolio Mutual Fund and/or ETF portfolios traded on-team, as well as the highly complex Drift trading process for internally- traded Select Separate Models Only and ETF strategies, and auto-rebalance trading and validation for our SPS Advantage product. This includes trade origination, pre and post trade validation, and reject and exception processing. Provide support to business partners with trading and maintenance to models, processing client requests, and answering trade related questions/assisting with research of escalated items. Build and maintain support relationships with internal WMS and Capital Markets Trading business partners, as well as external money managers and vendors. Collaborative work with third party money managers regarding model trading and client requests. Continuous development of on-team systems, tools, and process knowledge. Required Qualifications Bachelor's Degree 2+ years of relevant trading/operations experience *Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience. Experience with order entry in at least one of the following security types: Stocks, Exchange Traded Funds, Bonds, Mutual Funds and Options Strong attention to detail, highly organized, and possesses a strong work ethic Ability to work under pressure and meet tight deadlines while maintaining a high degree of accuracy Strong communication skills Preferred Qualifications Experience with order entry for the following security types: Stocks, ETFs, Bonds, Mutual Funds and Options. Experience with the following systems: APL, BETA, BondDesk, Brokerage Mainframe, SSRS/SharePoint, MS Access. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team 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. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Business Support & Operations Line of Business CLEAR Clearing

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").

The Ameriprise Advice and Wealth Management (AWM) Architecture team is made up of passionate and highly skilled individuals who work across more than 60 technical product teams. Our architecture team is focused on delivering value to our advisors and clients through an advanced microservices architecture, cloud-based application and big data architecture, custom built user interfaces leveraging the latest frameworks, and world class SaaS providers like Salesforce, Pega, and Box. The AWM Architecture team plays a critical role in ensuring we balance short term needs with long term strategies. As a senior architect in the AWM Architecture team you will work with agile product teams to develop and manage road maps and technical designs, work with product teams to design the best technical implementation to satisfy immediate needs balanced with long term strategies and ensure ongoing application health by applying a broad understanding of all areas of architectural domains (data, infrastructure, applications, and security). Your expertise and drive will be applied to both highly complex and broad scale projects. Key Responsibilities * Conceptualize and craft detailed solutions. * Design end to end solutions for clients. * Lead multiple projects and clients simultaneously, ability to prioritize efficiently. * Serve as the main point of contact between the product team and the architecture delivery organization. * Translate requirements into detailed designs consistent with current and future platform strategy. * Explain complex concepts to both technical and non-technical audiences. * Collaborate with global teams to build customer-centric solutions and establish multi-functional partnerships. * Candidates must have outstanding ability to apply knowledge and experience in decision-making to arrive at creative solutions. * Candidates are expected to be comfortable in a fast paced, ambiguous work environment but still be able to "see the big picture" and how it affects current and future technologies. Required Qualifications * Bachelors degree or equivalent in Computer Science, Engineering, or related technical field; or related work experience. * 7-10 years of relevant experience required. * Broad experience across architecture practices (data, infrastructure, applications and security) with depth of experience in at least one area. * Knowledge of Enterprise-wide architecture and ability to 'see the big picture' and how it affects current and future technologies. * Internal/External consulting experience that spans organizational boundaries and includes influencing technology and business leaders. * Depth of experience in the architecture, design, implementation and support of complex enterprise solutions. * Exposure to multiple, diverse technical configurations, technologies, and process improvements. * Superb communication skills. * Ability to consistently pay close attention to detail. Preferred Qualifications * Deep working knowledge of modern web application development, across the full stack, including JavaScript frameworks, content management, single page applications, back-end service design, and RESTful services. * Working knowledge of a range of cloud-based services. * Experience designing and implementing mobile apps for iOS and/or Android. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $120,000 - $162,000 a year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Technology Line of Business TECH Technology

In this role, you will provide leadership for a clearing broker dealer settlement team accountable for providing complex operations activities to client and advisors. Settlement activities include DTC settlement, processing dividend and reorganization activities, and handling physical certificates. This includes resolving escalated advisor issues, lead process improvement initiatives, identifying and analyzing trends to implement solutions to increase advisor and client satisfaction, and managing strategic relationships across multiple channels for delivery of operations services. Key Responsibilities * Lead a team of professionals providing complex operations activities to advisors, including regulatory supervision to ensure that compliance and regulatory requirements are met. Ensure timely and accurate resolution of escalated advisor issues. Develop and manage cost effective, efficient and compliant operational strategies to ensure advisor and client's needs are met. Manage department P&L, focusing on managing controllable expenses, including vendors. * Manage relationships with a variety of internal and external business partners and advisors to identify root cause of operational and service issues. Implement solutions to increase advisor and client satisfaction, while ensuring all operational, financial, and regulatory requirements are met. * Provide thought leadership on process improvements and business transformation activities. Ensure effective implementation of strategies. * Provide effective people leadership through effective coaching, feedback and sound performance management practices. Act as champion for the team and intervene on matters that create roadblocks to individual or organizational success. Set department initiatives and aligns and sets individual performance goals. Required Qualifications * 7-10 years of relevant experience * Associate degree or equivalent (2-years) * Broker Dealer and/or tape to tape experience required * Active FINRA Series 7 Preferred Qualifications * Strong relationship management/influencing skills * Ability to analyze root cause and implement solutions * Demonstrated ability to lead cross-functional process improvement teams * Previous people leadership experience * Bachelor's degree or equivalent (4-years) * Strong working knowledge of Operations techniques (DTC or settlement experience is a plus) 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 $122,400 - $165,200 / 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 CLEAR Clearing

Ameriprise Personal Wealth Group Advisor Pathway Program Are you passionate about helping people achieve their financial goals and dreams? In the Ameriprise Personal Wealth Group, we're redefining financial advising by building deep, meaningful relationships with clients-virtually-through our Confident Retirement approach. This isn't just a job-it's a career path designed for individuals who want to make a real impact and grow into a successful financial advisor role with structured training, mentorship, and support every step of the way. Financial Advisor Trainee Role As a Financial Advisor Trainee you'll start your journey with a clear roadmap to success. We'll provide everything you need to thrive: Comprehensive Training & Licensing Support We'll help you earn your SIE, Series 7, Series 66, and Life Insurance licenses-setting you up for long-term success. Hands-On Experience Once licensed, you'll join a dynamic advising team, working directly with clients while continuing to learn through mentorship, classroom sessions, and on-the-job coaching. Career Growth & Professional Development You'll have access to tuition reimbursement, competitive compensation, and support to pursue advanced designations like CFP certification. What You'll Do Prepare for and obtain key financial licenses Engage with clients in meaningful conversations (no licenses required for initial activities) Document interactions in our CRM system Complete ongoing training to master products, tools, and client service What We're Looking For High school diploma or equivalent Bachelor's degree preferred Strong communication and relationship-building skills Ability to thrive in a fast-paced, goal-driven environment Commitment to earning required licenses within set timelines The Career Path Once you've successfully obtained all of your licenses, you'll move into the Client Support Associate role which allows you to dive deeper into what it means to work with clients and be a financial advisor. In addition to addressing immediate client needs, you'll engage in award-winning advisor development experiences designed to help you thrive. Our programs emphasize learning embedded in your daily work, focusing on the financial planning process, effective sales and communication strategies, and a comprehensive introduction to the products and services that power the Ameriprise Client Experience. Through continuous professional development, you'll build the skills and behaviors that drive long-term success, supported by technology-enabled learning and a culture committed to helping advisors grow with confidence. As the Client Support Associate, you'll shadow client appointments, learn how to write financial plans and gain a better understanding of the products and services we offer our clients. From there, you'll have the opportunity to move into the Financial Advisor role, where you're taking on client meetings and helping individuals feel confident about their financial future. Ready to build a career that makes a difference? Join the Ameriprise Personal Wealth Group and help clients feel confident about their financial future-while creating your own. 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 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. 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 Sales Line of Business AFG Ameriprise Franchise 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. The Strategic Business Consultant will serve as the focal point for advisors and TPAs within the Elite Program. Responsibilities include relationship management of elite firms to ensure a successful service experience, book of business retention, proactive consultation, and growth of existing business organically. Section 2: Job Functions, Essential Duties and Responsibilities Foster lasting relationships and promote organic growth with elite firms through value-added strategic analyses and execution of consultative solutions to further Ascensus' reputation as a premier provider of retirement plan services. Review existing book of business to identify opportunities to enhance the participant, plan sponsor and advisor experience; and to position products and services to optimize plan performance, adding value for advisors and generating revenue for the business. Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage elite relationships across these platforms. Provide proactive communication on new platform rollouts and enhancements, providing training for elite firms as appropriate. Consistently demonstrate a superior level of proactive client focus and teamwork. Leverage industry knowledge to promote key intermediary satisfaction, leading to client retention and organic growth. Collaborate regularly with Sales Colleagues to gain alignment on strategies to grow share of wallet with elite firms Act as an advocate for elite firms and their clients by coordinating with colleagues in sales, product, operations, service and marketing to guide the evolution of our offerings Delivery of customized book of business reporting to create efficiencies for your advisors Lead and/or participate in projects and initiatives related to the creation of additional value for existing relationships. Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function. 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. Section 3: Experience, Skills, Knowledge Requirements Deep knowledge of the retirement plan industry, 7+ years' experience preferred Demonstrated ability to build and manage relationships Ability to work independently as required, but also work within and contribute to maintaining a highly cohesive team environment Excellent analytical and problem-solving skills Ability to produce high quality work within tight time constraints Ability to make sound business judgments while effectively balancing client needs and organizational considerations Excellent written and oral communication skills, including group presentation experience. Proficiency with Microsoft Office products including Excel, Word and PowerPoint Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments Ability to travel as required Highly organized with the ability to effectively prioritize key issues and deliverables 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 Retirement Support Specialist position is accountable for assisting the Client Services teams through timely communication and follow-up, proactive client outreach, and tracking, reporting and documentation of various functions within the department. 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. * Assist clients with census updates to produce compliance tests and employer calculations * Participate in proactive call and email campaigns to inform clients on various deliverables regarding their 401k plan * Assist Client Services with the creation of necessary reporting for the FDI reports * Apply a quality control/review process to all reports produced before they are delivered to the end user * Reply to client requests for information via email, outbound call, or internal workflow * Maintain detailed workflow documentation for all functions and tracking for all reports provided * Provide timely, exceptional service, including problem solving and issue resolution with minimal inconvenience to clients * Provide effective verbal and written communications in a clear, concise, and informative manner * Make outbound calls to clients for various call campaigns and follow up on verification of client's data * Provide backup assistance for functions previously owned by Shared Services * Maintain a professional and positive approach in all internal and external communications Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Bachelor's degree in business or related field, or equivalent work experience. * Knowledge of information systems and technology; ability to create ad hoc reports. * Microsoft Office knowledge required. * Ability to evaluate data integrity. * Strong written and verbal communication skills. * Excellent evaluation and problem resolution skills. * Detail oriented. * Ability to work unsupervised as required, but also work within and contribute to maintaining a highly cohesive team environment For virtual remote positions, we require an uninterrupted workspace during business hours and an internet work speed of 25 MBps or better. If you are unsure of your internet speed before applying, please check with your service provider. 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").

We are searching for a Compliance Manager/Officer within the General Counsel's Organization team, who is a hardworking self-starter motivated by achieving and exceeding goals who will support the Field Office Inspections department through conducting required Branch Office and Office of Supervisory Jurisdiction inspections. This includes Ameriprise Advisor Center, Centralized Supervision Unit and other applicable locations as determined by the Firm. You will work in a collaborative culture where you will interact with a diverse set of business partners. Come and demonstrate your flexible, creative, and detailed oriented skills. Ameriprise is an organization that is committed to diversity and inclusion that supports work-life balance, structured mentoring, and career progression! Are you ready to get started and continue growing your career? Come apply today! Key Responsibilities * Complete independent research and analyze various information and reports prior to, and during an exam, to identify potentially problematic behavior, violations, red flags, trends and potential areas of risk. * Conduct initial interviews and exit interviews with Registered Principals, advisors, and staff. * Review and report on the effectiveness of field compliance supervision, including identification of potential advisor sales practice violations. * Provide education to field members relating to subject matter which include, but are not limited to, recommending action steps to improve compliance supervisory tasks based on company and regulatory policy and procedure, hot regulatory topics, firm trends, best practices, etc. * Escalate issues as appropriate related to Registered Principal supervisory practices and/or advisor practices. * Write, deliver, and follow up with RPs on Commitment to Action plans for the resolution of identified findings. * Communicate and discuss results to all levels of field leadership and serve as a point of contact for inspections. * Maintain current knowledge of industry and firm practices, developments, and risks. * Partner with leadership and reach out to other teams (within and outside of compliance) to identify/understand risks, share results, escalate issues, and clarify policies and procedures. * Work with other examiners when appropriate to ensure consistency of process. * Identify process and procedure improvement opportunities and work collaboratively with colleagues/leadership to implement effective solutions. * Engage in day-to-day operations of the Field Office Inspection team and/or department wide projects/initiatives. Required Qualifications * Bachelor's Degree or equivalent. * 5+ years of relevant work experience. * Knowledge of FINRA, SEC and other regulatory rules/requirements. * Knowledge of risks pertinent to industry and firm, and ability to strategically focus branch office/OSJ exams depending on relevant risks. * Excellent analytical skills, including the ability to evaluate a broad scope of data to define potential risks. * Demonstrated investigative skills, including the ability to follow an instinct while retaining an overall objective viewpoint. * Demonstrated ability to interview various levels of leadership. * Demonstrated ability to formulate practical solutions to technical issues. * Excellent organization skills, ability to manage multiple priorities, ability to meet time sensitive deadlines. * Demonstrated leadership competency, including the ability to build relationships and collaborate with other groups in the corporate office as well as the field. * Excellent communication skills, both written and verbal. Proven ability to communicate with employees at all levels of the firm. Ability to tactfully craft difficult messages. * Demonstrated ability to take initiative and operate independently, while able to work effectively in a team environment. * Series 7 preferred for consideration. However, 5+ years of industry experience in lieu of the Series 7 will be taken into consideration if candidate does not have Series 7 at the time of application, which will be required within the allocated time after hiring. * Series 9/10 or 24 required, or ability to obtain within corporate timeframes. * Travel: Approximately 20%. Preferred Qualifications * Experience in an audit function, familiarity with audit methodologies. * Leadership experience. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $87,400 - $120,200/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Legal Affairs Line of Business GCO General Counsel's Organization

Are you ready to apply your analytical expertise on a dynamic, world-class HR team? Ameriprise Financial is seeking a Senior Human Capital Insights (HCI) Analyst to join our high-performing organization. In this role, you'll help shape talent strategies by delivering actionable people insights that drive meaningful conversations across the enterprise. As a Senior HCI Analyst, you will: * Partner with team members and stakeholders to identify data and analytics needs. * Transform complex data into compelling stories for executive audiences. * Guide leaders in interpreting results, discussing implications, and enhancing data literacy. * Serve as a trusted authority on HR data and reporting, bringing creativity and innovation to new solutions. What you bring: * Strong analytical and data management skills. * Experience creating innovative approaches and solutions. * A passion for using insights to influence strategy and elevate decision-making. How you'll spend your time… * Provide insights and recommendations based on data observations. Independently lead a variety of efforts to ensure HCI is an active participant in various projects. Maintain understanding of all HR management system (HRMS) modules and provide support on any data set as required. Identify and implement standardized processes for reporting and analysis * Use multiple tools and systems to produce reports in response to requests from clients. Consult with requesters to verify business needs and clarify requirements. Identify appropriate data sources, develop and test queries, perform quality verification of data to ensure accuracy, and provide products within agreed time frame. * Identify data issues through analysis and collaboration with key partners. Define data audit procedures and requirements, design audit queries, and perform scheduled audits. Raise all identified data or system issues to the appropriate person(s) for resolution. Research system issues and data trends. Use statistical programming and data visualization software. * Lead incoming requests through intake process and engage with clients to ensure understanding of and alignment with requirements. Analyze requests and delegate work as appropriate. Identify and help implement solutions for enhanced operations, processes, and products to elevate team and business performance and to enable data-driven decisions. To be successful in this role, you will have... * Bachelor's degree or equivalent and 3 to 5 years of experience in working with data analysis, reporting, or consulting * Post-secondary education and related experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience. * Excellent ability to collaborate, understand requests and communicate results and recommendations. * Strong analytical and problem-solving skills and experience with organizing and running project plans. If you also have this, even better... * Education or training focused in HR, Analytics, Math, Finance, Statistics, Industrial/Organizational (I/O) Psychology, Behavioral Sciences or similar * Experience with HR Analytics and HRMS (Workday preferred) * Experience with data manipulation and visualization (e.g., Excel, Power BI) * Experience with statistical programs (e.g., Python, R, SQL) About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $71,300 - $98,100 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Human Capital Line of Business HR Human Resources

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. AGS Technology is seeking a Senior DevOps Engineer to help elevate our engineering maturity, modernize our delivery pipelines, and improve the reliability and scalability of our platforms. You will work alongside high‑performing DevOps, SRE, and software engineering teams, supporting cloud-native platforms, automation initiatives, and modern observability practices. This is a high‑impact role where you will influence architecture, tooling, engineering standards, and operational excellence across Government Savings Technology. Key Responsibilities * Lead design, implementation, and optimization of CI/CD pipelines using modern tools and DevOps best practices. * Architect and maintain scalable, resilient, cloud‑based infrastructure (AWS preferred). * Implement Infrastructure as Code (IaC) standards using tools like Terraform. * Enhance observability, monitoring, and alerting systems to improve reliability and reduce operational toil. * Partner with Dev, SRE, Architecture, and QA teams to support feature delivery, performance, and system stability. * Drive automation across build, deployment, configuration, and environment management workflows. * Evaluate emerging tools, patterns, and practices to keep AGS on the cutting edge of DevOps maturity. * Provide mentorship and technical leadership to DevOps engineers and cross‑functional partners. * Support production environments, including on‑call participation as necessary. Required Qualifications * 8+ years of DevOps experience in a major tech organization or large‑scale enterprise environment. * Deep expertise in: * Cloud platforms (AWS strongly preferred). * CI/CD tooling such as GitHub Actions, GitLab Pipelines, Jenkins. * Infrastructure as Code (Terraform). * Containerization & orchestration (Docker & Kubernetes). * Solid understanding of microservices architectures, networking, load balancing, and security. * Strong troubleshooting, analytical, and documentation skills. Preferred Skills * Experience with: * Observability tools (New Relic, ELK, Splunk). * Secrets management (Vault). * Additional automation tools (Chef, Argo, SonarQube). * Experience using Helm as part of Kubernetes‑based deployments (chart management, values files, upgrades). * Exposure to service mesh technologies (Istio). * Familiarity with enterprise release processes and complex multi‑environment deployments. Who You Are * Self‑motivated with a strong sense of ownership. * Intellectually curious, with a passion for learning, improving, and driving engineering excellence. * Comfortable challenging assumptions and pushing for modern, scalable, automated solutions. * A collaborative engineer who communicates well across teams and stakeholders. We are proud to be an Equal Opportunity Employer The national average salary range for this role is 120-165k 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. Lead the team that is responsible for managing Nonqualified Deferred Compensation (NQDC) and Corporate Owned Life Insurance (COLI) casework for Newport, Schwab and Vanguard teams. Section 2: Job Functions, Essential Duties and Responsibilities Collaborate with stakeholders to define acceptance criteria and ensure alignment with business goals. Act as a liaison between business units, project teams, and technical teams. Review and validate documentation to ensure accuracy and completeness. Manage the team that coordinates and compiles plan ‘diagnostic' evaluations for prospective nonqualified clients to include plan design evaluation (“Best Practices”), evaluation and recommendation of funding strategies, optimization and recommendations regarding participant investment ‘menu' options, trustee search and selection, etc. Foster strong relationships and maintain strategic oversight for clients along with intermediary partners and Newport Relationship Managers (“RMs”). Identify improvement opportunities in processes and recommend actionable solutions. Ensure deliverables are of high quality and meet operational readiness standards. Self-starter working in a fast-paced, demanding environment under tight deadlines Focus on learning in everyday activities and events Collaborate with and openly share knowledge with colleagues Train nonqualified clients and internal staff on nonqualified product design, product performance, fund changes and general trends or changes in the marketplace 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 Manage and develop a high performing team through implementation of effective recruitment, training, performance management, motivation and coaching. Lead and engage employees in a positive and professional manner where inclusion and diversity of thought are leveraged for innovation and continuous improvement. Work with employees to set and execute employee SMART goals/objectives. Manage direct reports according to Newport policy. Section 3: Experience, Skills, Knowledge Requirements Minimum 10+ years of NQDC services industry experience with direct accountability for client deliverables including plan design and COLI Bachelor's degree in business finance, IT or a related field from four-year college or university Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations Ability to write reports, business correspondence and procedure manuals Ability to apply advanced mathematical concepts utilizing current spreadsheet and accounting database software programs. Excellent communication and stakeholder management abilities. 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.

FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1: Position Summary Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in person and via phone. This position serves as the retirement Plan expert on testing, 5500, loans and distributions. Additionally, this individual can easily grasp plan design with the ability to assist in plan operation and document updates. Section 2: Job Functions, Essential Duties and Responsibilities Provide timely, exceptional customer service, including problem solving and issue resolution with minimal inconvenience to clients Provide effective verbal and written communications in a clear, concise and informative manner Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable Assist clients with all initial and ongoing plan design and document needs, including promoting awareness and educating all clients in regards to their obligations with the IRS and DoL regulations. Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan Assist clients with Service and IRS Plan terminations Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions Complete/Assist with payroll processing as required by the products assigned Accountable for all aspects of valuation reports, participant statements and annual testing Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4),deductibility, and 402(g) Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable Review distribution paperwork and coordinate processing of distributions with asset holder Review loan paperwork and coordinate processing of loans with asset holder Review or prepares Form 5500 and coordinate with plan sponsor to help ensure timely filing Assist auditors if a plan is subject to an audit Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys) As applicable, work with assistant to coordinate and oversee activities that will ensure timely and accurate completion of book of business Assist with other tasks and projects as assigned * 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 * Bachelors degree preferred * 3-5 or more years ERISA experience in the retirement industry * Experience in analysis of financial data required * Experience in Relius software desirable, but not required * Strong Word, Excel, and Outlook skills * Strong written and oral communication skills * Strong analytic mentality associated with problem solving skills * Detail oriented with the ability to prioritize and manage tasks to partner with business operations, including related ERISA compliance matters * Ability to effectively plan and assign work to and oversee plan associates that are qualified to assist with plan modifications The national average salary range for this role is $60,000 - $90,000 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. 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").