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Morgan Stanley jobs in Edina, MN

- 134 jobs
  • Registered Client Relationship Analyst

    Morgan Stanley 4.6company rating

    Morgan Stanley job in Wayzata, MN

    Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT * Provide service coverage for a FA/PWA/team including: * Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships * Executing money movement transactions at the request of the client and/or FA/PWA/team * Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) * Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team * Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) * Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team * Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) * Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team * Assists Financial Advisor(s) / team in delivering against their business plan and client service model * Supporting the Financial Advisor/ team marketing strategy (e.g, website maintenance) * Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems * Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams * Remaining current on all policies, procedures and new platforms * Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT: * Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with Financial Advisor / teams as needed) * Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) * Maintaining travel itineraries, preparing expense reports and managing the reimbursement process * Assisting with general in-office support functions such as copying, filing and scanning documentation * Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * High School Diploma/Equivalency * College degree preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) * Two or more years of industry experience preferred Knowledge/Skills * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Detail orientated with superior organizational skills and ability to prioritize * Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multitask * Goal oriented, self-motivated and results driven Reports to: * Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $34,320 - $90,000 /Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $34.3k-90k yearly Auto-Apply 46d ago
  • Investment Consultant - Woodbury, MN

    Charles Schwab 4.8company rating

    Minneapolis, MN job

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $73k-130k yearly est. 1d ago
  • Client Manager - US Large Market

    American Express 4.8company rating

    Saint Paul, MN job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The GCS U.S. Large Enterprises Client Group manages strategic commercial services relationships with clients, including many multi-national organizations. This Client Manager, U.S. Large Enterprises, is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio of approximately 10 clients in the Mid-Atlantic United States. How will you make an impact in this role? **Role Responsibilities:** + Serve as payments expert to proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients. + Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to drive spend expansion/growth. + Lead development of proposals and pricing for client renewals and expansion, negotiate client contracts, and oversee implementation of solutions. + Engage, develop, and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives. + Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders. + Identify and develop relationships with decision-makers within client organizations to influence program management and growth. **Qualifications:** + Minimum of 5 years prior strategic relationship management and/or sales experience. + Must possess a sense of urgency and deep resilience to drive results and win. + Experience with managing complex and challenging clients. + Proven relationship management skills demonstrating a comfort and effectiveness in establishing relationships at C-levels and within cross-functional areas within Fortune 500 companies. + Experience with the following industries preferred: Food & Beverage, Retail, Business & Professional Services, Financial Services, Information Technology, Media & Entertainment. + Entrepreneurial approach to portfolio management; able to identify opportunities and mange through the sales process. + Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth. + Effective oral and written communication skills, with the ability to influence internal and external partners. + Ability to gain in-depth understanding of client needs, to develop and execute a client-focused account plan with limited support and guidance. + Ability to effectively present products, technical solutions, and financials to clients in a strategic manner. + Must be able to work in a virtual environment. **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Sales **Primary Location:** United States **Schedule** Full-time **Req ID:** 25021826
    $89.3k-150.3k yearly 19d ago
  • Receptionist/Office Manager

    Ameriprise Financial 4.5company rating

    Minneapolis, MN job

    Receptionist / Office Manager Compensation: $23/hour + full benefits About Us We are an established Ameriprise Field office with multiple Ameriprise Private Wealth Advisory Practices dedicated to helping clients achieve their financial goals with integrity, care, and professionalism. As the first point of contact for our clients, you will play an essential role in ensuring a warm and professional client experience while also keeping our office running smoothly. Position Overview The Receptionist/Office Manager is a full-time, non-exempt position (40 hours per week). This role is responsible for providing a positive and professional first impression for our clients while managing the day-to-day operations of the office. It is ideal for someone who is detail-oriented, organized, and enjoys balancing client interaction with behind-the-scenes support. Key Responsibilities Greet and welcome clients, ensuring a professional and friendly experience. Answer phones, manage emails, and provide administrative support to Client Service Assistants and advisors as needed. Handle incoming and outgoing mail, including scanning in checks and maintaining proper records. Manage office supplies, vendor relationships, and keep the front office tidy and organized. Perform light bookkeeping and record-keeping tasks. Assist with scheduling, filing, and other administrative projects to support the team. Proactively identify opportunities to improve office efficiency and client service. Qualifications Prior office administration or receptionist experience preferred. Strong communication skills, both written and verbal. Professional demeanor and client-service orientation. Proficiency with Microsoft Office Suite (Outlook, Word, Excel) and ability to learn new software quickly. Highly organized with strong attention to detail. Ability to handle sensitive information with discretion. Compensation & Benefits Starting Pay: $23/hour Full-time, Non-exempt (40 hours per week) Paid Time Off (PTO) & Paid Holidays Health, Dental, and Vision Insurance 401(k) with employer contribution Short-Term & Long-Term Disability Insurance (STD/LTD) Professional, supportive work environment with opportunities to grow How to Apply Interested candidates should submit a resume and cover letter outlining their qualifications and interest in the role. Equal Opportunity Employer We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender identity, or any other characteristic protected under applicable federal, state, or local law.
    $23 hourly Auto-Apply 60d+ ago
  • Senior Home Lending Advisor - Minneapolis MN

    Jpmorganchase 4.8company rating

    Minneapolis, MN job

    Job Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. Job responsibilities Coaches and mentors the branch team by providing training on products and services. Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts. Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships. Builds role as the internal and external mortgage expert and maintains good relationships with customers. Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. Required qualifications, capabilities, and skills Bachelor's degree or equivalent work experience in sales and/or real estate 3+ years of mortgage lending and proven sales experience in retail banking Knowledge of real estate market in local area Excellent written and oral communication skills Knowledge of FHA, VA, FNMA, and FHLMC guidelines Preferred qualifications, capabilities, and skills FHA/VA sales experience Marketing, promoting, relationship building, and consulting skills Intermediate PC skills in a Windows environment This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **********************************************************************
    $41k-76k yearly est. Auto-Apply 60d+ ago
  • Annuity Sales Consultant

    Ameriprise Financial 4.5company rating

    Minneapolis, MN job

    The Annuity Sales Consultant in Wealth Management Solutions is an internal sales role responsible for case consultation with financial advisors on annuity offerings available through the Ameriprise Financial broker/dealer. Develop a specialty expertise in annuities while helping advisors navigate through the sales process. Provide annuity carrier comparisons, product suggestions, sales materials and illustrations based on client needs. Key Responsibilities * Provide inbound phone queue sales support, place outbound telephone calls, and return advisor emails to support annuity sales in an assigned region. * Provide day-to-day case consultation to advisors tailoring annuity recommendations based on client needs. Provide approved sales materials and illustrations as needed. * Support advisors with product training, order entry, licensing, compliance, and new business inquiries. Serve as the liaison between advisors, carriers, and various departments on intensified issues. * Develop deep annuity product knowledge across multiple carriers and product types (primarily variable, fixed indexed, fixed, structured and immediate annuities). * Develop broad expertise of LTC and insurance offerings to effectively guide advisors to appropriate BGA, carrier or resources. * Build and maintain effective relationships with multiple departments, annuity carriers and key resources. * Present solutions, tools, and resources via Teams/web conferencing. * Use Salesforce as a territory management tool to track activity and manage pipelines. Required Qualifications * Bachelor's Degree or equivalent in a related field * 5+ years of relevant experience in the financial services industry * Active Series 6 or Series 7 * Active State securities registration (Series 63 or 66) * Insurance licensed with life/health and variable lines or ability to obtain within 120 days * Ability to work independently, collaborate with teammates and share standard methodologies * Ability to influence others through consultative/solutions-based selling * Effective verbal, written and interpersonal communication skills * Ability to handle multiple assignments and meet deadlines in a fast-paced environment Preferred Qualifications * Previous experience as an annuity wholesaler or sales consultant About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $69,900 - $94,400/ year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Sales Line of Business FPPS Wealth Management Solutions
    $69.9k-94.4k yearly Auto-Apply 48d ago
  • Director, Compensation Operations

    Ameriprise Financial 4.5company rating

    Minneapolis, MN job

    This role leads global compensation operations, ensuring effective administration of annual programs, policies, and processes. It oversees compensation data, analytics, and reporting, driving insights that support strategic decision-making. The position collaborates closely with HR partners and external vendors to ensure accurate execution, compliance, and service quality. It includes managing and developing a team through coaching, delegation, and performance feedback. Additionally, the role contributes to enterprise-wide projects and leads communication and training efforts related to compensation programs. Responsibilities: Operate in a strong player/coach capacity overseeing the global compensation operations function, including responsibility for the effective administration of annual compensation programs, procedures, policies, and processes; accountability for the management and administration of our compensation data, insights and analytics; and collaborating with compensation leadership team and other key partners across the organization to drive the effective delivery of compensation strategies and objectives. Collaborate with key partners across HR (Payroll, HR Compliance, HR Systems, etc.) to ensure effective execution of critical compensation programs and accuracy of employee data. Continuously work toward increasing efficiencies and develop processes to promote more effective administration of salary changes and other compensation transactions. Oversee the timely creation, analysis, and interpretation of key compensation metrics to ensure accurate tracking, measurement, and reporting on compensation data and programs. Ensure strong data governance is in place. Regularly evaluate trends and identify opportunities to improve compensation programs to more effectively drive value in our investment. Provide leadership, coaching, and development to direct reports; deliver timely feedback/coaching and formal performance review discussions; assess employee professional growth/career opportunities and collaborate on individual development plans. Own and maintain partnerships with key external compensation vendors. Provide vendor oversight to ensure appropriate service levels provided. Ensure that all programs are efficiently and accurately administered in compliance with applicable regulations. Monitor all aspects of ongoing vendor performance. Lead various compensation projects to ensure all operational elements are considered. Represent the compensation team on other special HR and enterprise-wide project initiatives, ensuring that any issues impacting compensation-related items are proactively addressed and solved. Lead the development of effective communication strategies related to new or changed compensation programs, policies, or procedures including the company's annual compensation cycle materials. Develop and review leader and HR partner training. Required Qualifications: Bachelor's degree or equivalent. 7-10 years of relevant experience. 5+ years of experience within Compensation. Current knowledge of Compensation programs, best practices, and regulations. Excellent analytical and project management skills. Ability to collaborate with partners across the organization to drive results. Strong written and verbal communications skills and the ability to communicate complex ideas in a way that is easily comprehended by broader audiences. Tremendous ability to solve business problems and quickly identify creative solutions. People leadership experience and the ability to lead both direct and indirect reports. Experience working in a global, matrixed organization. Demonstrates flexibility. Preferred Qualifications: Certified Compensation Professional (CCP). Financial services 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 $131,000 - $176,900 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Human Capital Line of Business HR Human Resources
    $131k-176.9k yearly Auto-Apply 24d ago
  • Regional Coordinator

    Ameriprise Financial 4.5company rating

    Minneapolis, MN job

    Serve as the principal support for an Ameriprise Financial Institutions Group Field Vice President (FVP) by providing all administrative functions of the region including, but not limited to, calendar management, travel management, meeting and conference coordination, and communication development. Provide day-to-day coordination and support of regional initiatives and project activities to ensure key tasks and deadlines are met. This position serves as a key liaison between the FVP, field advisors & staff, and cross-functional stakeholders, ensuring seamless execution of business priorities, communications, and operational processes. The ideal candidate is highly organized, proactive, and collaborative, with a strong ability to manage multiple priorities in a fast-paced environment. Key Responsibilities Provide primary support for the assigned Field Vice President's calendar, while coordinating with a wide variety of counterparts and business partners. Serve as a delegate for FVP on meetings and/or via email. Calendar & Meeting Management (set monthly, quarterly 1:1 meetings for FVP and Advisors, coordinate pre-hire goal meetings, 30,60, 90-day EAR ramp up calls, travel arrangement. Provide Event coordination and project management support on multiple business priorities and initiatives Manage and submit T&E reports; create and manage Monthly Newsletter. Partner with field operations, implementation, and engagement teams to streamline processes and ensure alignment with regional priorities. Monitor and report on key operational activities, identifying areas for improvement and supporting execution. Assist in tracking regional goals, initiatives, and performance metrics. General assistance with Advisor inquiries. Required Qualifications Excellent written and verbal communication skills and strong client service orientation. Ability to manage multiple priorities in a fast paced environment with little or no supervision. Proficient with standard business software such as the Microsoft Office Suite of tools. Ability to maintain confidentiality and privacy. Ability to work with all level of employees and advisors. Ability to handle/maintain private and confidential information in an appropriate manner. Preferred Qualifications Previous financial experience. Previous executive assistant experience. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $57,100-77,100/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Business Support & Operations Line of Business AFIG Ameriprise Financial Institutions Group
    $57.1k-77.1k yearly Auto-Apply 13d ago
  • Sr Margin Professional

    Ameriprise Financial 4.5company rating

    Minneapolis, MN job

    Monitor client accounts for House Calls, Federal Calls & Day Trading Calls, reducing market risk and volatility. Review accounts for FINRA violation & related issues which include Liquidation, 90 Day trade, & Free Riding. Reduce outstanding, non-trade & trade related debt. Effectively communicate & respond to advisors/clients. Ensure comprehensive & seamless operations for all transaction requests with minimal direction. Work with business partners to research & resolve issues in an accurate & timely manner. Interact with Compliance/Risk to monitor guidelines, regulatory policies, procedures & trade corrections. Key Responsibilities * Initiate, review and manage exceptions to the firm's current margin policy. Perform daily margin processes, managing margin calls, exception reports, option expiration reports and monitoring accounts for accuracy and sufficient collateral. Review and maintain the accuracy of customer margin account records of securities purchased creating REG-T, House and FINRA calls. File extensions with FINRA on open unsettled trades. * Review and approve client requests for payments or transfer of assets within AMPF and/or transfer of assets to other financial organizations where clients have Margin/Options. Ensure that all customer accounts with outstanding regulatory exceptions are brought into compliance regarding retention house requirements, FINRA 4210, and Regulation-T. * Take action on at-risk accounts for reasons relating to firm policy, market conditions or individual account behavior. Monitoring and oversight of client margin accounts for trading and concentration risk. Support customer service in identifying, managing and resolving client margin account issues; supplement customer interaction with specific recommendations and explanations * Respond to advisors or internal business partners related to, but not limited to, cash available, buying power, option calculations, margin day trading, trade through violations and disbursement approvals. Interact with the advisors and/or internal business partners regarding the remediation of margin accounts requiring action due to down market exposures creating House and FINRA calls and deficit equity. * Escalate risk related issue to leadership timely. Execute on various risk-based models at the client account level and market risk factors. * Analyze accounts with credit and risk issues associated with risky trading strategies and issue maintenance calls on accounts that fall below minimum margin requirements. Required Qualifications * Education: High school or GED * 1 to 3 years relevant experience required * Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for * education and experience * Previous operations, processing, or customer service experience. * Strong problems solving and analytical skills. * Demonstrated ability to manage multiple priorities in a fast-paced, results-driven transaction-based environment. * Demonstrated understanding of company and industry regulatory requirements. * Excellent teamwork and strong written and verbal communication skills. * Ability to work in a time sensitive environment with great attention to detail, while achieving a high degree of accuracy. Preferred Qualifications * Ability to understand and communicate complex issues. * Margin experience. * Series 7 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 $43,500-$58,800/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Business Support & Operations Line of Business CLEAR Clearing
    $43.5k-58.8k yearly Auto-Apply 12d ago
  • Network Engineer

    Ameriprise Financial 4.5company rating

    Minneapolis, MN job

    Design, implement, and support complex network solutions that meet high standards for scalability, performance, and reliability across large, multi-technology projects. Provide technical leadership to internal teams and external partners, ensuring sound designs, smooth execution, and seamless production integration. Resolve incidents, problems, and requests efficiently. Proactively monitor and optimize network configurations, applying real-time fixes to maintain enterprise stability. Diagnose and troubleshoot issues using available tools, minimizing impact in high-pressure environments. Communicate clearly with stakeholders about actions taken and root causes. Recommend and implement upgrades and preventative measures aligned with corporate standards. Serve as an escalation point for a wide range of network technologies, guiding peers in developing resilient solutions. Enhance team capabilities by refining processes, documentation, and vendor interactions. Actively pursue training opportunities to grow expertise and contribute to team and career advancement. Key Responsibilities * Independently perform highly complex assignments. * Network design, architecture, management, and deployment of new and existing routing and switching within campus and data center networks. * Lead proper execution of network changes & updates in accordance with corporate security policies to meet business requirements. * Monitor network performance and security, and logically troubleshoot related issues. * Research, recommend, and establish innovative solutions for proper capacity planning that scale with the business growth. * Where possible, introduce automation for daily routine administrative tasks. * Collaborates with all Information Technology (IT) disciplines. * Creates, maintains, and updates documentation with most relevant information. * Escalation resource during major incidents and outages as needed. * Perform other special project and duties as assigned. * Perform problem diagnosis, initiate problem resolution, and provide ongoing life-cycle support for network deployments and upgrades. * Collaborate with team members to ensure project scoping activities are aligned with architectural objectives. * Participate and provide input into the continual refinement of processes, policies, and best practices to ensure optimal performance and availability of technologies. * Continuously develop specialized knowledge and technical subject matter expertise by remaining apprised of industry trends, the direction of emerging technologies, and their potential value to the business. Required Qualifications * Bachelor's degree in computer science or related field; or equivalent work experience. * Minimum 5-7 years of relevant networking design and engineering experience required. * 5-7 years of problem/incident management and troubleshooting experience within a technology operations environment. * 5+ years of Network Security technologies experience in several of the following areas: * DNS/DHCP/IP Management - troubleshooting experience, Cloudflare. * F5 Experience in the following: LTM; GTM; APM; and ASM. * Palo Alto Firewall experience. * DDoS - Akamai, CloudFlare. * Ability to handle numerous projects simultaneously with great attention to detail, urgency, focus and discipline. * Automation, Scripting, API integration. * Strong organizational skills, with the ability to handle numerous projects simultaneously with great attention to detail, urgency, focus and discipline. * Ability to coach and mentor experienced Network engineering staff. * Strong thought leadership abilities and a highly innovative problem solver. * Confident and comfortable taking the lead during troubleshooting or recovery scenarios. * Proven analytical and problem-solving abilities, with ability to collect and present meaningful system statistics and other metrics. * Experience provisioning and maintaining network technology hardware and software. * Knowledge in Cloud-based Network Security technologies. Preferred Qualifications * ServiceNow experience. * Packet capture and analysis - Gigastor, Wireshark. * Experience with Automation (Ex.: Ansible, Terraform, XSOAR). * Knowledge in some of the following IT areas: servers, database, web hosting, capacity planning, and performance analysis, Virtualized systems, Containers, etc. * Cloud Networking - AWS, Azure, Oracle. * Network monitoring, NetFlow, capacity management. * Packet Broker - Gigamon. * WAN/LAN Routing and Switching IOS XE(non SD-WAN), LAN/Campus Switching, Data Center Switching. * Cisco Wireless - Prime - Catalyst Center(DNA Center). * Route/Switching Protocols BGP - OSPF - EIGRP - Tunneling DMVPN - GRE - IPSEC. * Experience with other networking technologies ie: Tufin, Viavi, Gigastor, Network. Capture Analysis, ISE, Forescout, Threat Defense, Cisco VPN, Linux, SecureCRT, WireShark. 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 - $144,500 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
    $107k-144.5k yearly Auto-Apply 5d ago
  • Sr Associate Product Owner

    Ameriprise Financial 4.5company rating

    Minneapolis, MN job

    This position will provide oversight of our Field Technical Support Desk vendor to ensure consistent superior service to our advisor and field personnel. This resource will oversee critical programs to ensure ongoing metrics and quality standards are met while working to continuously enhance the overall experience. Key Responsibilities We are seeking a highly organized and proactive individual to oversee a vendor's day-to-day operations of our Field Technology Support Desk. This role ensures smooth functioning of support services and drives operational excellence to deliver outstanding customer experiences for our advisors and their staff. Additional responsibilities include: * Manage day-to-day operations of the overall Field Technology Support Desk service. * Serve as the primary point of escalation for complex or urgent issues. * Track and report on SLAs, response times, future volume forecasts and resolution metrics. * Develop and maintain reporting to identify trends and recommend improvements. * Maintain and update documentation, FAQs, and knowledge base resources. * Identify trends and drive a continuous improvement agenda focusing on measurable outcomes including creating and executing project plans. * Represent the support team in cross-functional meetings, providing guidance and expertise on field technical service needs. Required Qualifications * Bachelor's degree or equivalent years of experience. * 3-5 years relevant experience required. * Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience. * Proven project management experience. * Excellent interpersonal and verbal communication skills to effectively gather information and disseminate facts and recommendations. * Proven ability to gather and analyze data, write requirements, and develop fact-based conclusions and recommendations. * Proven experience in understanding technology as it relates to the business. * Strong effective working relationships with varying levels of employees and leadership with proven ability influence improvements and efficiencies to work processes. * Demonstrated enthusiasm and curiosity for digging in deeper and learning and developing creative solutions. * Ability to extract and manipulate large datasets, create and analyze PivotTables, and apply data transformation techniques to identify trends and generate actionable insights. Preferred Qualifications * Call center management experience. * SharePoint development. * ServiceNow reporting analysis and dashboard creation. 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 $80,100 - $108,000 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 Business Support & Operations Line of Business TECH Technology
    $80.1k-108k yearly Auto-Apply 18d ago
  • Private Client Banker- Shakopee - Shakopee, MN

    Jpmorgan Chase 4.8company rating

    Shakopee, MN job

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible + Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs + Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs + Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week + Adheres to policies, procedures, and regulatory banking requirements **Required qualifications, capabilities, and skills** + Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation + Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role + Compliance with Dodd Frank/Truth in Lending Act* + High school degree, GED, or foreign equivalent + Adherence to policies, procedures, and regulatory banking requirements + Ability to work branch hours, including weekends and some evenings **Preferred qualifications, capabilities, and skills** + Excellent communication skills + College degree or military equivalent + Experience cultivating relationships with affluent clients + Strong team orientation with a commitment of long-term career with the firm **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ************************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Shakopee,MN $22.50 - $30.29 / hour
    $22.5-30.3 hourly 21d ago
  • Vice President, Head of AI Strategy

    Ameriprise Financial 4.5company rating

    Minneapolis, MN job

    Ameriprise Financial is seeking a strategic and results-driven Vice President, Head of AI Strategy who understands the power of AI to transform financial services while respecting the rigor, governance, and trust that define the industry. We're seeking a forward-thinking executive to lead our enterprise-wide artificial intelligence (AI) and generative AI strategy, balancing innovation with accountability in a highly regulated, client-centric environment. Accountable for building a structure and strategy for development and management of artificial intelligence (AI) and generative AI for the enterprise that provides a robust data-driven organization, including creating a centralized function and guardrails for business entrepreneurship. Drives impactful data science across multiple areas to lead growth, efficiency and risk reduction in line with key company priorities. Reporting to the Head of Business Operations & Enterprise Transformation, this leader operates as a strategically oriented thought partner, supporting the continued growth of the enterprise while playing a key role in influencing and operationalizing strategic transformation initiatives, in partnership with Technology and Enterprise Data Analytics & Insights teams. Key Responsibilities * Evolve the Vision for AI Across Enterprise: Define and lead the strategic roadmap for AI and generative AI, ensuring alignment with business priorities, risk frameworks, and shareholder value. * Establish Guardrails for Innovation: Build an enterprise AI roadmap that enables responsible experimentation, with clear governance, ethical standards, and business enablement. * Drive Business Value Through AI: Collaborate with Intelligent Automation (IA), Enterprise Data Analytics & Insights (EDAI), finance, risk, and business leaders to evaluate use cases, prioritize investments, and embed AI into decision-making and operational processes. * Accelerate Innovation Thoughtfully: Partner with the EDAI team and cross-functional stakeholders to prototype and deploy advanced analytics solutions that are both impactful and scalable. * Champion a Culture of Test-and-Learn: Promote disciplined experimentation and continuous improvement in how analytics and AI are applied across financial services operations. * Retool: Operate within the Transformation Center of Excellence (CoE) to establish and empower an AI strategy that drives enterprise-wide value by modernizing existing AI capabilities and developing new, fit-for-purpose solutions. * Build AI-First Capabilities: Partner with relevant stakeholders to define and operationalize the AI roadmap and investment priorities, scaling AI capabilities across the enterprise to accelerate transformation and impact. * Lead Enterprise Governance Forums: Co-lead the Data & Analytics and lead the AI leadership Council, shaping enterprise-level decisions on AI capability building, data governance, tools, talent, adoption and resource allocation. Present recommendations to the Executive Leadership Team. * Build Strategic Relationships: Foster strong partnerships across IA, technology, risk, finance, and analytics teams to ensure cohesive, well-governed AI strategies. Craft and operationalize an enterprise-wide AI strategy through influence, alignment and partnership instead of direct ownership. Required Qualifications * Minimum of 15 years of professional experience, including 7-10 years in consulting, strategy, or analytics leadership roles, with a proven track record of leading enterprise-level strategic initiatives. * Demonstrated experience in helping design, develop, and deploy AI and advanced analytics solutions that deliver measurable business impact. Familiarity with model development, risk management, and integration into business processes is essential. * Deep understanding of data management, governance, and analytics methodologies. Skilled in translating data insights into actionable strategies and scalable solutions. * Ability to influence senior stakeholders, drive cross-functional alignment, and foster innovation in complex, regulated environments as well as experience managing teams and navigating matrixed organizations is highly valued. * Financial Services Experience (Preferred): Experience working within financial services or similarly regulated industries is highly preferred. Understanding of the unique challenges and opportunities in applying AI within a risk-aware, client-centric culture. * Executive Presence & Influence: Comfortable presenting to and advising senior leadership, including C-suite stakeholders. Able to build trust and credibility while advocating for innovation and change. 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 $275,000 - $350,000/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Data Line of Business FPPS Wealth Management Solutions
    $275k-350k yearly Auto-Apply 5d ago
  • Registered Client Relationship Analyst

    Morgan Stanley 4.6company rating

    Morgan Stanley job in Wayzata, MN

    Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: * Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships * Executing money movement transactions at the request of the client and/or FA/PWA/team * Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) * Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team * Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) * Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team * Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) * Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team * Assists Financial Advisor(s) / team in delivering against their business plan and client service model * Supporting the Financial Advisor/ team marketing strategy (e.g, website maintenance) * Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems * Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams * Remaining current on all policies, procedures and new platforms * Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT: * Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with Financial Advisor / teams as needed) * Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) * Maintaining travel itineraries, preparing expense reports and managing the reimbursement process * Assisting with general in-office support functions such as copying, filing and scanning documentation * Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * High School Diploma/Equivalency * College degree preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) * Two or more years of industry experience preferred Knowledge/Skills * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Detail orientated with superior organizational skills and ability to prioritize * Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multitask * Goal oriented, self-motivated and results driven Reports to: * Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $33,250 - $90,000 / Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $33.3k-90k yearly Auto-Apply 60d+ ago
  • Staff Auditor-Data Analytics

    Ameriprise Financial 4.5company rating

    Minneapolis, MN job

    Ameriprise Financial is looking to add a Staff Auditor- Data Analytics to the team! The individual in this role will apply data analytics and business intelligence solutions to meet Internal Audit objectives. Execute repeatable data analytics processes to provide audit assurance and improve audit efficiency and effectiveness. Help evolve the analytics program for Internal Audit throughout the implementation and execution process. Key Responsibilities * Support the Internal Audit data analytics program throughout all phases of the audit process, including risk assessment, planning & scoping, fieldwork and reporting. Responsible for developing and executing data analysis procedure during audit engagements, under the supervision of audit project leads. Includes extracting business information from IT systems and databases, evaluating it and using it to develop strategies to attain audit objectives. * Utilize Power BI capabilities (i.e., DAX, Power Query) to create visual dashboards for audit reporting and continuous auditing. These dashboards will provide insight into transactional records and enhance decision making capacity during audits. * Leverage Computer Assisted Audit Techniques (CAATs) such as robotic process automation (RPA), process mining, and other computer programming skills (e.g., Python) to automate audit data collection and audit testing practices for process improvements. * Leverage analytical procedures to execute continuous audit engagements and continuous risk assessments. * Keep abreast of new industry tools and emerging technologies which may offer improved functionality or a more efficient and effective ability to deliver audit analytics solutions. Required Qualifications * Bachelor's degree or equivalent * 0-1 years of experience * Experience or strong academic knowledge with data manipulation programming languages (i.e.,SQL, Python,R, Power BI DAX) * Strong understanding of or experience with relational databases * Experience with Excel data manipulation * Excellent oral and written communication skills * Ability to thrive in a team environment or work independently * Ability to collaborate with a team through open communication and sharing of ideas in a clear and concise manner * Adaptability to work and communicate with various business units Preferred Qualifications * Degree in Data Science, IT, Economics, Finance, Accounting * Master's degree * CIDA, ACDA, MCSA, Cert Internal Auditor, Cert Bank Auditor, Cert Public Accountant, Cert Internal Systems * Professional work experience * Accounting Information Systems, Management Information Systems, Computer Sciences or Data Analytics degree * Machine Learning tools and techniques About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $66,700 - $90,000/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Finance Line of Business FIN Finance
    $66.7k-90k yearly Auto-Apply 18d ago
  • Manager - Business Growth Enablement

    American Express 4.8company rating

    Saint Paul, MN job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. American Express is a leading global payments, network, and travel company, backed by one of the world's most recognized brands. American Express is unique in the payments industry as an issuer of cards as well as a worldwide network that processes millions of merchant transactions daily. We offer the broadest array of charge, credit, prepaid and co brand cards for consumers, small businesses, midsize companies, large corporations and many of the biggest companies in the world. Global Commercial Services (GCS) is a core operating group of American Express and has delivered robust growth over the past decade. GCS partners with corporate clients to help them manage travel expenses and make purchases through proprietary payment solutions and expense management tools. The **Global Corporate Payments B2B Expansion / Deal Advisory Manager** will be responsible for expansion sales across our large and most strategic customers in US markets within our Global Commercial Services (GCS) division. **Overall responsibilities:** + Growing and entrenching business by expanding or cross selling the American Express B2B payment suite to existing GCG/LM clients. + Responsibilities will also include working closely with Global and Large (G&L) CLM teams to identify top B2B opportunities, enhance customer relationships to drive program growth, profitability and client satisfaction. + Role will be required to partner with key SMEs within American Express to ensure robust payment programs are achieved and implemented. + Ongoing program oversight to ensure sustainable supplier management will be a critical component of long term responsibility. + Strong relationship and program management skills will also be required to facilitate SME involvement in designing and implementing robust programs. + The candidate must have the ability to build relationships with key decision makers within existing payments programs to demonstrate the value drivers of American Express payment tools. + The candidate will work closely with our GMNS (MA, COE, CLM) partners to drive enablement success. + The candidate will be responsible for leading key discussions focused on integrating B2B tools with organization's ERP systems as well as conducting full P2P work stream discussions. + The candidate should have a good understanding of our clients technical environments, including ERP systems, procurement systems and P2P solutions **Qualifications:** + Strong track record of identifying and closing complex B2B deals with proven results + Effective communication skills taking a consultative approach to service, sell, entrench and drive success + Strong interpersonal skills to partner with American Express SMES to consult with the client about best practices and other B2B solutions + Ability to build relationships and effectively communicate with Procurement, Finance and Treasury professionals + Strong interpersonal skills to identify and share best practices + Experienced at leading and executing on sales strategies, presentations and subsequent negotiations + Strong financial and analytical skills + Experienced in sourcing and qualifying leads and managing a pipeline of multiple accounts, researching and understanding customer needs, and planning strategically to close the sale through solutions selling + Proven as tenacious, focused and results-oriented + Must be able to work in a virtual environment **Qualifications** Salary Range: $103,750.00 to $174,750.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions **Job:** Sales **Primary Location:** United States **Schedule** Full-time **Req ID:** 25022862
    $103.8k-174.8k yearly 3d ago
  • Risk Management - Lead Credit Officer-Vice President

    Jpmorgan Chase & Co 4.8company rating

    Minneapolis, MN job

    JobID: 210680923 JobSchedule: Full time JobShift: Day Base Pay/Salary: Minneapolis,MN $123,500.00-$230,000.00; Chicago,IL $123,500.00-$230,000.00 Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As a Lead Credit Officer - Vice President in Commercial and Specialized Industries Credit Risk team, you will partner with a cross functional team delivering credit solutions that support a range of needs from working capital and general corporate purposes to acquisition finance and dividend recapitalizations. You will work with family owned businesses, financial sponsors and some publicly traded companies. Additionally this role supports C&SI's Wisconsin market which covers companies generally between $20 million and $2 billion in revenues across a wide variety of industries. Credit executions range from bilateral structures to the syndicated leveraged finance market and institutional investor transactions. Critical to this role is the ability to develop a broad and deep understanding of the business, financial and industry risks faced by clients in the assigned portfolio and utilize that view to properly risk grade borrowers, analyze credit requests, structure credit facilities and negotiate credit agreements and other loan documentation. Job Responsibilities * Utilize excellent credit analysis and financial modeling skills to structure new transactions and work independently on the assigned credit portfolio. * Appropriately assess risks / mitigants, balance risk / reward, diligently manage renewals, amendments and new transactions as well as maintain acceptable credit reporting metrics. * Form well thought out, independent views and be able to voice your opinion in a clear, concise manner and to defend that position with partners and senior leadership. * Lead complex leveraged finance transactions including negotiations and legal documentation for bilateral, syndicated and institutional finance structures. * Work proactively, in a constructive, diplomatic manner, with both internal and external contacts to keep transactions moving. * Act with a sense of urgency and execution to meet both internal and client deadlines. * Provide leadership in the market by being a positive contributor to the team, including being a mentor to less experienced team members, embracing change and participating in various projects or improvement exercises for the benefit of the organization. * Demonstrate excellent communication skills both internally and externally and using those communication skills to effectively solve problems. Required qualifications, capabilities and skills * BA/BS/BBA degree is required * Completion of a major corporate or commercial bank credit training program (or the equivalent corporate banking/corporate finance experience) and a thorough understanding of bank credit policies and procedures * Minimum 5 years' experience in commercial banking/lending including extensive credit analysis, structuring and loan documentation experience with leveraged finance transactions. * Significant accounting and finance knowledge and superior financial modeling skills * Strong working knowledge of credit agreements and other loan documentation along with solid negotiation skills * Demonstrated excellent verbal and written skills, interpersonal skills, and analytical and problem-solving skills * Excellent organizational and project management skills; able to manage competing priorities under tight deadlines * Proven ability to collaborate and build strong partnerships. * Intellectual curiosity with a proven ability to learn quickly * High degree of initiative, self-direction, and ability to work well under pressure
    $123.5k-230k yearly Auto-Apply 31d ago
  • Part Time (20 Hours) Associate Banker, Brooklyn Park Branch, Brooklyn Bark, MN

    Jpmorgan Chase 4.8company rating

    Brooklyn Park, MN job

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. **Job Responsibilities** + Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. + Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. + Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. + Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. + Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. **Required Qualifications, Capabilities, and Skills** + Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. + Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. + Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. + Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. + Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or GED equivalent. **Preferred Qualifications, Capabilities, and Skills** + Strong desire and ability to influence, educate, and connect customers to technology solutions. + Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Brooklyn Park,MN $22.50 - $27.60 / hour
    $22.5-27.6 hourly 30d ago
  • Associate Network Engineer

    Ameriprise Financial 4.5company rating

    Minneapolis, MN job

    Provide systems administration (implementation, management and operational support) and technical expertise for assigned systems, including provisioning, installing, configuring, tuning, operating, and maintaining systems hardware and software and the related infrastructure. Provide technical research, system planning and improvement to enable continuing innovation within the infrastructure and technical services. Perform troubleshooting and solving of complex hardware and software problems as they relate to assigned systems. * This is a US 2nd-Shift role, Tues-Sat. Key Responsibilities * Maintain, monitor and manage assigned hardware and/or software systems, to include execution and/or oversight of vendors for the following: establish and maintain network and user environments, storage and security, and/or end-user computers and other computer peripherals; install and configure software, systems and updates as needed; install, configure and administer server hardware and software, peripherals, services, settings, directories, storage, etc. per standards and requirements. * Provide level-2 support for assigned systems. Serve as an escalation point for specific assigned area of expertise, field technical support questions and issues from end-users, and independently provide solutions or collaborate with vendors to resolve issues. Perform troubleshooting and diagnosis for system failures. Recommend and implement fixes/improvements to prevent recurrence. Instruct users in the correct use of equipment or software as required. * Develop and implement systems administration operational processes, procedures, and associated documentation. Ensure that system hardware, operating systems, software systems and related procedures adhere to standards, methodologies and policies, enabling the productivity and effectiveness of employees, clients and vendor partners. * Develop and implement systems administration operational processes, procedures, and associated documentation. Ensure that system hardware, operating systems, software systems and related procedures adhere to standards, methodologies and policies, enabling the productivity and effectiveness of employees, clients and vendor partners. * Perform daily system monitoring, verifying the integrity and availability of all hardware, server resources, systems and key processes, reviewing system and application logs, and verifying completion of scheduled jobs. Ensure appropriate reaction and resolution to issues. Create, implement, and maintain monitoring and reporting processes (including ensuring appropriate updates, status reports, and usage/performance data is available on an ad hoc and regular basis). * Analyze, research, recommend and implement innovative approaches to system administration tasks with a focus on automation, error reduction and improvements to service. Regularly and proactively evaluate production issues to identify needs, issues or gaps and implement solutions to improve performance and overall health of the environment. * Perform daily backup operations, ensure all required file systems and systems data are successfully backed-up to the appropriate media, recovery tapes or disks are created, and media is managed in accordance with established best practices. #LI_DNI Required Qualifications * Associate degree or equivalent. * 3-5 years of relevant work experience. * 3-5+ years of increasingly complex and sophisticated systems administration experience. Tech skill-set/experience will vary by position. * 2-3+ years of problem/incident management and troubleshooting experience within a technology operations environment. * 3+ years of broad systems experience in several of the following IT areas: servers, networking, security, database, web hosting, desktop, capacity planning, and performance analysis (using tools such as jprobe, junit, TPM, etc.). * Advanced F5 Experience in the following: LTM; GTM; APM; and ASM, Developing iRules. * Palo Alto Firewall experience. * DNS - troubleshooting experience. * Proven analytical and problem-solving abilities. * Experience installing and maintaining server hardware and peripherals. * Knowledge and design experience with virtualized systems (LPARs, WPARs, VMs, Containers, etc.). Preferred Qualifications * Preferred certifications: ITIL Foundation. * Working knowledge of LAN/WAN network infrastructure: cabling, switches, routers and hubs, and acceleration/de-duplication devices. * Experience writing scripts in one or more of the following administrative languages: a shell, Tk, Perl, VBScript, python. * Broad knowledge in some of the following networking areas: Routing, Switching, Security, Firewalls, SASE, Proxy, AWS networking, Azure Networking. * Conceptual knowledge in some of the following IT areas: servers, database, web hosting, capacity planning, and performance analysis, Virtualized systems, Containers. * Confident and comfortable taking the lead by establishing command and control during troubleshooting or recovery scenarios. * Strong communication and organizational skills with the ability to handle numerous projects simultaneously with great attention to detail, urgency, focus and discipline - to include coordinating the work others and ensuring outcomes meet expectations. * Strong analytical and problem solving skills, with proven ability to collect and present meaningful system statistics and other metrics. * Experience with Automation (Ex.: Ansible, Terraform). About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $74,800 - $100,000 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
    $74.8k-100k yearly Auto-Apply 45d ago
  • Part Time (30 Hours) Associate Banker, Eden Prairie Branch, Eden Prairie, MN

    Jpmorgan Chase 4.8company rating

    Eden Prairie, MN job

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. **Job Responsibilities** + Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. + Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. + Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. + Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. + Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. **Required Qualifications, Capabilities, and Skills** + Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. + Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. + Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. + Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. + Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or GED equivalent. **Preferred Qualifications, Capabilities, and Skills** + Strong desire and ability to influence, educate, and connect customers to technology solutions. + Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Eden Prairie,MN $22.50 - $27.60 / hour
    $22.5-27.6 hourly 3d ago

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