Key Responsibilities
- Act as a business lead/subject matter expert on medium to large projects; responsible for providing direction from products perspective and working across the organization to drive projects forward.
- Ensure the maintenance of a healthy compliance environment by completing regular reviews of policies, procedures, and reports and identifying change; lead resolution of complex and non-routine advisor/client issues with internal/external partners.
- Provide research and analysis (quantitative and qualitative) from multiples sources and make recommendations to support business needs (e.g. product adds, platform changes, etc.)
Required Qualifications
- Bachelor's degree or equivalent experience.
- 7+ years' experience, preferably in Financial Services industry focused on product development, and/or product management.
- Active Series 7 or ability to obtain within 120 days.
- Experience working on projects in various roles (Project Manager, Business Analyst, subject matter expert, etc.)
- Subject Matter Expertise on one or more of the following product lines: mutual funds, 529 plans, alternative investments, structured products, capital markets, insurance and/or annuities
- Ability to influence and collaborate with or lead across the organization and at all levels to drive results.
- Demonstrated analytical and problem-solving skills.
- Proven organizational skills, including managing multiple tasks simultaneously.
- Ability to think strategically, while being able to implement tactical plans.
- Proficient skill level in Microsoft Office data analytic tool sets.
Preferred Qualifications
- Proficient knowledge and familiarity with multiple Ameriprise products/platforms.
About Our Company
We're a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated base salary for this role is $91,600 - $123,700 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
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FPPS Wealth Management Solutions