Ameriprise Financial Services, LLC

Solutions Engineer

• Lead fixed income manager research, selection, and ongoing due diligence across high yield, investment grade credit, structured products, and emerging markets debt
• Conduct detailed due diligence discussions with senior professionals at current and prospective investment firms
• Deliver evidence-based manager recommendations, including hire, retain, and terminate decisions
• Present investment ideas and portfolio reviews to institutional clients across global markets
• Partner with clients and consultants to develop investment guidelines and research parameters
• Support portfolio construction through analysis of duration positioning, yield curve exposure, sector allocation, and risk factors
• Develop and enhance quantitative screening, reporting, and analytical tools
• Prepare decision-ready materials for governance bodies
• Monitor multi-manager portfolios and external investment managers for changes in performance, people, process, and organization
• Assess market trends across interest rates, credit cycles, liquidity, and competitive dynamics
• Represent Columbia Threadneedle Investments with institutional clients, consultants, and investment firms

Director – Manager Research, Multi-Manager Solutions, Fixed Income

Operations

• Serve independently as Brokerage Outgoing Wire Processor and Approver
• Communicate directly with advisors and clients to research and resolve inquiries and issues over the phone
• Educate advisors on company systems, processes, and policies
• Respond to client and field-member inquiries with prompt, accurate information for wire transaction and service requests
• Process, reconcile, and/or balance assigned products accurately, timely, and compliantly
• Work with internal and external business partners to research and resolve issues and provide seamless service
• Identify process improvements and partner with resources to implement solutions
• Use computer applications to provide operational processing information and take appropriate action
• Participate in team or department projects as assigned
• Ensure transactions follow industry rules, regulations, and internal compliance procedures

Senior Operations Professional

Business Analyst

• Serve as a key liaison between business and IT organizations
• Provide technical solutions that meet user needs and improve business performance
• Assist with analysis of business requirements, problem-solving, and troubleshooting as part of a larger project team
• Capture and document clear and concise requirements
• Participate in testing and issue resolution
• Support the implementation validation process
• Facilitate development of procedural documentation and user manuals
• Build trust and credibility with premier advisor practices and key business partners
• Take end-to-end ownership of needs and issues and proactively drive solutions through resolution
• Champion initiatives to increase advisor productivity and adoption of Ameriprise technology
• Develop operational playbooks and documentation and provide subject matter expertise for technology implementations
• Analyze technology trends, recurring support issues, and practice needs to identify challenges and improvement opportunities
• Translate insights into actionable recommendations and scalable solutions
• Provide end-to-end oversight of critical technology incidents
• Coordinate support teams to drive service restoration targets
• Collaborate with technology teams on corrective actions and workarounds
• Establish action plans for recurring issues, including escalation and hand-off to other teams
• Ensure compliance with incident management processes, procedures, and regulatory requirements

Business Systems Analyst – Technology

Financial Planning and Analysis

• Develop, perform, and progress as an independent advisor
• Participate in mentorship, observation, feedback, and hands-on development with the practice owner and team
• Complete required study, licensing, registration, and development milestones
• Build proficiency in financial planning concepts, client discovery, meeting preparation, recommendations, follow-through, and practice operations
• Prepare for client meetings and gather, organize, and accurately enter client information
• Help create financial planning deliverables and follow-up items
• Communicate professionally and empathetically, resolve service needs, and coordinate client requests
• Document interactions and maintain complete, accurate records
• Support analysis of client goals, priorities, time horizons, and risk considerations
• Assist with case preparation, planning scenarios, illustrations, and suitable recommendations under supervision
• Help clients understand next steps and track progress
• Monitor follow-ups and support periodic client reviews
• Develop professional relationships and cultivate a network of prospective clients and centers of influence
• Support and potentially lead referral strategies, educational events, seminars, community outreach, and client appreciation activities
• Follow up with prospective clients and convert interest into planning conversations
• Develop and execute growth initiatives aligned with practice strategy
• Manage time, priorities, and business-development activity independently
• Coordinate with the practice on client commitments, regulatory obligations, and shared growth goals
• Identify opportunities to improve client service, workflows, quality, efficiency, and growth
• Protect client trust and practice reputation through discretion, ethical conduct, and consistent follow-through

Associate Financial Advisor

• Provide leadership to team members accountable for processing, service, and administration of multiple or complex Operations processes
• Provide coaching, development, and support to ensure timely and accurate execution of daily functions
• Ensure compliance with regulatory requirements
• Drive implementation of process improvements and ensure processes and procedures are documented
• Lead or participate in projects as a subject matter expert
• Provide work direction and support on processes, procedures, and escalated issues
• Develop methods to measure and report department performance
• Allocate resources and manage workload to meet accuracy, transactional processing, quality, compliance, and regulatory standards
• Identify and resolve business issues to improve efficiency and operational effectiveness
• Provide oversight of policies and procedures
• Work with internal and external business partners to identify and minimize risk
• Provide coaching, feedback, and performance management
• Set department initiatives and individual performance goals

Operations Manager

General

• Initiate day-to-day trading and operations for all discretionary managed account products
• Perform daily trading of Active Portfolio Mutual Fund and/or ETF portfolios traded on-team
• Execute the complex Drift trading process for internally-traded Select Separate Models Only and ETF strategies
• Perform auto-rebalance trading and validation for the SPS Advantage product
• Handle trade origination, pre- and post-trade validation, and reject and exception processing
• Support business partners with trading and model maintenance
• Process client requests and answer trade-related questions
• Research escalated items
• Build and maintain support relationships with internal WMS and Capital Markets Trading business partners, external money managers, and vendors
• Collaborate with third-party money managers regarding model trading and client requests
• Continuously develop on-team systems, tools, and process knowledge

Advisory Trading Specialist

• Independently process high-volume outgoing money movement transactions
• Process transactions accurately, efficiently, within established service levels, and in compliance with operational and regulatory requirements
• Utilize multiple systems and applications to process transactions, track activity, and take appropriate action
• Deliver high-quality customer service through consistent performance, timely communication, and issue resolution
• Meet productivity, quality, accuracy, and performance goals
• Identify process improvement opportunities and collaborate with business partners to implement solutions
• Support departmental projects, continuous improvement initiatives, and operational excellence efforts
• Research, investigate, and resolve transaction-related inquiries with internal teams and business partners

• Independently process, reconcile, and/or balance the assigned product according to department policy and procedures
• Ensure comprehensive and seamless operations for transaction requests with minimal direction
• Work with internal and external business partners to research and resolve issues accurately and timely
• Ensure transaction processing follows industry rules, regulations, and internal compliance procedures
• Troubleshoot and provide seamless service
• Identify process improvements and partner with appropriate resources to implement solutions
• Utilize various computer applications to provide operational processing information and take appropriate action
• Participate in team or department projects as assigned

• Independently process, reconcile and/or balance the assigned product according to department policy and procedures
• Ensure comprehensive and seamless operations for all transaction requests with minimal direction
• Research and resolve issues with internal and external business partners accurately and timely
• Ensure transaction processing follows industry rules, regulations, and internal compliance procedures
• Troubleshoot and provide seamless service
• Identify process improvements and partner with appropriate resources to implement solutions
• Utilize various computer applications to provide operational processing information and take appropriate action
• Participate in team or department projects as assigned

Data Analyst

• Partner with EMEA Distribution to deliver data-led insights that improve client engagement and business performance
• Design and maintain scalable dashboards and reporting solutions for strategic and operational decisions
• Identify and implement automation opportunities to improve productivity, data accuracy, and turnaround time
• Support trend analysis, forecasting, and business diagnostics aligned to business priorities
• Collaborate with business stakeholders to understand requirements, prioritize initiatives, and deliver high-impact solutions
• Transform data into actionable insights that enhance commercial decision-making and client engagement

Senior Data Analyst

• Create routine reporting by driving variance analysis and providing business context
• Assist in developing commentary around business results
• Perform independent analysis using multiple data sources to derive root cause and track benefits of past decisions
• Develop, improve, and run forecasting/planning models and perform variance analysis
• Develop models to forecast the future implications of business decisions
• Perform postmortem analysis of the impact of past business decisions
• Review forecasts and analyses with management
• Review Cost Benefit Analyses and identify issues to resolve prior to approval
• Serve as a subject matter expert for key data sources
• Ensure timely access to accurate information and support critical business requests

Senior Financial Analyst

Product Manager

• Lead product strategy, roadmap development, and lifecycle management for cash products and related solutions
• Drive development and implementation of new products, enhancements, pricing strategies, service models, and operational improvements
• Maintain accountability for product line growth, profitability, adoption, competitiveness, and operational effectiveness
• Serve as business owner for large-scale strategic initiatives and cross-functional programs
• Partner with advisors, clients, and senior stakeholders to identify needs, opportunities, and market trends
• Lead vendor relationships, contract negotiations, service level management, and issue resolution activities
• Oversee regulatory, compliance, disclosure, policy, and governance requirements related to the product portfolio
• Develop and coach team members while fostering accountability, collaboration, and continuous improvement
• Work in the office at least four days per week, with flexibility to work from home one day per week

Senior Director, Product Management, Cash Products

Business Development Rep

• Develop and execute territory growth strategies to expand the financial institution channel
• Acquire new bank and credit union partners and achieve business growth objectives
• Build and deepen executive-level relationships with bank and credit union leadership
• Position Ameriprise as a trusted strategic partner for wealth management, investment, and program solutions
• Lead the full business development lifecycle, including prospecting, pipeline management, needs assessment, proposal development, presentations, negotiations, contract execution, forecasting, and customer relationship management
• Partner with operations, marketing, compliance, program management, and leadership teams to onboard and implement new financial institution partnerships
• Represent Ameriprise at industry conferences, banking associations, networking events, and client engagements
• Monitor competitive trends and market opportunities
• Travel throughout the assigned territory to cultivate relationships, support business development activities, and drive sustained growth

Regional Director of Business Development – Financial Institutions

Actuary

• Support quarterly and ad-hoc Insurance Risk reporting and analysis, including preparation, validation, and communication of results and insights to key stakeholders
• Modify, maintain, operate, and document actuarial models based in spreadsheets or other analytical software
• Prepare related reports summarizing and communicating Insurance Risk model results
• Assist in evaluating impacts of model change requests
• Develop expertise in market sensitivities, Statutory and GAAP accounting, and actuarial modeling techniques
• Participate in actuarial projects within a well-defined scope and responsibility
• Perform analysis on specific actuarial topics
• Describe actuarial concepts to other business areas
• Test results of project implementations
• Communicate status and impediments to completing tasks
• Support operation and validation of business controls and model governance requirements
• Perform basic logical validation on inputs and outputs
• Collect evidence to validate process effectiveness

Actuarial Analyst

Product Marketing

• Support the design, build and optimisation of automated engagement journeys across email, webinars and events
• Support lead generation and product-led growth through timely, relevant and data-driven campaigns
• Deliver consistent, high-quality outbound activity aligned with GTME priorities and engagement needs
• Enable audience data use across marketing automation through segmentation, targeting, personalisation and relevance
• Work across Salesforce Marketing Cloud, Salesforce CRM and associated platforms to ensure effective data flows into sales processes
• Identify and resolve data gaps, inefficiencies and quality issues with stakeholders
• Review EMEA engagement journeys and internal processes to identify inefficiencies and improvement opportunities
• Implement enhancements to channel journeys, automation logic and operational workflows
• Develop scalable and repeatable solutions balancing short-term delivery with long-term capability building
• Partner with GTME, Sales, Marketing, Technology and Data teams to align automation activity with business outcomes
• Translate business requirements into effective automation and data solutions
• Contribute to marketing automation evolution, including advanced automation and emerging AI use cases
• Support processes that increase the speed and efficiency of client engagement and the sales process
• Help build a foundation for smarter, predictive and insight-led engagement

Director – Manager Research, Multi-Manager Solutions, Fixed Income

Senior Operations Professional

Business Systems Analyst – Technology

Associate Financial Advisor

Operations Manager

Advisory Trading Specialist

Senior Operations Professional

Senior Operations Professional

Senior Operations Professional

Senior Data Analyst

Senior Financial Analyst

Senior Director, Product Management, Cash Products

Regional Director of Business Development – Financial Institutions

Actuarial Analyst

Senior GTM Enablement Analyst