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Ameriprise Financial Services, LLCPosted 10/21/2026full-timeMinneapolis • Minnesota • United StatesSenior💰 $71,300 - $98,100 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in product support and financial services, particularly in employer-sponsored retirement plans. Proficient in relationship management, project management, and data analysis to drive process improvements and support operational initiatives.
Highest-signal resume keywords
Product Support ExperienceFinancial Services KnowledgeRetirement Plans ExpertiseProject Management SkillsRelationship Management Skills
About the role
Key responsibilities & impact- Conduct industry and competitor research and deliver insights and recommendations that enhance products, services, policies, procedures, and client outcomes
- Analyze trends, recurring issues, and operational data to identify process improvement opportunities and support informed decision-making
- Manage advisor and business partner inquiries, improve routing and response quality, and ensure consistent service delivery across Retirement Solutions
- Support product approval, compensation, and retirement plan client service activities while escalating matters requiring business, legal, compliance, or product management decisions
- Maintain and update marketing materials, analytical tools, research resources, and supporting documentation
- Own recurring workflow tracking and follow-through, prepare reporting on open issues and trends, and maintain business procedures and audit-ready documentation
- Coordinate audit data preparation, validation, and delivery for retirement plan sponsors and third-party administrators
- Partner with Sales, Operations, Compliance, Legal, Supervision, Marketing, recordkeepers, and external retirement partners to support product and operational initiatives
Requirements
What you’ll need- Two or more years of experience in product support, financial services, retirement plans, operations, project coordination, or a related field
- Bachelor’s degree or equivalent combination of education and relevant experience
- Knowledge of employer-sponsored retirement plans, including 401(k) and 403(b) products, is preferred
- Relationship management and project management skills with the ability to use data to identify trends and recommend solutions
- Experience supporting financial advisors, product managers, recordkeepers, customers, or cross-functional business partners
- Ability to work independently, manage competing priorities, maintain audit-ready documentation, and exercise sound judgment regarding issue escalation
- FINRA registrations or progress toward relevant industry credentials preferred
- Valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States
Benefits
Comp & perks- Vacation time
- Sick time
- 401(k)
- Health insurance
- Dental insurance
- Life insurance
- Flexibility to work from home one (1) day per week
- Variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisProcess ImprovementOperational Data AnalysisWorkflow TrackingAudit-Ready Documentation
Soft Skills
Independent WorkSound JudgmentCompeting Priorities Management
Tools & Technologies
Analytical ToolsResearch ResourcesMarketing Materials
Certifications & Qualifications
FINRA RegistrationsRelevant Industry Credentials
Industry Keywords
Employer-Sponsored Retirement Plans401(k) Products403(b) ProductsClient Service ActivitiesCross-Functional Collaboration