Lead new tech builds, projects and rollouts with financial intuitions and Ameriprise Financial Institutions Group (AFIG), managing these end-to-end. Collect and document requirements, business processes and recommendations. Liaise and coordinate with financial institution clients and corporate teams, including tech.

Identify and recommend changes to tools, systems, reports, policies, procedures and business models. Develop solutions and ideas for AFIG and client problems and items.

Provide routine to complex reporting and data analysis, which may involve creating reports from initiation to completion. Make process improvements and adjustments to existing reporting models. Analyze data, results and trends to make recommendations that best meet business objectives.

Key Responsibilities

Tech Builds & Projects

Act as AFIG lead business analyst for new tech builds, projects and rollouts with financial institutions managing the end-to-end project/build from AFIG’s perspective as a project manager
Discuss overall need based on the initiative and understand if design and build meet the business and client needs
Consider tech limitation blockers and what additional requirements may needed
Formulate requirements for the build for tech teams to follow for the build, including estimates and commitments
Liaise between the financial institution and the various corporate departments and IT during the end-to-end process
Engage communication group on rollout communications
Track any additional opportunities related to future work for the channel not currently funded

Data & Financials

AFIG data and business reporting subject matter expert
Partner with leaders on any content for AFIG on overall channel performance or metrics, regional performance and KPIs and other ad-hoc requests
Meet engagement needs with industry consultants on annual results, including providing high level metrics and top director nominations
Prepping results for national call or slide creation of channel performance or FI success stories
Pro forma support for business development when needed on various prospects

Other

Support AFIG regional field and business development teams based on overall needs ranging from resources that support the topic or providing the details on the overall ask, which can vary widely based on need

Required Qualifications

Strong relationship and communication skills in working with colleagues and influencing customers on recommendations and analysis.
In-depth knowledge of business operations and processes with ability to articulate these processes to others
Strong analytical, quantitative, and problem-solving skills and ability to use statistical analysis and modeling, with associated technology applications.
Bachelors degree or equivalent
5+ years of experience
Knowledge wealth management business
Knowledge of Salesforce

Preferred Qualifications

Knowledge of bank and credit union wealth management

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 $81,700-$110,300/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

AFIG Ameriprise Financial Institutions Group

Ameriprise Financial

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