This position will analyze program data to support business decisions, identify process improvements and adjustments to existing program policies and analytical tools, and provide a variety of support to business partners, field leaders, and advisors. This position will gain broad exposure to advisor platforms, field leaders, and departments across the business.
Key Responsibilities
Provide financial analysis and decision support for program assessments and field/advisor exception cases, directly working with business partners, field leaders and advisors as necessary.
Ability to complete medium to advanced financial analysis using spreadsheets and/or other tools.
Draw conclusions from completed analysis, to facilitate action or decisions needed to drive the business forward.
Facilitate the development and/or improvements to procedures, templates and documents.
Assist with and prepare materials for advisor exception reviews via Compensation Governance and/or other formal decisioning paths requiring senior leadership review/approval consideration related to practice economic design strategies.
Provide a variety of support to business partners, field leaders and advisors.
Required Qualifications
3-5 years relevant experience.
Bachelors degree or equivalent (4-years)
Exceptional analytical abilities, including proficiency in Microsoft Office (Excel; PowerPoint; Word).
Ability to summarize large sets of data analysis, and to draw conclusions.
Ability to effectively manage multiple projects and assignments simultaneously.
Ability to work with different levels within the organization on sensitive and complex issues as necessary.
Strong communications skills (written and verbal).
Ability to work independently and in a team environment.
Preferred Qualifications
Finance degree and work experience.
Knowledge and/or experience with Ameriprise advisor platforms.
Experience in building relationships that establish credibility across an organization.
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 $62,900 - $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.
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