Jobs at Ameriprise Financial Services, LLC

Design, develop and execute test plans (functional and non-functional), write test cases and automation scripts, track defects and metrics, validate fixes, coach teams on QA best practices, and ensure compliance within Financial Services projects.

Support a large-cap U.S. equity portfolio team by performing financial modeling, risk management, stock selection, and company/industry research. Incorporate macro and thematic analysis into bottom-up research, engage with company executives, collaborate with senior portfolio managers and analysts, and contribute investment insights to the portfolio construction and decision-making process.

Perform actuarial tasks under supervision by modifying, maintaining, operating and documenting actuarial models. Run data analysis and predictive analytics to evaluate assumptions, prepare reports, support scoped projects, communicate results and impediments, and validate business controls and model inputs/outputs.

Coach and engage financial advisors across a region to drive client acquisition, net flows, and practice management. Deliver cohort and one-to-one coaching, curate and present learning labs, analyze data to target outreach, and partner with field leaders to influence advisor behavior and performance. Travel regionally for events and training as an SME.

Lead franchise talent strategy for Southern California: recruit novice and experienced advisors, support advisor development and onboarding, drive annual business planning and territory growth, partner with field leaders and franchisees, design onboarding for acquired practices, and provide strategic resources and support to accelerate production and engagement.

Lead compliance operations for North America advisor onboarding, licensing, exam requests and new account setup. Manage a 10-12 person team, ensure regulatory and policy adherence, monitor quality and SLAs, drive process controls, audits readiness, risk remediation, and automation initiatives. Act as SME and escalation point while partnering with risk, audit, and senior leadership.

Lead solution design and architecture for asset management analytics, delivering modern data platforms (lakehouse, pipelines, data products). Act as primary business-technology liaison, drive AI-led transformation, ensure data governance and quality, and guide cross-functional teams to implement performance analytics, attribution, and automation.

Monitor and analyze endpoint vulnerabilities from Tenable/Nessus, develop and test PowerShell remediation scripts, coordinate remediation via ServiceNow and cross-functional teams, track progress in Excel, and produce status reports to ensure timely vulnerability resolution.

Conduct independent investment and manager research for equity mutual funds, SMAs, and ETFs using qualitative and quantitative analysis. Prepare concise written reports and present findings to stakeholders. Manage external manager relationships, lead strategic projects, support product development, marketing, wholesaling, and issue resolution. Maintain U.S. Growth Equity category and perform ongoing due diligence.

Support and coordinate marketing project deliverables across 60+ channels. Lead timeline meetings in Workfront, proofread and apply brand/compliance standards, manage content approvals and publishing, coach Specialists, and analyze content effectiveness.

Operate and support enterprise AI/ML platforms (Dataiku, SageMaker), enable AWS AI/ML services, build CI/CD and IaC for ML workloads, automate operations, implement monitoring, governance, and security, and collaborate with data scientists and cloud teams to productionize scalable AI/ML solutions.

Assist financial advisors by preparing financial plans, conducting investment research, managing client meetings, and handling administrative tasks while ensuring compliance and high service standards.

The Project Manager will lead medium to large scale projects, managing all aspects including cost, schedule, scope, and quality, while ensuring communication and risk management throughout the project lifecycle.

Partner with investment teams to source, validate, model, and report investment data. Build and maintain quantitative models, dashboards, and automated reporting; support performance attribution, risk metrics, backtesting and scenario analysis. Improve processes via automation, cloud and emerging analytics (AI/ML), and collaborate with IT and global stakeholders to ensure data quality and delivery for investment oversight and multi-manager solutions.

Lead recruitment, onboarding, and development of novice and experienced advisors and franchise staff across a territory. Drive sourcing, interviewing, advisor business planning, onboarding plans, advisor engagement, and practice growth while partnering with field leadership and franchise consultants. Provide project management and support for operational and recruiting initiatives.

Lead investment performance reporting initiatives: research, define/document requirements, provide analytics and reporting support, maintain reporting infrastructure, ensure data quality and controls, manage performance verification and compliance, and collaborate with business units and vendors to improve performance reporting for the Advisory Platform.

The analyst collaborates with investment teams to deliver data solutions, improve data quality, build analytical tools, generate reports, and drive process improvements within investment consultancy and oversight.

Partner with EMEA Distribution to deliver data-driven commercial insights, build and maintain dashboards and automated reports, perform advanced analytics (trend analysis, forecasting), and collaborate with stakeholders to prioritize and deliver high-impact solutions.

Manage client-driven activities and processes, ensuring excellent service. Handle onboarding, resolve queries, coordinate projects, and improve processes.

Provide operational, analytical, and administrative support to equity portfolio managers: monitor portfolio cash and holdings, enter equity trade orders, produce daily/monthly/quarterly reporting, ensure compliance with client guidelines and regulations, act as liaison with Compliance/Operations/Technology, troubleshoot operational and technological issues, and support platform implementations.