Jobs at Ameriprise Financial Services, LLC

Executes daily trading for discretionary managed accounts, including mutual funds, ETFs, separate models, and auto-rebalance strategies. Performs trade origination, validation, exception processing, and reject handling. Supports business partners with model maintenance, client requests, trade inquiries, and escalated research. Maintains relationships with internal trading teams, external money managers, and vendors while contributing to system, tool, and process improvements.

Prepare and review VAT/GST returns, reconciliations, and tax workpapers for UK, EMEA and APAC. Coordinate with consultants and stakeholders, post tax journal entries in Workday, support AP invoice queries, monitor legislative changes, assist projects and audits, and drive process improvement and team training.

Provide technology and platform support to US-based financial advisors. Resolve tool and workflow issues, explain technical concepts clearly, support advisor processes, complete regional cold calls, learn new systems, and deliver timely, empathetic solutions while maintaining professionalism, regulatory compliance, and service quality.

Partner with Client Managers and cross-functional teams to define and improve end-to-end client journeys, identify pain points, prioritize initiatives, support implementation, and measure outcomes using data, MI and technology. Produce executive-ready materials, maintain journey artefacts and governance, and embed client-centric standards and Consumer Duty principles.

Conduct IT and technology audits, SOX/MAR/FDICIA compliance activities, and risk assessments. Evaluate risk management, governance, and control effectiveness; identify deficiencies, assess exposure, recommend improvements, coordinate with control groups, communicate challenges, and present audit objectives and results to management.

Lead full-stack development and modernization of cloud-based investment platforms supporting portfolio management and trading. Design secure APIs, user interfaces, AWS infrastructure, and CI/CD pipelines; oversee production operations, testing, releases, documentation, and code reviews. Partner with business teams, vendors, and global stakeholders to define solutions, troubleshoot issues, and improve reliability. Provide technical leadership, mentorship, governance, security assessments, and root-cause analysis across development teams and investment technology systems.

Lead strategy and lifecycle management for checking, savings, and CD products. Own roadmap, pricing, financial modeling, forecasting, and performance reporting. Drive acquisition and engagement with data-driven analytics (SQL), partner across finance, risk, compliance, technology, and marketing, ensure regulatory and operational compliance, and hire, mentor, and develop product teams to optimize balances, profitability, and customer experience.

Lead ownership and stewardship of Adobe Experience Platform to enable Real-Time CDP, AJO, and CJA use cases. Define XDM schemas, identity and profile policies, monitor dataflow and quality, manage license consumption, and partner with Technology, Marketing, and Analytics to deliver scalable, governed customer data products and roadmaps.

Support EMEA Distribution by transforming and governing client data, delivering analytics and AI/automation initiatives, generating commercial insights, forecasting, and engaging stakeholders to prioritise and implement high-impact data solutions.

Supports EMEA Distribution through advanced analytics, reporting, dashboard development, automation, forecasting, and business diagnostics. Partners with stakeholders to transform complex data into actionable commercial insights, improve client engagement, enhance productivity, and support strategic and operational decisions. The role requires strong Python, SQL, and BI platform skills, clear communication, analytical rigor, and effective problem-solving.

Leads enterprise Power BI and Microsoft Fabric development, administration, optimization, governance, and production support. Develops reports, semantic models, dataflows, and paginated reports; manages workspaces, gateways, security, refreshes, capacities, and deployments. Troubleshoots complex platform and performance issues, supports Fabric workloads, establishes governance and operating standards, manages incidents, and coordinates with technical and vendor teams. Provides technical guidance, documentation, architecture recommendations, and stakeholder communications.

Administer and govern SharePoint Online environments, manage permissions and content lifecycle, develop Power Apps, Power Automate, and SPFx solutions, and automate operations with PowerShell. Perform SharePoint migrations, troubleshoot Microsoft 365 issues, support users, gather stakeholder requirements, maintain governance documentation, and collaborate with security and compliance teams to improve and modernize the platform.

Analyze business performance, identify trends, conduct variance and root-cause analysis, and provide insights for strategic decisions. Build, maintain, and improve forecasting, planning, and financial decision-support models. Review forecasts, cost-benefit analyses, and business decisions with management while serving as a subject matter expert for key data sources and supporting critical business requests.

Performs general ledger accounting for life insurance and annuity products, including journal entries, account analysis, balance sheet reconciliations, financial reporting support, and variance resolution. Maintains ledger controls, investigates unusual balances, collaborates with Finance and Client Service teams, and contributes subject matter expertise to business projects. Drives process improvements, automation, standardization, and stronger internal controls while analyzing large datasets.

Lead North America marketing operations to streamline data, processes, governance and automation. Manage cross-functional teams, optimize marketing tools and platforms, deliver executive reporting, define roadmaps, oversee training and change management, and drive scalable content production and operational efficiencies in partnership with marketing, data, technology, product, and compliance stakeholders.

Actuarial Interns support actuaries on projects involving product development, actuarial valuation, finance, and risk management. Responsibilities may include improving processes with Python, SQL, and Power BI; building actuarial model validation tools; and analyzing trends related to regulatory or product changes. Interns also complete and present an independent business project to senior leaders.

Leads a team of Quality Analysts, overseeing audits, quality metrics, calibrations, escalations, coaching, and performance management. Analyzes findings to identify operational risks and process improvements, partners with Operations and Training stakeholders, supports corrective actions and onboarding, and presents dashboards and business reviews to leadership. Drives continuous improvement through data analysis, standardization, process simplification, and automation.

Leads regional business development for Ameriprise’s financial institution channel, expanding partnerships with community banks and credit unions. Develops territory growth strategies, manages complex sales cycles, builds executive relationships, and drives prospecting, proposals, negotiations, contracting, forecasting, and onboarding. Collaborates with internal teams and represents the company at industry events. Requires regular travel throughout the assigned territory and expertise in financial services, consultative selling, relationship management, and executive presentations.

Supports quarterly and ad hoc insurance risk reporting, actuarial model maintenance, validation, documentation, and results communication. Assists with model change impact evaluations involving market sensitivities, Statutory and GAAP accounting, and actuarial techniques. Participates in defined actuarial projects, performs logical validation of model inputs and outputs, and supports business controls and model governance requirements.

Leads advanced analytics and AI initiatives supporting service and operations strategy. Designs, deploys, monitors, and improves machine learning, forecasting, predictive modeling, GenAI, and recommendation-engine solutions. Partners with stakeholders to frame complex problems, communicate insights, and drive measurable business outcomes. Ensures responsible AI governance, mentors peers, and advances scalable data science practices across the organization.