Knowledge Analyst - S&O Knowledge Management

Posted Yesterday
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Minneapolis, MN, USA
In-Office
58K-80K Annually
Junior
Fintech • Payments • Financial Services
The Role
Support design, production, and delivery of internal training and onboarding. Create and maintain knowledge base and in-tool digital adoption content (Whatfix). Coordinate session logistics, assist facilitators, test and deploy updates, analyze content, and support change management and stakeholder relationships.
Summary Generated by Built In

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 year-end 2024. Our team of 22,000 people across 19 countries, serves 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.

Job Description

Support the design, production, and delivery of internal training, onboarding, and tool enablement experiences. Collaborate with facilitators and business partners to prepare materials, manage session logistics, and enhance learner engagement. Contribute to broader knowledge management tasks, including content creation, updates, and feedback.

Key Responsibilities

  • Learning Experience Production & Facilitation Support
    Coordinate and produce virtual and in-person learning sessions, including agendas, materials, and communications. Support facilitators during delivery to ensure sessions are organized, engaging, and meet learner needs. Manage logistics and post-session follow-up activities. Facilitate training sessions, as needed.
  • Digital Adoption & Guide Me (Whatfix) support
    Create, maintain, and improve digital in-tool support (e.g., walkthroughs, tooltips, smart tips, beacons). Partner with SMEs, technology, and business teams to ensure accuracy and support process or tool changes. Test, deploy, and validate release updates with business partners.
  • Content Development & Updates
    Create and maintain knowledge base content using company and team guidelines to improve readability and consistency. Support and process content feedback in a timely manner to ensure content accuracy. Optimize content for usability and search effectiveness.  
  • Project & Relationship Support
    Support internal business initiatives through content analysis; consult with business leaders to align solutions with needs.
  • Influence & Change Management
    Build consensus across teams; stay aligned with Risk Operations business/change controls.
  • Flexibility
    Adapt to evolving priorities and perform other duties as assigned.

Required Qualifications

  • Education: High school degree or equivalent.
  • Experience: 1-3+ years relevant experience.
  • *Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.
  • Demonstration of strong plain language written communication skills and an understanding of process improvement and content design best practices.
  • Excellent interpersonal and verbal skills to effectively gather information and communicate recommendations to different levels of the organization.
  • Strong ability to organize and synthesize information from multiple sources into clear, consumable content.
  • Ability to build working relationships across the enterprise and influence process improvements.
  • Demonstrated enthusiasm for learning and developing creative solutions.
  • **May require FINRA registration depending on group supported.

Preferred Qualifications

  • Comfortable presenting to both small and large audiences (virtually or in-person).
  • Familiarity with digital interactive guidance tools (e.g., Whatfix) or similar digital adoption platforms.
  • Background in writing, project management, or process improvement.

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

Base Pay Salary

The estimated base salary for this role is $58,300 - $80,100/ 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.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Business Support & Operations

Line of Business  

SERVD Service Delivery

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Skills Required

  • High school degree or equivalent (post-secondary may be substituted)
  • 1-3+ years relevant experience
  • Strong plain language written communication skills and content design best practices
  • Understanding of process improvement
  • Excellent interpersonal and verbal communication skills
  • Ability to organize and synthesize information from multiple sources into clear content
  • Ability to build working relationships across the enterprise and influence process improvements
  • Demonstrated enthusiasm for learning and developing creative solutions
  • May require FINRA registration depending on group supported
  • Must have valid work authorization without need for visa sponsorship
  • Comfortable presenting to small and large audiences (virtual or in-person)
  • Familiarity with digital interactive guidance tools (e.g., Whatfix) or similar platforms
  • Background in writing, project management, or process improvement
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The Company
HQ: Seguin, TX
40 Employees

What We Do

RBFCU Wealth Management, The Garner Davis Group is a financial advisory practice of Ameriprise Financial Services, LLC. With a combined 39 years of experience, our team uses a financial planning process designed to help high net worth individuals, families and business leaders help manage their finances and assets. AREAS OF FOCUS • Family Finances • Retirement Planning Strategies • Wealth Preservation Strategies • Investment Management • Retirement Plan Distribution • Social Security Retirement Benefits • Small Business • Business Retirement Plans • Tax Planning Strategies CONNECT WITH US Phone: 979-417-0563 | 512-873-2527 OFFICE LOCATIONS 8300 N MOPAC EXPY, Suite 100, Austin, TX 78759 107 THIS WAY, Suite A, Lake Jackson, TX 77566 1 IKEA-RBFCU PKWY, Live Oak, TX 78233-2792 Please visit http://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media

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