Planning & Administration Manager, Technology

Posted 2 Hours Ago
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Minneapolis, MN, USA
In-Office
93K-128K Annually
Senior level
Fintech • Payments • Financial Services
The Role
Supports a senior technology leader by coordinating department programs, budgets, reporting, communications, presentations, town halls, performance processes, and organizational initiatives. Develops materials for business reviews, manages timelines, coordinates events, supports process improvements and restructuring, and may coach other support staff. The role requires strong planning, analytical, communication, relationship-building, and discretion skills while working with changing priorities and confidential information.
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 effectiveness of a senior leader and their organization by providing leadership/coordination of staff agendas, budget management, business reporting,coordination of townhalls, communications and presentations along with other initiatives. Operate as an extension of the senior leader and often represent the leader through personal interactions with others.

Key Responsibilities

  • Plan, coordinate, and administer department programs and ensure delivery of key tasks to support organizational effectiveness. Responsibilities may often include budget management, organizational metrics, tracking and reporting, and improvement in employee satisfaction.  May coordinate year-end performance management/compensation process for leader.  Often partner with other functional areas to accomplish responsibilities.
  • Prepare presentations, communications and speeches for the senior leader, which generally involves presentations to employee, advisor, or management groups.  May also be accountable for developing draft materials for meetings such as Business Line Reviews (BLRs).
  • Assist with organizational initiatives such as process improvement projects, organizational restructuring, or other initiatives that provide assistance to the senior leader.  May be expected to oversee project work or arrange business events for the senior leader.
  • May be responsible for developing, coaching and guiding other support staff members. 

Required Qualifications

  • Education: Bachelors degree or equivalent (4-years)
  • Experience: 5-7 years of 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.
  • Ability to work under pressure with undefined processes, tight deadlines and frequently changing priorities. 
  • Ability to build effective relationships and work collaboratively across diverse units / staff functions. 
  • Strong communication/influencing skills to interact with all levels. 
  • Strong analytical and problem solving skills to analyze data/information and form conclusions. 
  • Effective planning and coordination skills; proven ability to create timelines and execute accordingly. 
  • Ability to handle confidential or sensitive information with discretion. 

Preferred Qualifications

  • Project management experience preferred. 

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).

 

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.


Base Pay Salary

The estimated base salary for this role is $93400- $128,400 per 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  

TECH Technology

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

  • Bachelor's degree or equivalent four-year education
  • 5-7 years of relevant experience
  • Ability to work under pressure with undefined processes, tight deadlines, and changing priorities
  • Ability to build effective relationships and collaborate across diverse units and staff functions
  • Strong communication and influencing skills across all organizational levels
  • Strong analytical and problem-solving skills
  • Effective planning and coordination skills, including creating and executing timelines
  • Ability to handle confidential or sensitive information with discretion
  • Project management experience
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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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