Key Responsibilities:
- Provide thought leadership and primary oversight for the Rep-As-Portfolio Manager trading platform. Accountable for leading research and analysis (quantitative and qualitative) utilizing data from multiple sources to provide recommendations for improving the platform capabilities, efficiencies, policies, and advisor training/education. Presentation of business materials for awareness and alignment for the strategic and tactical efforts.
- Cross-organizationally lead change through engagements with Product Managers, Advisors, Trading, Service & Operations, Technology, Marketing, Compliance, Legal and Risk that increases advisor practice efficiency, satisfaction and reduces firm risk. Effectively engage with vendors to lead enhancements including vendor design and implementation to solve a variety of complex system-related changes to meet our priorities.
- Strong engagement with advisors, vendors and internal technology to troubleshoot vendor issues to resolution. Ensure data accuracy within the platform. Provide trading platform demonstrations to existing and prospective advisors as needed.
- Responsible for goal setting, managing performance, hiring, coaching and developing staff to promote both individual and team success. Provide feedback to direct reports through effective performance management practices, ensure employees are developing skills to promote career growth and success
Required Qualifications:
- 7-10 years' relevant experience
- Bachelor's Degree
Preferred Qualifications:
- Advanced knowledge of Advisory programs and model delivery capabilities
- Knowledgeable of securities trading processes, tools or other relevant work
- Experience engaging 3rd party vendors to implement enhancements
- Proven experience leading collaborative cross-organizational efforts to driving results
- Strong analytical and problem-solving skills using data to identify trends and issues
- Proven history of working within a highly regulated environment
- Strong verbal, written and presentation skills with the ability to summarize complex concepts into concise senior leadership communications
- Strong experience working with Advisor practices and handling escalations effectively or relevant customer service experience
- Ability to think strategically, while being able to implement tactical plans
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 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of 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.
Base Pay Salary
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.
Full-Time/Part-Time
Exempt/Non-Exempt
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Ameriprise Financial Services, LLC Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Ameriprise Financial Services, LLC and has not been reviewed or approved by Ameriprise Financial Services, LLC.
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Retirement Support — Feedback suggests a 401(k) with company contributions and financial well‑being programs strengthens long‑term savings. Employee stock purchase access and planning subsidies further support retirement readiness.
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Strong & Reliable Incentives — Feedback suggests annual and long‑term performance incentives, alongside variable or commission components in advisor roles, can create meaningful upside for certain positions. Licensing support and bonus opportunities reinforce a performance‑linked pay mix.
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Flexible Benefits — Feedback suggests flexible work options, the ability to purchase extra vacation, and paid volunteer time provide adaptable benefits for different life needs. On‑site clinic and fitness resources at headquarters and wellbeing programs add convenient lifestyle support.
Ameriprise Financial Services, LLC Insights
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What We Do
Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals. We believe that with the right advisor, the right advice, and the right firm, life can be brilliant. Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states. Learn how you can build your career at Ameriprise Financial. *Ameriprise Financial Q2 2020 Statistical Supplement All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested. By clicking on a hyperlink, you may be directed to a non-Ameriprise website. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial. Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.
