Key Responsibilities
Engage collaboratively with senior business leaders and analysts across client, marketing, and advisor domains to provide enterprise‑level analytical thought leadership. Identify and interpret business needs, define high‑level requirements, strategy, scope, and technical risks, and align analytics and AI capabilities to top business priorities.
Set and lead the enterprise analytics and insights strategy, ensuring alignment to growth, engagement, and productivity objectives. Partner with business leaders to embed insights, advanced analytics, and AI‑enabled decisioning into workflows, drive adoption, and deliver measurable business impact.
Develop, document, and communicate business‑driven analytic solutions, translating advanced modeling, segmentation, predictive analytics, and advisor and client intelligence into clear, actionable insights that influence decision‑making and execution.
Identify, develop, and implement complex analytical solutions leveraging predictive modeling, advanced machine learning techniques, optimization, simulation, experimentation, and personalization. Oversee marketing measurement and optimization, including attribution, targeting, omni‑channel performance analytics, and continuous testing to improve outcomes.
Build, lead, and scale a high‑performing analytics organization. Strengthening leadership depth, establish effective operating rhythms, and foster a culture of curiosity, innovation, accountability, and continuous learning. Provide coaching, performance management, hiring, development, and goal setting to align team execution with enterprise strategy.
Champion the advancement of enterprise AI and data science capabilities by promoting responsible AI/ML use, staying current with industry best practices, and enabling knowledge sharing. Partner with data and technology teams on data readiness, governance, and scalable automation to support modern decisioning and analytics at scale.
Oversee and manage data and dataset creation, including data extraction, feature engineering, data quality controls, and validation processes. Monitor the execution and performance of analytical solutions from criteria definition through delivery and results capture.
Embed and sustain analytic programs and tools, ensuring continued accuracy, relevance, and effectiveness. Track process improvements, business outcomes, and value realization once solutions are deployed.
Ensure adherence to enterprise and industry data, model, and AI governance standards. Partner with governance leaders to manage risk, compliance, and ethical use of analytics and AI capabilities across the organization.
Required Qualifications
Master’s degree or equivalent
10+ years of experience
Previous people leadership experience.
Proven ability to present/communicate complex, technical materials in a way that facilitates decision making and drives outcomes; ability to communicate to less technical partners.
Knowledge of advanced statistical concepts and techniques, e.g. skilled in linear algebra.
Experience conducting hands-on analytics projects using advanced statistical methods such as generalized regression models, Bayesian methods, random forest, gradient boosting, neural networks, machine learning, clustering, or similar methodologies.
Experience with statistical programming (Python, SQL etc.) & data visualization software in a data-rich environment.
Demonstrated experience in driving business partnerships in a complex, matrixed organization.
Proven ability to apply both strategic and analytic techniques to provide business solutions and recommendations.
Demonstrated ability to work and influence effectively in a collaborative team environment.
Preferred Qualifications
PhD in Finance, Statistics, Computer Science, Actuarial Science, Economics, Engineering, or similar
Experience with Cloud Computing Environments (including container creation, management & deployment)
5+ years in people leadership role.
Experience and knowledge of Ameriprise field structure and hierarchy
Advisor, client, and industry knowledge; licensing, structure, firm types and major competitors
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
Job Family Group
Line of Business
Top Skills
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
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