This position provides an opportunity to work within the office of the Executive Vice President, Wealth Management Solutions (WMS), reporting to the VP of Strategic Relationship Management and WMS Operating Office. Typical responsibilities include business planning, goal setting, financial management, document creation, department communications and overall oversight of the office to proactively drive the business unit and Advice & Wealth Management agenda.

Responsibilities:

• Serve as a central point of contact for internal stakeholders, exercising strong interpersonal skills and serving as a steward for WMS across the organization

• Accountable for general business management activities including annual business unit planning, budget/expense management and monitoring of progress against operational, financial, and strategic objectives and goals

• Prioritize, coordinate, and facilitate communication between executives and among the various departments

• Draft and edit correspondence, presentations, and other documents on behalf of executives

• Take ownership to ensure strong materials and agendas for a variety of meetings such as regular business line reviews, Leadership Team meetings, Town Halls, Huddles, staff meetings, etc. Ensure logistical arrangements are in place such as audio/visual/conference room requirements

• Attend meetings, take notes, and distribute relevant documentation as needed

• Proactively monitor future business unit engagements and needs for the EVP office to ensure timely preparation, etc

• Develop fluency in the group’s key strategic priorities

• Periodically lead large-scale initiatives or other ad hoc requests to completion

• Drive clarity across functional groups in a complex and ambiguous environment

Required Qualifications:

• 7 years professional work experience in a related field

• Bachelor’s degree in relevant field

• Above average knowledge of wealth management, investment products and advisory programs

• Excellent relationship and interpersonal skills, along with the demonstrated ability to work cross-organizationally with groups such as the WMS leadership team, across the business lines and across all corporate functions/partners (Finance, Human Resources, General Counsel’s Office, Corporate Communications, Marketing, etc.)

• Strong process and project management skills, including the ability to independently disaggregate problems into defined work plans to meet deadlines

• Demonstrate self-motivation, with the ability to work independently and with high attention to quality and accuracy

• Possess superior Microsoft PowerPoint and Excel skills with proven ability to translate concept into an executive ready document

• Strong analytical, judgment and problem-solving skills to analyze data and develop compelling solutions and/or recommendations

• Demonstrated ability to work under pressure with undefined processes, tight deadlines, and frequently changing priorities

• Ability to learn quickly and understand complex business concepts

• Ability to anticipate needs and use independent judgment given limited availability of leader

• Ability to exercise discretion and confidentiality when accessing and handling sensitive information

About Our Company

We’re a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing 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 Services, 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.

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.

About the Company:
Ameriprise

About Ameriprise Financial

Ameriprise Financial combines a team-based atmosphere with an entrepreneurial spirit. We are an organization that emphasizes learning and growth, rewards you for your achievements and fosters a healthy work/life balance.

From our Minneapolis headquarters throughout our offices nationwide, you'll find we live our values every day — client focused, integrity always, excellence in all we do and respect for individuals and communities. We embrace diversity in our ideas, management, employee groups and clients.

Our Investment in You

We provide employees and branch advisors with competitive compensation and rewards. Our comprehensive benefits support your health and help you balance your career and personal life. Ameriprise invests in you through compensation, retirement savings, health benefits, wellness programs, work/life balance programs, veteran benefits, etc.

Your Career at Ameriprise

When you join our corporate team, you receive competitive compensation and incentives, opportunities to share in the company's success plus comprehensive benefits. Our employees also enjoy business resource networks, transportation assistance, community service opportunities, and an on-site cafeteria.

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Learn More About Joining Ameriprise

Thrive in a Respectful, Supportive Environment

We have a diverse, values-based culture that embraces individual differences and encourages you to perform at your peak. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.

Learn More About Diversity and Inclusion at Ameriprise

Build a Career that Matters to You

At Ameriprise Financial, we believe that learning is a lifelong endeavor. No matter where you are in your career path, we encourage all employees to take advantage of our professional development programs, offered in a variety of ways. Learn on your own, collaborate with a peer or work with an experienced colleague. Whatever your learning style, Ameriprise gives you the opportunity to reach your potential.

Being an Ameriprise Advisor

Join a strong, ethical company that offers you what you need to build a rewarding career as a financial advisor: Culture & Commitment, Dedication & Support, and Opportunity & Rewards. Ameriprise is committed to helping you achieve the vision you have for your practice. With training in financial planning and the backing of a strong, stable FORTUNE 500® company, you’ll discover unparalleled culture, support, and opportunities to build a successful practice. That’s the Ameriprise Difference.

Learn More About Ameriprise Advisor Support

Opportunities for Students

Join an inclusive team to gain career-building skills and network in a supportive, high-energy, team-based atmosphere. Learn through real-world work and collaboration with leaders on projects that produce results through our Internship Program or gain valuable professional experience and build leadership skills through our full-time Leadership Development Program. You’ll also engage in team-building/social events, volunteer activities, executive leadership seminars, and networking opportunities.

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Company Size:
10,000 employees or more

Industry:
Financial Services

Founded:
1894

Website:
https://www.ameriprise.com/careers