What are the responsibilities and job description for the Dir-Planning & Administration position at Ameriprise Financial Services, LLC?
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
Provide strategic business-focused support to an organizational leader in the following areas: business planning, operations planning, communications, and other key initiatives to proactively drive agenda for senior leader. Function as an extension of the leader and frequently represent the senior leader through meetings or personal interactions.
Key Responsibilities
Act as an extension of the SVP, Chief Operation Office of the Wealth Management Advisor Group organization (COO) to help operate the business, prioritize work, and ensure readiness for key meetings, decisions and communications.
Develop agendas and content for key meetings hosted by SVP and for the broader Wealth Management Advisor Group, as assigned. Create deliverable tracking and templates as applicable.
Represent the SVP, Chief Operation Office of the Wealth Management Advisor Group organization (COO) on key strategic and tactical initiatives (in absence of the leader). Monitor progress of operational and strategic objectives. May lead broad, cross-organizational initiatives for which the direct leader has been assigned accountability.
Work with partners to create consistency of IO process, business updates, annual business plans, etc. Help run business operations as assigned by COO. Initiate activities to maximize organizational effectiveness such as driving process improvements
Prepare select presentations, communications and talking points for the SVP as well as the president of the Wealth Management Advisor group, in partnership with leader, communication/PR partners, and executive assistant to the president. Ensure preparation and pre-work readiness for meetings and presentations is proactive, consistent, predictable, and well documented. Develop an ongoing update on actions/achievements for the Wealth management advisor group organization.
Partner with other areas including Finance, HR, Legal, Supervision/compliance, and/or Communications to ensure delivery of key tasks in support of the organization's effectiveness, including budget management, organizational goal metrics & tracking, improvement in employee satisfaction, risk management, and other key tasks.
Act as the BU [Risk expert / BUCL]
Partner with HR to oversee and implement business specific people strategies, including leader/employee engagement survey results, recognition, development, and other projects as assigned
Required Qualifications
Ability to work independently with undefined processes, tight deadlines and frequently changing priorities.
Strong communication skills to work all levels of the organization, represent the senior leader with both corporate and field leadership
Demonstrated strength in influencing at all levels and building effective relationships in order to work collaboratively across diverse units/staff functions.
Demonstrated ability to work under pressure with undefined processes, tight deadlines and frequently changing priorities.
Strong analytical and problem solving skills to analyze data/information and form conclusions.
Ability to handle confidential or sensitive information with discretion.
Bachelors degree or equivalent
Preferred Qualifications
7-10 years relevant experience required
Proven project management skills to maintain order and ensure deadlines are met.
Experience working with the field in a relevant capacity
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 $131,000-$180,100 / 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
AFG Ameriprise Franchise Group
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.
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
Provide strategic business-focused support to an organizational leader in the following areas: business planning, operations planning, communications, and other key initiatives to proactively drive agenda for senior leader. Function as an extension of the leader and frequently represent the senior leader through meetings or personal interactions.
Key Responsibilities
Act as an extension of the SVP, Chief Operation Office of the Wealth Management Advisor Group organization (COO) to help operate the business, prioritize work, and ensure readiness for key meetings, decisions and communications.
Develop agendas and content for key meetings hosted by SVP and for the broader Wealth Management Advisor Group, as assigned. Create deliverable tracking and templates as applicable.
Represent the SVP, Chief Operation Office of the Wealth Management Advisor Group organization (COO) on key strategic and tactical initiatives (in absence of the leader). Monitor progress of operational and strategic objectives. May lead broad, cross-organizational initiatives for which the direct leader has been assigned accountability.
Work with partners to create consistency of IO process, business updates, annual business plans, etc. Help run business operations as assigned by COO. Initiate activities to maximize organizational effectiveness such as driving process improvements
Prepare select presentations, communications and talking points for the SVP as well as the president of the Wealth Management Advisor group, in partnership with leader, communication/PR partners, and executive assistant to the president. Ensure preparation and pre-work readiness for meetings and presentations is proactive, consistent, predictable, and well documented. Develop an ongoing update on actions/achievements for the Wealth management advisor group organization.
Partner with other areas including Finance, HR, Legal, Supervision/compliance, and/or Communications to ensure delivery of key tasks in support of the organization's effectiveness, including budget management, organizational goal metrics & tracking, improvement in employee satisfaction, risk management, and other key tasks.
Act as the BU [Risk expert / BUCL]
Partner with HR to oversee and implement business specific people strategies, including leader/employee engagement survey results, recognition, development, and other projects as assigned
Required Qualifications
Ability to work independently with undefined processes, tight deadlines and frequently changing priorities.
Strong communication skills to work all levels of the organization, represent the senior leader with both corporate and field leadership
Demonstrated strength in influencing at all levels and building effective relationships in order to work collaboratively across diverse units/staff functions.
Demonstrated ability to work under pressure with undefined processes, tight deadlines and frequently changing priorities.
Strong analytical and problem solving skills to analyze data/information and form conclusions.
Ability to handle confidential or sensitive information with discretion.
Bachelors degree or equivalent
Preferred Qualifications
7-10 years relevant experience required
Proven project management skills to maintain order and ensure deadlines are met.
Experience working with the field in a relevant capacity
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 $131,000-$180,100 / 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
AFG Ameriprise Franchise Group
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.
Salary : $131,000 - $180,100