Ameriprise Financial, Inc.

Job Description VIRTUAL INTERVIEWS AVAILABLE Description: Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. The associate financial advisor will assist financial advisor in working with clients to help them achieve their financial goals. As an associate financial advisor, you will be instrumental in creating and delivering a unique client experience that defines and differentiates the practice .This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. Responsibilities Client Relationship Support Manage, gather and analyze client data Help prepare financial plans and other client deliverables Work with clients to resolve issues and other practice management tasks as needed Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts Financial Planning & Advice/Product Solutions Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings Prepare charts, graphs, tables and other visual aids to be used in implementation meetings with clients Product Solutions Run illustrations and hypotheticals Develop appropriate product deliverables Execute appropriate trades to align with proposed portfolio Monitor economy, markets, and world events to determine any required strategic rebalancing Conduct transactions on behalf of clients Client Care Maintain files and records in accordance with the records retention policy Write notes or letters to clients on personal letterhead of administrative nature only and handle client appreciation Review and respond to emails as necessary Key Traits of a Successful Associate Financial Advisor: High level of interpersonal skills Initiative in business development Entrepreneurial perspective and desire to grow the business Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial Ability to support and provide guidance for compliance within the advisor's practice Direct attention to detail and organization Effective communication with clients and other advisors/staff Effective and efficient time management Polite and clear phone manner Ability to multi-task Positive attitude and sincere willingness to constantly learn and grow Required Qualifications College degree or higher 2+ years of similar experience Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including: Series 7, Series 66, and State life, accident and health insurance licenses

Job Description Focus primarily on analyzing cost-benefit analysis to support new advisor hiring. Conduct business performance analysis, incorporate trend analysis, to assess business implications. Design reporting and analysis to aid in furthering business intelligence for senior finance and business management. Create complex financial models for use in business decision support. Responsibilities Review CBAs (Cost Benefit Analysis) and identify issues to be resolved prior to approval of offers for new advisors looking to join firm. Create routine reporting by driving variance analysis - focus on providing business context. Assist in developing commentary around business results. Perform independent analysis using multiple data sources to derive root cause and track benefits of past. Develop, enhance and run forecasting/planning/CBA models and perform variance analysis. Independently develop simple to complex models to forecast the future implication of business decisions. Independently perform postmortem analysis of impact of past business decisions. Coherently review forecasts and analyses with management. May provide coaching and tactical training to trainees/interns Required Qualifications Bachelors degree (or equivalent) in a financial or quantitative field 5-7 years of experience Previous experience in financial or analytical role. Consistently demonstrates the ability to complete financial modeling tasks and financial analysis using spreadsheets and/or other tools. Experience applying accounting and financial concepts to interpret and solve business problems. Able to create outputs that support decisions. Effective communication skills, with ability to verbally present findings to management. Ability to complete advanced financial modeling tasks and financial analysis using spreadsheets and/or other tools. Must have strong interpersonal and business skills to support CBA and new advisor offer processes. Preferred Qualifications May have MBA or other advanced degree/certification. Experience in building relationships that influence and establish credibility across an organization - to business partners, senior finance/business leadership, other finance areas, etc.

Job Description Provide financial support on complex issues for a business group, including business performance analysis, forecasting, and decision support. Provide direct support to senior management business partners. Be responsible for a product line or major function, while being knowledgeable about data sources that team uses and the appropriate use of those data sources. Develop well documented processes, maintains tools, produce quality analysis to support business needs, and make key decisions. Responsibilities Be responsible for all reporting/diagnostic activity for a line or function. Be accountable to senior-level business partners for analysis and communication of metric and financial information. Serve as the primary contact for senior-level review of results and identifying issues and next steps. Proactively engage and collaborate with business partners to drive high-quality, timely decision making, and the delivery of results. Primary focus for this role will be on annual financial and metric planning. Be responsible for providing quality work supporting decisions. Be responsible for providing indirect leadership of finance staff to advance decision support materials for senior management. Coordinate initiatives with peers and management not under direct management. Be able to provide the VP of FP&A with regular and ad hoc strategic thought leadership on change management projects and team development and leadership initiatives. Required Qualifications Bachelors degree (or equivalent) in a financial or quantitative field. 7-10 years experience in financial role. Possesses advanced finance, accounting, and analytical skills, along with the ability effectively coach others in the development of these skills. Strong process leadership skills. A very high level of leadership up/down/ and across to business partners. Preferred Qualifications MBA or other advanced degree/certification.

Job Description At Columbia Threadneedle Investments, we are stewards of our client's capital and active engagement is an integral part of our approach. We are looking to add a research analyst to our Responsible Investment team focused on stewardship research, engagement, and proxy voting to help drive this effort forward. The successful candidate should have proven research, analytical and problem-solving capability relevant to fundamental investment analysis. This role will report into the Head of Proxy and handle the coordination of the prioritization, escalation and tracking of stewardship (engagement / voting) activities with portfolio companies. This will be done in collaboration with the equity analysts, fixed income analysts and portfolio managers. The focus of this role varies across all areas of stewardship, primarily: Focus on environmental, social & governance, operational excellence, capital allocation policies, managerial incentives Consultative research driven approach with management teams contributes to investment insights Exercise use of proxy voting rights We appreciate that work-life balance is an important factor when considering your next career. If you are not located close to a physical office, remote work is considered for qualified candidates. Responsibilities Responsibilities: Work with and support the Head of Proxy Voting in the formulation, development and delivery of the global proxy voting strategy and approach. Participate in the research, coordination, and application of the exercise of stewardship rights on behalf of clients Research and review third-party and internal investment and proxy research in context of determining proper proxy votes under the CTI Corporate Governance and Proxy Voting Principles. Interpret and apply the firm's custom proxy voting policy to a range of proxy proposals. Liaise and collaborate with fundamental analysts and portfolio managers around the world to execute proxy voting rights cast in clients' best long-term economic interests. Initiate and undertake proxy-related engagement with senior leaders at portfolio companies. Collaborate with the global fundamental research team, global portfolio managers across asset classes to educate and prioritize implementation of the effective use of voting rights exercised by the firm. Coordinate and maintain the firm's proxy principles and voting policy. o Work with colleagues to educate and prioritize implementation of the effective use of voting rights exercised by the firm. Required Qualifications Key Capabilities, highly desirable skills and knowledge 3+ years prior experience in the securities industry; investment experience as a research analyst or in an analyst support role. Familiarity with ESG concepts from the investor perspective Experience with proxy voting and issuer engagement, ESG or sustainability Possess a high degree of intellectual curiosity A focus on output and goal attainment Team player, able to work in a multi-disciplinary, global environment Able to commit to Columbia Threadneedle's corporate values. Preferred Qualifications Desired Capabilities Able to communicate investment ideas clearly and engage with corporate leaders on controversial issues Experience working with ISS Proxy Exchange, Excel, Word, Access, PowerPoint, Bloomberg and Aladdin. Familiarity with the relevant compliance and regulatory practice CFA, Accounting or legal qualification or equivalent ESG-related credentials from SASB, PRI or CFA Institute. Familiarity with R / Python would be an advantage The role may involve occasional global travel

Job Description The Ameriprise Wealth Management Solutions business unit seeks a Senior Manager, Business Analyst with hands-on data analysis experience. The ideal candidate will be able to: influence business decision-making by providing financial or statistical analyses that lead to solutions for business issues, making recommendations for action as appropriate; lead highly complex projects from design through implementation and monitoring; act as a liaison between business leaders, staff, utility functions and at times, external parties, to ensure information exchange and accomplish business objectives. Responsibilities * Analyze highly complex business issues by incorporating company and industry knowledge, mathematical and technological expertise, and sound analytical processes. Provide statistical analysis, modeling, and other quantitative techniques are often used to answer business questions, identify issues and/or recommend courses of action in the course of analysis. * Provide and reviews reports of quantitative and qualitative data produced both internally and externally to the company. Ensure accuracy and appropriate report design. Responsible for resolution to reporting issues as they arise and driving process improvements. Reports may be of a complex nature or may be requested or run on an ad-hoc basis as part of a larger project or special business concern. * Manage multiple relationships across the organization, including senior level leaders, and at times with external parties and clients. Answer questions within business analyst area of expertise. Act as liaison among business leaders, staff and utility functions to gather information and share best practices, and to ensure initiatives are executed appropriately. Manage project partners across multiple business lines. *Act as a subject matter expert for business area. Present results of analysis and/or recommendations to business managers, utility partners, and at time external parties. Communicate action plans and priorities to appropriate partners. * Perform special projects as required. Required Qualifications * Bachelor's degree. * 7-10 years of relevant experience. * Strong analytical, quantitative and problem-solving skills and ability to use statistical analysis and modeling, with associated technology applications. * Strong relationship & communication skills in working with colleagues, as well as influencing customers on recommendations. * In-depth knowledge of business operations and processes with ability to articulate these processes to others. * Ability to influence across the organization and to senior leaders/management. Preferred Qualifications * Experience in the financial services industry is preferred. * Experience with Power BI, Tableau or other data visualization/graphical presentation software.

Job Description Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. Assist financial advisor(s) and associate financial advisor(s) in managing and organizing office work flow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client seminar. Responsibilities Responsibilities : Responsibilities and Time Allocation - Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor. Position Functions: Business Management Work with home office to ensure accurate account setup and resolve issues Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts Maintain files and records in accordance with the records retention policy Perform other allowable duties as assigned by the financial advisor(s) and associate financial advisor(s) Provide insight and recommendations to effectively use key tools (MOD, Go Social, Advisor website, etc.) that help lead to results in practice Client Care Set up and maintain client management system Call clients or prospects to set up meetings or appointments Write notes or letters to clients on personal letterhead of administrative nature only and handle client appreciation Attend and participate in client meetings if necessary Conduct transaction requests as directed by financial advisor(s) and associate financial advisor(s) Coordinate client appreciation events and seminars Answer unsolicited calls from prospects to schedule appointments or refer to advisor Key Traits of a Successful Client Service Associate/Manager Direct attention to detail and organization Effective communication with clients and other advisors/staff Effective and efficient time management Polite and clear phone manner Ability to multi-task Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial Ability to support and provide guidance for compliance within the advisor's practice Positive attitude and sincere willingness to constantly learn and grow Required Qualifications Education and Other Designations: College degree or higher 2+ years of similar experience Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses

Job Description At Ameriprise Financial, we're not just in the business of managing our clients' finances - we also help our advisors and employees reach their true potential, too. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial. We are seeking a highly motivated individual to join an experienced and growing Private Wealth Advisory practice. Our work environment is fast-paced, varied, and we have a passion for doing great work and providing exceptional client service. Work as an employee of an independent advisor franchisee and become part of a team helping hundreds of local clients invest for what's important to them. The associate financial advisor will assist financial advisors in working with clients to help them achieve their financial goals. This role will initially start with client relationship support for our existing client base with the opportunity to grow into a financial advisor position. The employing franchise owner will lead you as you hone your skills and eventually learn how to conduct client meetings and provide advice. As an associate financial advisor, you will be instrumental in creating and delivering an exceptional client experience that defines and differentiates the practice. Read more about Ameriprise and our practice at Responsibilities Primary Duties & Responsibilities: Prepare for client appointments. Gather information necessary to review the client's investments, insurances, and overall financial picture. Highlight items for discussion, research potential opportunities, strategize ways to help the client better reach their goals, and monitor account activity for any action needed during the advisor-client meeting. Financial Planning. Oversee the financial planning process including data gathering, providing preliminary planning recommendations and reviewing deliverables. Develop portfolio recommendations that will fit the client's risk tolerance and time frame. Assist existing clients with account servicing requests such as transactions, money movement, RMDs, beneficiary updates, etc. Guide and follow up with clients tracking everything to completion. Answer incoming client requests and questions (as appropriately licensed). Research solutions using available resources, interact with corporate office employees to answer questions regarding their accounts and problem solve any account issues. Contact clients routinely to check in and provide service on an ongoing basis. See if they have any questions or needs on their accounts, learn to identify new sales or service opportunities. Learn how to utilize financial products and services to meet client needs. Provide support to the team as necessary for miscellaneous business and administrative requests. Key Traits and Personal Qualities: Client service focused with strong communication skills Friendly, positive attitude Polite and clear phone manner Extremely detail oriented and accurate Resourceful, self-starter with investigative mindset High standards of business and professional ethics Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial and FINRA Required Qualifications Position Requirements: Must have a 4 year college degree 3+ years similar experience in financial services or financial planning Fingerprinting and background check required Already have FINRA Series 7, Series 66, NY Life, Accident & Health Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also, in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to help us get to know you.

Job Description Drive High Value Client Acquisition, Financial Planning and advisor GDC growth by supporting the direct leadership of the ABDG Regional Sales Managers (RSMs) and Sr Regional Sales Managers. We appreciate that work-life balance is an important factor when considering your next career. If you are not located close to a physical office, remote work is considered for qualified candidates. Responsibilities • Provide daily leadership to ABDG regional sales teams supporting both the AAG and AFG platforms - coordinate and facilitate team meetings, 1:1's, call coaching, manage PTO and compliance. Maintain an environment and culture that motivates employees to work towards their full potential. • Develop the support and sales strategy for the ABDG regional sales teams; balance the many needs placed on the team such as high quality, efficient in-bound phone support, effective outbound consulting, live training and effective, affluent client case support specifically. Develop marketing plans for all positions within the team. • Provide thought leadership / project management, to key HVCA, advisor growth and financial planning strategy initiatives to meet the needs of our advisors , and provide a competitive advantage in a increasingly competitive market place. This requires cross functional and cross organizational responsibilities including leadership of external vendors. • Ensure a high quality advisor experience that produces revenue through delivery of efficient strategies, processes, and tool usage to facilitate the growth of on-going HVCA and financial planning at Ameriprise. Drive advisor productivity through high quality advisor experience and efficient call center operations management. This includes partnering across the organization to align the support model. • Partner with Senior executives to align on strategies to drive financial planning growth and HVCA and influence policy making. • Develop and manage field leader and internal business partner relationships to create, refine and implement programs and initiatives. • Present at conferences other events as a subject matter expert. • Partner with recruiting directors / field leadership to present financial planning capabilities, marketing programs and overall growth coaching to advisors in all stages of recruitment. Required Qualifications • Bachelor's degree or equivalent • 10+ years of relevant experience. • Series 7, Series 24, Series 66, and Series 63/65; or ability to obtain within 90 days. • Demonstrated ability to manage in a matrixed environment and build effective partnerships. • Ability to manage through moderate amounts of ambiguity and multiple competing priorities. • Strong understanding of the AMP broker dealer's structure, tools, and programs. • Proven ability to develop future leaders. • Mastery of whole message model, situational leadership and strong public speaking skills. • Demonstrated mastery of the FP process and expertise in financial planning. • Strong attention to detail • Previous experience working collaboratively with a wide variety of partners. Preferred Qualifications • Masters degree or equivalent • CFP or other related professional designation • Financial advisor experience, including working with clients 1:1. • Regional Sales Director experience coaching advisors face to face. • Field Leadership experience. • Ability to manage large number of field leaders cross platform.

Job Description This position reports directly to the Senior Vice President, Corporate Finance and Ameriprise Corporate Controller and will be responsible for leading and directing the Financial Accounting and Reporting functions of the firm, including all Business Unit controllership functions, enterprise-wide technical accounting, regulatory reporting and SEC advisory/reporting. The role will also be heavily involved in managing the relationships with external auditors and will provide direct support for interactions with the Ameriprise Audit Committee and Board of Directors. Responsibilities - Provides leadership and strategic direction for the Financial Accounting and Reporting function, overseeing all accounting records and systems for internal controls, preparing financial reports for management and shareholders, supporting strategic and special projects, and evaluation/interpretation of actual results in conjunction with BU finance teams. - Directs the execution of accounting policies and develops operational strategies regarding technical accounting, regulatory reporting and controls over accuracy and context of financial records. - Advises and educates senior management within finance and across the business on complex transactions, new accounting standards, and impacts of regulatory rules to financial statements. - Partners with internal/external auditors and regulators to ensure effective controls over financial reporting and regulatory requirements. Plays a lead role in managing the Ameriprise relationship with external auditors. - Leads and directs Business Unit Controllers that support the Company's segment Lead Financial Officers and Business Unit Heads. Includes support for all aspects of transaction analysis; accounting policy and standards interpretation/requirements, change management, controls over financial reporting, and business development support. - Manages compliance and reporting requirements with various regulators, including the SEC, FINRA, Office of Controller Currency, and insurance regulators. Required Qualifications - 15+ years of relevant accounting experience that spans across reporting, technical accounting and business unit support. - Demonstrated history of serving as a proactive advisor to finance, business groups, and senior leadership on accounting and reporting impacts of proposed transactions, accounting standards, and business development support. - Solid foundation of GAAP knowledge that can be quickly applied across Ameriprise's diverse business set. - Strong communicator with history of synthesizing/communicating complex issues and building strong relationships with external auditors, and internal senior management. - Continuous improvement mindset with a demonstrated history of implementing business process changes and driving innovation. - Executional focus, with a proven history of driving organizational change and leading the completion of complex projects across an organization. Includes that ability to effectively motivate and lead a large team of finance professionals in an environment of dynamic change. - Capability to provide strategic and tactical thought leadership around complex accounting issues, including the ability to effectively frame complex concepts/situations to make them broadly understandable and actionable. - Big 4 audit firm experience and/or meaningful accounting leadership experience in a fast- paced public company. - Bachelor's degree and Certified Public Accountant (active or inactive). - Strong financial services background across the Insurance & Annuities, Banking and/or Broker Dealer industries is a plus but not explicitly required.

Job Description Exists to help drive profitable growth for assigned advisors in a small geography or within a large office by leading, coaching and developing advisors; creating a compelling business plan emphasizing GDC growth, Client Acquisition and Financial Planing; ensuring increased advisor retention, tenure and productivity; driving revenue and asset growth; optimizing resources for the advisors in consideration of local demographics, advisor abilities and prudent use of corporate resources. Responsibilities • Develop book of business and drive personal practice growth. Generate leads for personal practice. Approach prospects, asking for referrals, approaching natural market, making community connections. Facilitate effective sales meetings, holding workplace/corporate seminars. Lead clients through Financial Planning processes and tools. Service the client: present solutions by analyzing client cases, reviewing service products, business transactions. • Lead and coach assigned advisors in a small geography or within a large office to increase asset gathering and productivity. Identify teaming opportunities for assigned advisors and where appropriate facilitate partnerships. Assist in the development and training of advisors abilities on core skills of: driving high value client acquisition including referral, implementing a financial planning practice, driving sales implementation with clients. • Ensure assigned advisors have consistent systems/tools/support to effectively manage their business within the Ameriprise business model. Implement and manage PMP and PIP for advisors as necessary. Partner with their Branch Manager to drive growth and results for assigned advisors. Focus on strategies to drive advisor retention. • When necessary provide operational support for the office / assigned advisors. Leverage corporate resources (RSDs, RSMs) to increase advisor competency at delivering the client experience through client acquisition, financial planning, ongoing relationship management and product implementation. Ensure advisors adhere to the firm's policies and procedures and conduct business in ethical manner. • Active in local community through building COIs, growing personal network, etc. Build centers of influence through FPA, community involvement, industry seminars, etc. Work with leader to target recruits including but not limited to EAR, and advisor practice acquisitions. Understand and clearly articulate Ameriprise value proposition to external candidates. • Weekly to bi-weekly 1:1s with advisors in branch. Biweekly results review with Branch Manager or Complex Director (key metrics, high potential advisors, etc.) Required Qualifications • Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training. • Active FINRA Series 7 • Active State Securities Agent Registration (S63 or 66) • Active Life, Accident/Health, and Variable Contracts insurance licenses • Maintain Investment Advisor Representative registration in investment advisor representative states with a place of business (Series 65 or 66) • 3+ years of people management and 4+ years of professional experience. Excellent compliance record and knowledge of compliance requirements. Preferred Qualifications • 3-5 years of leadership experience with influencing skills, outstanding relationship management. • 3-5 years of demonstrated sales success with proven ability to acquire clients and close business. • Experience coaching and motivating others. • Strategic focus with ability to translate vision into tactical.

Job Description Thinking about the next career move that will leverage your leadership skills? At Ameriprise Financial, we understand the importance of ongoing professional development to help you reach your full potential. If you're ready to lead a high-performing team and expand your leadership skills to help drive profitable growth, apply to join our Jacksonville, FL branch as an Associate Branch Manager today! In this role, you will help drive profitable growth for assigned advisors in a small geography by leading, coaching and developing advisors; creating a compelling business plan emphasizing GDC growth, Client Acquisition and Financial Planning; ensuring increased advisor retention, tenure and productivity; driving revenue and asset growth; optimizing resources for the advisors in consideration of local demographics, advisor abilities and prudent use of corporate resources. Responsibilities • Develop book of business and drive personal practice growth. Generate leads for personal practice. Approach prospects, asking for referrals, approaching natural market, making community connections. Facilitate effective sales meetings, holding workplace/corporate seminars. Lead clients through Financial Planning processes and tools. Service the client: present solutions by analyzing client cases, reviewing service products, business transactions. • Lead and coach assigned advisors in a small geography or within a large office to increase asset gathering and productivity. Identify teaming opportunities for assigned advisors and where appropriate facilitate partnerships. Assist in the development and training of advisors abilities on core skills of: driving high value client acquisition including referral, implementing a financial planning practice, driving sales implementation with clients. • Ensure assigned advisors have consistent systems/tools/support to effectively manage their business within the Ameriprise business model. Implement and manage PMP and PIP for advisors as necessary. Partner with their Branch Manager to drive growth and results for assigned advisors. Focus on strategies to drive advisor retention. • When necessary provide operational support for the office / assigned advisors. Leverage corporate resources (RSDs, RSMs) to increase advisor competency at delivering the client experience through client acquisition, financial planning, ongoing relationship management and product implementation. Ensure advisors adhere to the firm's policies and procedures and conduct business in ethical manner. • Active in local community through building COIs, growing personal network, etc. Build centers of influence through FPA, community involvement, industry seminars, etc. Work with leader to target recruits including but not limited to EAR, and advisor practice acquisitions. Understand and clearly articulate Ameriprise value proposition to external candidates. • Weekly to bi-weekly 1:1s with advisors in branch. Biweekly results review with Branch Manager or Complex Director (key metrics, high potential advisors, etc.) Required Qualifications • Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training. • Active FINRA Series 7. • Active State Securities Agent Registration (S63 or 66). • Active Life, Accident/Health, and Variable Contracts insurance licenses. • Maintain Investment Advisor Representative registration in investment advisor representative states with a place of business (Series 65 or 66). • 3+ years of people management and 4+ years of professional experience. Excellent compliance record and knowledge of compliance requirements. Preferred Qualifications • 3-5 years of leadership experience with influencing skills, outstanding relationship management. • 3-5 years of demonstrated sales success with proven ability to acquire clients and close business. • Experience coaching and motivating others. • Strategic focus with ability to translate vision into tactical.

Job Description Advice & Wealth Management (AWM) Business Development is the growth engine for Ameriprise Financial and approximately 10,000 branded financial advisors1 who help clients plan to achieve their dreams and financial goals, and a dedicated corporate staff focused on driving profitable growth in the employee and franchise advisor platforms. The Supervision department is part of the AWM organization. Managing risk and running a compliant organization in an increasingly complex regulatory environment is a core priority for Ameriprise and for all firms in the financial services industry. The Supervision department is comprised of the Centralized Supervision Unit (CSU) and the Front Office. The CSU completes day to day supervision of new accounts, annuities & insurance, securities trades, client communications, financial advice reviews and other work in support of the Ameriprise field force. The Front Office manages a variety of operational functions that include supervision technology support, supervisory procedure development and a host of other risk identification and resolution functions. Key to success of these teams is maintaining close and effective working relationships with field leaders, supervisors and advisors. The department also collaborates closely with colleagues in the General Counsel's Office (GCO), where the Compliance department, legal and regulatory affairs functions reside. As part of the Risk Leadership Development Program, you will have the opportunity to be part of an 18-month program with three 6-month rotations in three different areas within Supervision. You'll gain exposure to a broad range of business initiatives, along with developing direct experience in three of the following areas, each lasting six months: - Supervisory Technology Tools & Business Support - Supervision Support & Implementation - Risk Governance & Infrastructure - Risk Loss & Recoveries Trending & Heightened Supervision - Trade Corrections & Supervisory Design - Marketing & Communications Supervision. - Advice Supervision. - Insurance & Annuities Supervision. - Complex Products Supervision. - Trade & New Account Review Supervision. A strong understanding of Risk Mitigation, and a solid network of colleagues from across the company positions the program participants for success in roles such as business analyst, compliance analyst or corporate registered principal role following the program. Responsibilities Responsibilities will vary depending on assigned project(s) and may include: - Performing analysis, recommendations and then leading enhancements to existing processes and reports. - Participating on project teams responsible for implementing and executing new policies. - Creating, updating and managing review processes for new/existing communications. - Drafting and maintaining project plans and status reports. - Capturing and tracking project issues and assisting with resolution. Required Qualifications Current seniors pursuing a Bachelors Degree in Business Analytics, Finance, Communications, Marketing. Business, Economics, Auditing or a related field. - Excellent academic performance with at least a 3.0 GPA. - Commitment to complete the full 18-month leadership development program. - Demonstrated Leadership ability. - Previous Internship experience. Preferred Qualifications - Excellent verbal and written communication skills. - Ability to work effectively at all levels of the organization-with team members, managers, and senior leaders. - Demonstrated ability to pick up new concepts quickly. - Demonstrated influencing skills with the ability to drive results. - Excellent verbal and written communication skills. - Strong attention to detail. - Excellent organizational skills and the ability to manage multiple priorities. - Dynamic interpersonal and consultative skills. - Proficient with Microsoft Office software.

Job Description Advice & Wealth Management (AWM) Business Development and Operations is the growth engine for Ameriprise Financial and approximately 10,000 branded financial advisors1 who help clients plan to achieve their dreams and financial goals and a dedicated corporate staff focused on driving profitable growth in the employee and franchise advisor platforms. Specifically, the corporate staff focuses on areas of operations such as advisor recruiting and practice acquisitions, compensation, real estate, communications, training, project management, practice management, advisor business development and risk mitigation. The AWM Business Development and Operations internship program offers participating individuals a summer internship in one of the corporate staff areas with a variety of business management opportunities. Responsibilities As an intern in AWM Business Development and Operations, you'll develop a working knowledge of business management from idea inception to execution. You'll learn various reporting methods as well as how to make sound business decisions and execute deliverables in a deadline-oriented environment - all while enhancing your team building and communication skills. Responsibilities may vary depending on assigned project and could include: - Participating on project teams responsible for implementing new programs for advisors - Recommending and leading enhancements to existing processes - Creating, updating and managing review processes for new/existing communications - Drafting and maintaining project plans and status reports - Capturing and tracking project issues and assisting with resolution Past Intern Projects - Assist with practice acquisition analyses and due diligence reviews - Build and review content for internal website - Participate in the advisor recruiting process - Build and review advisor training materials - Build and own internal department newsletter Required Qualifications - Current juniors pursuing majors in human resources, management, communications, business management, finance, economics, analytics or a related field - Excellent academic performance with a minimum of a 3.0 GPA - Demonstrated leadership ability Preferred Qualifications - Excellent verbal and written communication skills - Strong attention to detail - Excellent organizational skills and the ability to manage multiple priorities - Dynamic interpersonal and consultative skills - Proficient with Microsoft Office software, including Microsoft Excel

Job Description An internship at the Ameriprise Advisor Center (AAC) allows students to experience varied aspects of Ameriprise while being a part of an organization focused on providing clients a Confident Retirement®. During the eleven weeks, interns focus on setting up client appointments for our financial advising teams, study to obtain FINRA licenses, shadow client meetings, hear from Ameriprise's Executive Leadership Team, participate in community involvement activities and create personalized development plans. Responsibilities • Develop and deepen relationships with current clients via the telephone • Schedule client appointments for our financial advising teams • Engage in on-going personal development through classes, trainings, and community activities • Study to obtain FINRA Series 7 licensing Benefits and program support • Ability to complete FINRA exams • Competitive wages • Professional and personal development • Coaching from leaders • Team setting allows support in training • Challenging and meaningful work • Exposure to senior leaders • Network with peers and co-workers • Community involvement • Positioning for the future with opportunity for full-time positions after graduation Required Qualifications • Junior status in a four-year undergraduate program; open to all students with an interest in personal finance, financial wellness or financial planning regardless of major Preferred Qualifications • Excellent interpersonal, listening and communication skills • Ability and attitude to thrive in a fast-paced, client focused environment • Ability to communicate clearly over the phone and face-to-face • Strong commitment to excellence with high levels of emotional intelligence and resilience • Superior skills in empathy and customer service • Demonstrated ability to display and maintain a highly professional demeanor consistent with Ameriprise values and brand

Job Description AGP Wealth Advisors is a private wealth advisory practice of Ameriprise Financial. AGP stands for Accumulate, Grow and Protect; which embodies our philosophy for managing our client's wealth. With offices throughout the Pacific Northwest, AGP has rapidly expanded since its inception in 2004, evidenced by having made the Barron's Top 100 list for ten consecutive years Responsibilities The Client Service Specialist plays a crucial role in providing best-in-class support to Advisors in order to deliver unparalleled service to clients. With overall responsibility in assisting the advisor, the Client Service Specialist will work effectively and efficiently to provide an exceptional degree of office support and business processing. Required Qualifications Required Qualifications: • Has Series 7, 63 and 65 licenses. • Has at least one year of experience in the financial services industry. • Has a bachelor's degree or equivalent experience. • Has excellent verbal and written communication skills. • Has excellent interpersonal skills. • Has excellent problem-solving skills. • Is extremely attentive to detail. • Has a genuine interest in serving and caring for other people. • Has excellent organizational, task, and time management skills. • Can self-teach when given appropriate resources. • Ability to fill multiple roles and be flexible. • Has a high degree of comfort with technology. Compensation: • Competitive base salary and bonus potential. • Vacation and Personal Leave. • Paid Holidays. • 401(k) with matching. • Health and Dental Insurance available.

Job Description The Client Service Associate (CSA) is an integral part of the employee advisor or branch support; responsible for utilizing the client relationship model & turnkey tools to assist the advisor in building efficiencies, growing of their practice & in servicing clients by gathering & analyzing client data, helping prepare financial plans, working with clients to process transactions & trades & other practice management tasks as needed. Provide general administrative/reception/operations support as needed in the branch. Responsibilities • Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. • Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, create the agenda and summary of meetings, escort clients to advisor and provide necessary follow-up. • Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers. • Prepare for and coordinate marketing events which includes creating marketing compliance documentation and managing event marketing reimbursement. • Provide general administrative duties such as answering the advisors phone, process expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts. Required Qualifications • Associate (2-year) degree or equivalent • 3-5 years Relevant Experience Required • Experience working in a client service environment. • Detail orientated, strong math, and analytical skills. Good organization and time management skills. • Able to manage multiple priorities and prioritizes effectively. Able to independently work with minimal supervision. • Able to communicate with all levels within the organization. Process oriented and can work with a team. • Strong computer and software skills. Preferred Qualifications Bachelors degree or equivalent

Job Description An internship at the Ameriprise Advisor Center (AAC) allows students to experience varied aspects of Ameriprise while being a part of an organization focused on providing clients a Confident Retirement®. During the eleven weeks, interns focus on setting up client appointments for our financial advising teams, study to obtain FINRA licenses, shadow client meetings, hear from Ameriprise's Executive Leadership Team, participate in community involvement activities and create personalized development plans. Responsibilities • Develop and deepen relationships with current clients via the telephone • Schedule client appointments for our financial advising teams • Engage in on-going personal development through classes, trainings, and community activities • Study to obtain FINRA Series 7 licensing Benefits and program support • Ability to complete FINRA exams • Competitive wages • Professional and personal development • Coaching from leaders • Team setting allows support in training • Challenging and meaningful work • Exposure to senior leaders • Network with peers and co-workers • Community involvement • Positioning for the future with opportunity for full-time positions after graduation Required Qualifications • Junior status in a four-year undergraduate program; open to all students with an interest in personal finance, financial wellness or financial planning regardless of major Preferred Qualifications • Excellent interpersonal, listening and communication skills • Ability and attitude to thrive in a fast-paced, client focused environment • Ability to communicate clearly over the phone and face-to-face • Strong commitment to excellence with high levels of emotional intelligence and resilience • Superior skills in empathy and customer service • Demonstrated ability to display and maintain a highly professional demeanor consistent with Ameriprise values and brand

Job Description The Columbia Threadneedle Investments 2020 Summer Graduate Intern Program is designed to provide students with first-hand investment management experience. The data science group leads projects in partnership with the portfolio management, research and trading teams. In addition to specific on-the-job learning, the program will also be supplemented with several networking opportunities and broad asset management overview sessions. Additionally, all interns will prepare a presentation based on their specific experience. Upon successful completion of the internship, full-time employment offers for the Columbia Threadneedle Investments Leadership Development Program may be extended. Responsibilities - Work in a global, collaborative environment on various application development and data engineering projects within the Data Science Team. Required Qualifications - Graduate student enrolled in a computer science, engineering, mathematics, sciences, or related program - Experience with programming languages such as Python and JavaScript - Demonstrated project work, through either academic or job experience - Ability to work and solve problems independently, and propose innovative solutions - Ability to communicate technical concepts clearly Preferred Qualifications - An interest in application development and data engineering - Familiarity with cloud computing and data storage, querying, and processing techniques

Job Description Help support National Sales Desk sales activities by using tools, such as Morningstar Advisor Workstation, Zephyr on Demand, and fi360. By working closely with Internal Sales team members, learn aspects of Columbia Threadneedle Investments operations and marketing. Gain an understanding of how Columbia Threadneedle products are promoted through the extensive sales network of Ameriprise Financial Advisors, banks, broker dealers, wire houses and independents. Responsibilities • Support National Sales Team by assisting with inputting literature orders and maintaining management software. • Assist team members with ad hoc projects which require strong communication and project coordination, sometimes across multiple business lines. • Learn and use sales tools and resources, including Morningstar Advisor Workstation, Zephyr on Demand, and fi360. Required Qualifications • Junior status at a 4 Year College or University • Career interest in the Asset Management field • Minimum 3.0 GPA Preferred Qualifications • Strong PC skills, including Excel • Problem solving and analytical skills • Organizational skills and ability to effectively prioritize multiple tasks • Effective communication skills

Job Description The Personal Advisors Group is comprised of approximately 10,000 branded financial advisors and a dedicated corporate staff focused on driving profitable growth in the employee and franchise advisor platforms. Key areas of focus for corporate staff include growth through experienced advisor recruiting, advisor business development, and serving clients through our Ameriprise Advisor Center. As part of the Sales Leadership Development Program, you will have the opportunity to work in three different areas within The Personal Advisors Group for six months at a time. You'll gain valuable experience supporting advisors who provide financial advice to millions of individual, business and institutional clients. A strong understanding of The Personal Advisor Group and a solid network of colleagues from across the company positions program participants for success in a sales focused role following the program. Responsibilities Responsibilities will vary with each rotation and may include: - Calling prospect advisors to set meetings with recruiters - Working with recruiters by supporting pipeline activities such as data gathering and meeting preparation - Answering advisor questions regarding tools and logistics - Creating financial plan deliverables - Running managed product illustrations - Scheduling appointments - Answering client calls and emails appropriate to level of licensing obtained Prepare for and successfully acquire Series 7, state securities and IAR registrations (Series 66) and Life and Health exams during 18 month rotation. Classes, support, and study time will be provided. These licenses are in preparation for future opportunities with The Personal Advisors Group. Required Qualifications Current seniors pursuing a 4-year undergraduate program majoring in business management, finance, communications, economics, business analytics, financial planning or a related field - Excellent academic performance with at least a 3.0 GPA. - Commitment to complete the full 18-month leadership development program. - Previous Internship experience Preferred Qualifications - Excellent verbal and written communication skills - Highly motivated self-starter, and strong desire to be in sales - Demonstrated leadership ability - Strong attention to detail - Excellent organizational skills and the ability to manage multiple priorities - Dynamic interpersonal and consultative skills - Proficient with Microsoft Office software, including excel