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Salary
$67k – $100k per year
Location
In office (Minneapolis)
Seniority
Middle · 2+ years exp
Employment
Full-Time
Overview
Company
Impact
Profile match
Ameriprise Financial is an American diversified financial services company headquartered in Minneapolis, Minnesota, providing financial planning and advice, wealth and asset management, insurance and annuities through its advisor network. Founded in 1894 as Investors Syndicate and spun off from American Express in 2005, it reported more than $1.5 trillion in assets under management, administration and advisement at the end of 2024 and operates through Ameriprise Financial, Columbia Threadneedle Investments and RiverSource. It hires financial advisors, ServiceNow and cloud architects in the US and India, and risk, audit and actuarial staff.

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

This role will be a critical asset for the WMS Analytics team, a global team of analysts and developers supporting WMS and Supervision operations. The role will focus on delivering data, reporting, and automations for the WMS and Supervision business units. Primary tools will be PowerBI, Salesforce/CRM, Excel, new AI capabilities and various development tools. The role will work closely with partners to develop end-to-end solutions for reporting and processes, and provide BAU and ad hoc reporting critical to the business goals.

Key Responsibilities

  • Deliver BAU reporting to multiple business lines, while establishing expertise in data and business knowledge
  • Drive efficiencies for analytics and processes through automation using endorsed tools and technology
  • Strong collaboration with business users to ensure requirements are understood and met
  • Identify opportunities for efficiencies and enhancements in current and future data deliverables
  • Leverage data to enhance reporting on activity; connect data points across multiple systems to provide meaningful insights with guidance from leaders.

Required Qualifications

  • Strong analytical, quantitative, and problem-solving skills and ability to develop reporting using available technology applications
  • Strong relationship and communication skills in working with colleagues and providing recommendations and insights based on available data and industry knowledge
  • Bachelors degree or equivalent
  • 2+ years of experience in a data and reporting environment, or exposure through education in data, computer science, etc.
  • Willingness to learn new tools supporting AI transformations and other development of end-to-end processes to support business needs
  • Microsoft Office applications (Word, Excel, PowerPoint)

Preferred Qualifications

  • Experience on a data delivery team
  • Experience in financial industry
  • Tool proficiency in Salesforce/CRM, PowerBI and SQL

Base Pay Salary

The base salary is $66,700-100,000 and maybe 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

FPPS Wealth Management Solutions

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.

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