Ameriprise Financial has a great opportunity for a Business Program Coordinator, Finance to join the team! This role will perform day to day operations necessary to support resolution of outstanding financial advisor note balances, focusing on financial analysis, identifying risks, recommending solutions, and acting quicky to achieve expected outcomes. Coordinate with multiple internal and external business partners routinely to resolve issues and drive results. Operate with flexibility and thought leadership to evolve with a changing environment, including shaping new and existing processes to meet current needs.

Key Responsibilities

• Actively manage risk through operational support of the team by leading procedures for newly terminated advisors. Leverage relationships with Field Leaders and internal/external business partners to obtain and share information that is critical in supporting recovery of outstanding internal debt.  

• Review requests from active financial advisors to reassign client groups to ensure compliance with published policies and procedures. Identify necessary escalations and partner with appropriate decision makers

• Deliver on ad hoc information requests in a timely manner to support business partners and leadership.   Delivery may consist of personally compiling information or delegating to others and includes escalation when appropriate. Develop subject matter expertise for multiple reporting and technology platforms used to respond to requests.

• Preparation and tracking of recurring monthly, quarterly, and annual program deliverables that are essential to ensure program success. Collaborate with program leaders and business partners to share results and communicate program impacts.

• Continuously assess business needs to identify opportunities for enhancements to established or changing work processes; prepare overview of proposed changes and present to appropriate leaders to gain support. Upon alignment, work across various teams to implement planned changes in a manner that ensures effective program execution.

• Identify and recommend a resolution to items identified by reviewing internal reporting by working with offshore partners and evaluating requirements

• Contribute to developing, coaching, and guiding other team members. Includes occasionally educating business partners on established processes to ensure effective collaboration.

Required Qualifications

• Bachelor’s degree or equivalent with major in finance, or equivalent experience.

• 1-3 years of relevant experience

• Strong organizational skills with the ability to shift priorities/responsibilities to meet business needs

• Self-starter with the motivation to learn new skills

• Strong written communication skills; ability to tailor communications based on audience (including corporate and field) in a way that clearly and concisely conveys intended message.

• Proven ability to build and maintain strong relationships with key business partners to drive initiatives.

• Ability to work independently and with strong initiative, while also effective at working and collaborating in a team environment.

• Ability to strategically evaluate potential outcomes based on known and unknown factors

• Strong analytical skills

• Excellent communication, interpersonal skills, and ability to network

• Strong Microsoft Office knowledge.

Preferred Qualifications

• Financial Services industry experience

About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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.

Full timeNon-ExemptBusiness Support & OperationsFIN Finance