Sr Business Analyst Managed Accounts

Posted:
2/13/2026, 12:36:11 AM

Location(s):
Charlotte, North Carolina, United States ⋅ North Carolina, United States ⋅ Minnesota, United States ⋅ Minneapolis, Minnesota, United States

Experience Level(s):
Senior

Field(s):
Business & Strategy

In this role, you will support business decision-making by providing support and subject matter expertise to large and small product initiatives supporting Managed Account Operations and Trade Correction processing. You will also provide project support from design through implementation and monitoring and be the liaison between the business, technology, and at times external parties to accomplish business objectives.

Key Responsibilities

  • Support day to day Managed Account Operations and Trade correction processing from identifying open issues, then driving forward solutions on team with either suggestion process changes, or implementing enhancement after gathering requirements, testing, documentation, and training

  • Act as liaison among business leaders, staff, and vendors to gather information and share best practices, and ensure initiatives are executed appropriately. Provide timely and accurate documents and communication to business owners.  



Required Qualifications

  • 3-5 years of relevant experience


Preferred Qualifications

  • Prior operations experience

  • Knowledge of Microsoft Office applications (Word, Excel, PowerPoint, Teams)

  • Strong analytical and problem-solving skills and ability to provide data to leaders to make decisions related to project and business decisions 

  • Strong attention to detail

  • Proactively reviews and evaluates day-to-day processes for improvement

  • Self-directed learner with ability to work independently and with minimal guidance

  • Strong relationship and communication skills in working with colleagues and leaders

  • In-depth knowledge of business operations and processes with ability to articulate these processes to others

  • Bachelor's degree or equivalent

#LI_DNI

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 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of 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.

Base Pay Salary

The estimated base salary for this role is $81,700 - $112,300 / 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

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.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Business Support & Operations

Line of Business  

CLEAR Clearing

Ameriprise Financial

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

Headquarter Location: Minneapolis, Minnesota, United States

Employee Count: 10001+

Year Founded: 1894

IPO Status: Public

Last Funding Type: Post-IPO Debt

Industries: Finance ⋅ Financial Services ⋅ Insurance ⋅ Intellectual Property ⋅ Wealth Management