Field Management Recruiting Lead
Massmutual Financial Group Job In Minneapolis, MN
The Opportunity As the Field Management Recruiting Lead , you will be accountable for the vision, advocacy, and execution of the recruitment and retention of MassMutual's Advisors. The Team This high-profile, fast-paced, driven team continually evaluates how MassMutual recruits, develops, and retains our Net Field Force. The team focuses on results and providing value and continuous improvements to MassMutual and field partners.
Our Focus
Our highly collaborative team focuses on elevating the recruiting and retention of:
* Field Leadership
* Experienced Balanced Producers
* Inexperienced Advisor Programs
The Impact
In this role, you will be responsible for:
* Executing and continuously evaluating MassMutual's Experienced Advisor recruiting and retention strategy to ensure competitiveness and deliver on commitments to policyholders.
* Acting as a key resource and thought leader to General Agents, Sales Managers, and Agency Recruiters. Providing coaching and consulting on how to source and recruit experienced advisors.
* Demonstrated success in identifying and recruiting top advisors/advisor teams. Demonstrated ability to influence high-quality candidates. Proficiency in evaluating candidates' qualifications, skills, and cultural fit for the company.
* Driving the marketing strategy to effectively attract top candidates.
* Collaborating with business partners to ensure MassMutual maintains competitive compensation and recognition programs to attract experienced advisors and drive desired company goals and metrics.
* Talent Market Insights, stay abreast of industry trends, competitive landscape, and talent market dynamics to inform recruiting strategies.
* Metrics and Reporting: Track key recruitment metrics to evaluate the effectiveness of recruiting efforts and identify areas for improvement.
Additional Skills and Experience
* Deep Financial Services Expertise: Extensive knowledge of the financial advisory industry, including competitive disruption, investment products, and wealth management strategies.
* Proven ability to understand and review complex financial advisor compensation packages.
* At least 10 years of recruiting experience in the financial services industry.
* Field/Agency Experience: 6-10 years of field/agency experience required.
* Exceptional problem-solving skills, demonstrating composure in times of uncertainty and stress. Excellent communication and influencing skills.
* Self-driven and motivated. Proactive attitude, i.e., self-starter who can take initiative in sourcing candidates and driving the recruitment process.
* Adaptability to changing market conditions and the evolving needs of the firms. Keen sense of ethics and integrity.
* Demonstrates data-driven decision-making with the ability to analyze and measure the performance of current recruiting practices and identify solutions and areas of improvement with the strongest impact. Proactively communicate and offers ideas and solutions.
* Travel required
What to Expect as Part of MassMutual and the Team
* Regular meetings with the MMFA Field Recruiting and Development Team.
* Focused one-on-one meetings with your manager.
* Access to mentorship opportunities.
* Networking opportunities, including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups.
* Access to learning content on Degreed and other informational platforms.
* Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry-leading pay and benefits.
* Focused one-on-one meetings with your manager with specific and measurable objectives and goals.
#LI-LS1
#LI-REMOTE
Salary Range:
$156,000.00-$204,700.00
At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.
Why Join Us.
We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.
We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.
MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.
Client Service Associate
Saint Paul, MN Job
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT Provide service coverage for a FA/PWA/team including:
• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
• Executing money movement transactions at the request of the client and/or FA/PWA
• Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
• Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA
• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
• Supporting the FAs/PWAs/teams' marketing strategy (e.g., website maintenance)
• Assist FAs/PWAs/teams in delivering against their business plan and client service model
• Remaining current on all policies, procedures and new platforms
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
ADMINISTRATIVE SUPPORT:
• Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)
• Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
• Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
• Assisting with general in-office support functions such as copying, filing and scanning documentation
• Preparing and submitting expense reports for processing at the direction of the FA/PWA
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience
• High School Diploma/Equivalency
• College degree preferred Morgan Stanley EOE committed to diversifying its workforce.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing and advancing individuals based on their skills and talents.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.
We're committed to bringing passion and customer focus to the business.
Salary range for the position: $55,400 - $72,500/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Financial Representative
Mendota Heights, MN Job
Career changers are encouraged to apply!
This is a full time commission based role with
uncapped earning potential
. A career in financial advising is ideal for people who are natural connectors with entrepreneurial mindsets that are looking to make a lasting difference in their communities. Read below to learn how a role with Northwestern Mutual could transform your career!
Becoming a Financial Representative
Becoming a Financial Representative at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a Financial Representative, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
On your path to becoming a Financial Advisor, you start as a Financial Representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience Asset & Income Protection
Education Funding
Investment & Advisory Services
Trust Services
Retirement Solutions
Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Training, Licensing, and Designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
On the road to becoming a Financial Advisor, you will obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) (1)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support (2)
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning
You could be right for this opportunity if you have:
Bachelor's degree or equivalent professional work experience
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communication skills
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
About Northwestern Mutual
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored, integrated approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes (3).
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why Join Northwestern Mutual:
Top 5 US Independent Broker-Dealers (4)
Unsurpassed financial strength with total company assets of $366 billion (5)
Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management (6)
Fortune 500 company (June 2024)
Forbes' Best Employers for Diversity (2023)
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023)
2024 Training APEX Award winner
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
(1) No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
(2) Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
(3) Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
(4) Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS's affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews, April 2024.
(5) Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody's Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024.
(6) To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com
Fast Track to Management
Edina, MN Job
New York Life Accelerated Path to Management Program
Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We'll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we'll train you and provide you with access to the tools you need for a career in management.
What we're looking for
We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses-motivated people who can answer yes to one of the following questions:
• Do you have sales or managerial experience in another industry?
• Have you previously run your own business?
• Do you have an MBA or other equivalent degree?
• If so, the Accelerated Path to Management Program may be right for you.
In the Accelerated Path to Management Program, you'll start off as a financial professional*, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You'll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success.
What we offer
Phase 1: Firsthand experience as a financial professional
You'll learn firsthand about a financial professional's role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite.
Training and resources
You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content.
Product Solutions
You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products.
Phase 2: Your transition to Associate Partner
After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.1
We'll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you'll continue to have opportunities to grow and be promoted to increasingly senior levels of management.
How we will compensate you
When you begin with New York Life as a financial professional2, your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: ******************************************************************************* If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000-$150,000 (in California and Washington, the minimum salary is $66,560 and $67,725, respectively), plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan,3 and a 401(k) savings plan.4 New York Life will value and reward your hard work and success. You'll have significant income potential over time, because our field managers' compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 568 recruiters at all levels in 2023 was $280,000.5
About New York Life
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. New York Life accepts applications to become a financial professional on an on-going basis. Candidates who qualify for the Accelerated Path to Management program will need to meet specific requirements as a New York Life financial professional before entering a specialized six-month Associate Partner training program.
*The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract.
1Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Once you meet all the requirements, the timing of your transition to the Associate Partner role will also depend on openings in the schedule for Associate Partner training. Currently, training cohorts open four times during each year, but are subject to change. Please ask your New York Life recruiter for details.
2If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract.
3Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason.
4This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to amend or terminate benefit plans at any time for any reason.
5Based on 2023 Company data for 110 Managing Partners, 94 Executive Partners/Senior Partners and 364 Partners/Associate Partners who were active as of December 31, 2023. Average recruiter income is provided for illustrative purposes only. A recruiter's income is determined based on the applicable field management compensation plan in effect for that pay year. A recruiter's income also varies from year to year, and is dependent upon the recruitment, development and retention of quality agents and the sales generated by each agent in the recruiter's unit and/or in the General Office. In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including the recruiter's field management title/level, the sales results of the recruiter's unit and/or General Office, and the recruiter's applicable field management compensation plan. The historical income numbers shown above include additional compensation payments designated to reimburse all of a field manager's business expenses not otherwise reimbursed by the company. The company reserves the right to amend, modify, or terminate the compensation plans at any time.
New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life Insurance Company
AR10901.052024 SMRU5058493 (Exp.04.30.2025)
Financial Advisor
Lake Elmo, MN Job
Entrepreneurship while making an impact!
This is a career shift that could change everything.
Things have changed in the past year, you've changed. You know your worth and are tired of working for someone else, being undervalued and micromanaged. You know that frustration you're feeling? That inner voice telling you that you're capable of more, to be bold, build something, make a difference in your community?
We understand this too and know that you can build a sustainable career with impact, it is possible and it's happening throughout our firm. You can make a career move that may redefine the way you think about work and the legacy you leave. If this or the below information resonates with you, submit your resume for consideration into our selection experience.
If you've considered starting a business, this may be what you're looking for.
As a Financial Representative, you will work with individuals, families, and small businesses to help them protect and grow their financial future. The work you do is valuable, impactful and aligns with the values that we both share.
Make an impact on the community, people's lives, and the communities you care for by providing paths to financial stability and peace of mind.
Benefit from a Nationally recognized Training and Development program with a well-defined leadership path that integrates education, experiential learning, and mentorship.
Experience the power of independence and flexibility - with the freedom to live the life you want to live.
Working for yourself alongside other driven, competitive, hardworking people who support you being your best every day.
How will you build your business? You will…
Receive personalized coaching and market (client) development resources as well as financial support for professional designations and certifications.
Establish impactful networks in the community and learn how to authentically build referral connections.
Develop and maintain long-term client relationships (our average client relationship is over 40 years.)
Provide customized financial strategies and solutions through factfinding and holistic financial planning.
Broaden and deepen your skillset through ongoing professional development and joint work - experiential learning.
The opportunity to design your roadmap to leadership and specialized roles.
Be rewarded
Who do you need to be?
Dependable, consistent, full of integrity and honesty.
Excellent communicator and relationship builder.
A driven, independent, self-motivated, and goal-oriented person.
Growth minded, coachable with strong desire for long term success.
Who we are.
Unsurpassed Financial Strength, Financial Ratings the highest in any industry
Fortune's 2022 Worlds Most Admired Companies, #1 in our class
Top 5 Independent Broker-Dealer
Ranked 90 on the esteemed 2020 FORTUNE 500 list
$400 million donated through the NM Foundation
455,000 hours donated toward Children's Cancer Research
Countless volunteer hours toward initiatives in the Greater Minneapolis / St. Paul area
A culture that promotes diversity, teamwork, work/life balance, recognition and rewards.
At Northwestern Mutual, we believe that everyone deserves to spend their lives living and that a strong financial plan is the cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living!
Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of American's citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need!
Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for 166 years and has a proven track record of financial success.
Income Growth Opportunity:
Average Income Year 1 -4 (Gross Revenue)
Average - $105,903
Top 25% - $227,490
Top 10% - $290,194
Average Income in years 5+ (Gross Revenue)
Average - $647,715
Top 25% - $1,590,516
Top 10% - $2,287,388
We would be delighted to have you apply online.
Localization Production Artist
Minneapolis, MN Job
As a Localization Production Artist, you will play a critical role in adapting, localizing, and producing visual content for both print and digital media with a particular focus on Spanish translations, although additional languages may be added in the future. You will work closely with the internal creative and marketing teams to ensure that all creative assets, including layouts, text, and graphics, are accurately translated and culturally appropriate for target audiences. Your ability to manage the technical and creative aspects of production while ensuring linguistic accuracy will be key to maintaining brand consistency across different markets.
DUTIES & RESPONSIBILITIES:
Project Responsibilities:
* Adapt and localize visual assets (e.g., brochures, printed collateral, digital media, etc.) into Spanish.
* Ensure the seamless integration of Spanish text into design layouts while preserving visual quality and brand standards.
* Collaborate with translation and Multicultural Experience teams to ensure culturally appropriate design and text adjustments.
* Prepare print-ready files and ensure digital assets meet platform-specific requirements.
* Maintain a broad knowledge of current trends and production techniques.
* Transcreate and/or localize images and illustrations for translations to reflect target demographic.
* Collaborate closely with creative designers and the multicultural team to execute on a concept and ensure follow through on projects.
* Perform quality control checks before delivery of materials to localization team/compliance for final review.
* Promptly address any adjustments to final documents based on compliance review as needed.
* Follow a project workflow and timeline to ensure projects progress in a timely and accurate manner.
* Maintain organized digital files of all projects and assets for easy retrieval and future reference.
Additional Responsibilities:
* Support process improvements within the Multicultural Experience team by collaborating with the Director of Multicultural Experience and Localization Project Manager to identify gap areas and assist with documentation creation.
* Oversee various production projects by reviewing identified materials to ensure quality controls are in place.
* Functions as subject matter expert on the team for Translated Material Production related questions and guidance.
* Adaptation and localization of visual assets (e.g., brochures, printed collateral, digital media, etc.) into languages other than Spanish may eventually be required.
* Support and contribution towards additional creative projects may be needed based on team capacity and priorities
QUALIFICATIONS & SKILLS:
Required:
* Associate degree or bachelor's degree (preferred) and 5+ years of experience in graphic arts, including layout, photography, illustration and designing for online audiences.
* Proficiency in Adobe Creative Suite (Photoshop, Illustrator, InDesign, Figma).
* Experience in handling bilingual design projects, particularly in English and Spanish.
* Strong understanding of typography and layout adjustments for Spanish text.
* Ability to manage multiple projects simultaneously and meet tight deadlines.
* Excellent communication skills in both English and Spanish (spoken and written).
* Familiarity with pre-press and production processes is an advantage.
* Familiarity with translation industry-specific software, CAT tools and terminology management systems.
* Ability to work with minimal supervision under tight deadlines while managing multiple complex projects simultaneously.
* The ability to effectively communicate clearly to partners throughout the organization.
* High standard of quality control to ensure the target language material accurately represents the English language material is a must.
* Ability to accept feedback and use it advantageously on future tasks.
* Must be willing to learn new things, be open to challenges and thrive on team success and collaboration.
Preferred:
* Previous Localization industry experience is a plus.
* Timecoding and subtitling experience preferred.
* Web design layout experience is a plus.
* Proficiency in Spanish and/or another foreign language is preferred but not required.
* Passion for language access and multicultural communications.
Pay Transparency
Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $65,765.00 - $88,976.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.
Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.
The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
Staff Actuary
Minneapolis, MN Job
Ameriprise Financial has an exciting opportunity for a Staff Actuary to join our team! This person will be responsible for developing, improving, operating, and documenting a variety of complex actuarial models. You will perform actuarial, financial, and risk analysis, including communication of results to others across the company. Additionally, you will serve as the subject matter expert in assigned projects and may have an expanded scope and responsibility within a project.
Key Responsibilities
Major contributor on the team responsible for the Insurance Statutory reserve for the company. This includes calculating, analyzing, and communicating results effectively to leaders and peers across various functional groups.
Heavily involved in maintaining and improving Insurance Stat reserve models through improvement of quarterly processes and creation of analytical tools.
Assist and help drive various projects, including year-end memorandum updates, annual assumption update exercise, etc.
Build and present exhibits that assist with quarter-end and year-end reporting of Principle-Based Reserving (PBR) and non-PBR insurance business.
Professional development to maintain Actuarial credentials.
May provide people leadership to lower-level actuarial staff and/or actuarial intern(s).
Required Qualifications
All Introductory ASA exams plus 3 Actuarial/Advanced ASA Exams or Requirements
Validation by Educational Experience (VEE) coursework completion
Bachelor's degree or equivalent (4-years) in Actuarial Science, Mathematics, Statistics, Data Science, or related fields.
5-7 years of relevant experience, 4+ years of actuarial experience
Positive relationship and communication skills in working with colleagues.
Strong analytical, quantitative, and problem-solving skills
Preferred Qualifications
Experience with MS Excel, MS Access, Prophet, Python, and SQL Server.
Thought leadership and ability to take high-level ideas to create the new and different.
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.
Base Pay Salary
The estimated base salary for this role is $104,900 - $141,600/ 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
Finance
Line of Business
FIN Finance
Customer Service Manager
Minneapolis, MN Job
Provide leadership to a customer service team, which may include both team leads and service professionals. Responsible for implementing and maintaining appropriate policies and procedures to ensure delivery of high quality service within their team. Assist in planning for adequate staff levels and provide general work direction and team development/coaching. May lead client service projects or initiatives. Accountable for meeting client service and accuracy standards/metrics.
Key Responsibilities
* Serve as a key resource for internal partners on customer service projects and initiatives. May provide cross-functional leadership on such teams.
* Provide leadership in resolution of complex and high-priority service issues, as escalated from the team, to effectively ensure prompt and accurate resolution and client satisfaction.
* Take key responsibility for auditing and other quality assurance methods to ensure that the team meets or exceeds all accuracy, processing, and quality metrics and standards.
* Provide leadership and support for team on all levels of processes and procedures as well as client service standards and techniques in key priorities.
* Mentor and coach other leaders in team development and process knowledge, including approval and coaching on employee issues and managing involvement in cross-functional teams.
* Provide leadership and coaching for direct reports by modeling appropriate leadership techniques, providing employee feedback through effective performance management practices, ensuring employee skill and leadership development, and conducting regular one-on-one meetings.
* Ensure incorporation of enterprise or departmental objectives to team objectives to ensure alignment and engagement in key priorities.
Required Qualifications
* High school or GED.
* 5-7 years of relevant experience.
* Extensive experience on a customer service team, including a strong working knowledge of customer service processes, policies, techniques and applicable regulations.
* Proven people leadership experience, including direct management of team members and responsibility for performance development.
* Strong communication skills, including ability to explain complex issues in an understandable manner.
* Demonstrated ability to prioritize work and deliver business results.
* Proven ability to work effectively with internal and external partners at all levels.
Preferred Qualifications
* Ameriprise-specific knowledge.
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.
Base Pay Salary
The estimated base salary for this role is $80,100 - $108,100 / 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.
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
Client Service
Line of Business
SERVD Service Delivery
Dedicated Planning Services Consultant
Minneapolis, MN Job
The future of financial Advice at Thrivent is a multi-year journey, and the number one priority in shaping how the company delivers value to its members through Advisors in the field. As the adoption of Thrivent's Advice methodology scales across different segments and channels, communication between the field and the Dedicated Planning Services Team will be a focus and strategic priority.
The Dedicated Planning Services Consultant is responsible for providing support to Thrivent's Financial advisors in enabling Dedicated Planning adoption through direct connection and support with Advisor Groups and other distribution channels. The consultant will provide support to advisors in an individual consulting capacity and/or group training sessions. The consultant requires subject matter expertise on Financial Planning industry standards and best practices, including understanding the regulatory environment, and operationalizing and implementing advice-for-a-fee models into Thrivent's ecosystem. This role will work closely with the Manager, Financial Planning Services, to execute on the Dedicated Planning strategic roadmap, which includes but not limited to, client facing marketing content creation and updates, advisor training and development resources, field communications, and program systems enhancements.
We would consider remote for this role.
DUTIES & RESPONSIBILITIES:
Develops and provides training and support for the Dedicated Planning process and related applications including workflow tools, reports, financial planning software, written recommendation templates, etc.
Works with Financial Advisors to create financial plans and coach them how to present the plans to the client. Conducts pre- and post- financial plan delivery reviews to assure quality and regulatory standards are being meet by the Advisor.
Partners with internal stakeholders and Field Leaders to identify specific Financial Advisors in need of support as well as proactively reach out to consult on Dedicated Planning related topics.
Develops and implements programs to increase Dedicated Planning Services production and grow membership in conjunction with other areas of Thrivent.
Aligns products, services, and platforms with Financial Advisors to enhance productivity and business efficiency.
Acts as a subject matter expert and partner to Marketing and Advanced Markets Team on financial planning best practices, regulatory guidance and advice-for-fee models for advisor development and marketing resources.
Partners with Advice and Dedicated Planning leadership to develop and execute roadmap related to program enhancements to align with Purpose Based Advice strategy for Dedicated Planning Services.
Models Thrivent's leadership competencies - Model the Way, Rally the Team, and Deliver Outcomes.
Supports and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. Shapes and/or supports a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent's trust and reputation remain strong with its clients.
The Dedicated Planning Services Consultant will report to the Manager of Dedicated Planning Services and partner with others in the Advisor Growth, TIMI, Practice Growth and Advice COE (e.g., GVPs, wholesalers, GPD/GPA, Business Consultants)
The Dedicated Planning Services Consultant will work closely with functional peers within the Dedicated Planning team (e.g., communication, curriculum `writers, admin personnel) as needed to drive ongoing program growth and adoption goals.
This role will also involve heavy communication with individual contributors within Thrivent's Field organization when it comes to collecting feedback and input for iterating on content.
QUALIFICATIONS & SKILLS:
Required:
Bachelor's degree in Business, Economics, or similar field
10+ years of Financial Services experience, with demonstrated ability to work across different Advisor groups and regional leaders.
5+ years of operational experience in a matrixed, cross-functional environment that required analysis of industry and/or business data. Excellent verbal communication skills, customer service and sales skills, along with, excellent interpersonal, organizational and problem solving skills.
Strong leadership skills along with an ability to influence and collaborate through empathy; ability to work across both corporate environment and field to influence and impact results.
Deep subject matter expertise in financial planning and the advisory working model. The consultant requires subject matter expertise on Financial Planning industry standards and best practices, including understanding the regulatory environment, and operationalizing and implementing advice-for-a-fee model's into Thrivent's ecosystem.
Proven ability to communicate up and down the chain of command across a diverse group of stakeholders.
Passionate about the value of providing advice to clients, with an in-depth knowledge of insurance products, asset/wealth management, Dedicated planning, mutual funds and securities.
Entrepreneurial ability to cut through the noise to execute, comfortable with ambiguity.
Ability to synthesize and balance together multiple (sometime conflicting) stakeholder opinions into a common point of view.
FINRA Series 7, 63/65 or 66 required or obtained within 90 days of hire. Licensure & language needs to be confirmed by Contracting & Licensing.
Preferred:
Financial services advanced designations (i.e., FIC, CLU, RICP, ChFC, CAP) Same statement as above.
Pay Transparency
Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $97,165.00 - $131,458.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.
Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.
The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
Product Marketing, Communications and Training Manager
Minneapolis, MN Job
As Marketing, Communications and Training Manager, you will have an exciting opportunity to support key growth initiatives within Wealth Management Solutions at Ameriprise Financial. You will develop unique marketing, communications and/or training strategies, write compelling content and work with an Instructional Design team to build engaging deliverables. You will measure success by tracking progress against overall business objectives via leading indicators (email click-through rates, content downloads, learner reaction, change in behavior, etc.) and lagging indicators (sales and net flows). Please note this is a writing-intensive content creation role; it is not a training facilitation role. This position reports to the Sr. Manager, Product Marketing, Communications and Training.
Key Responsibilities
* Serve as an expert in product and strategy positioning to increase awareness, build financial advisor knowledge, and drive growth of Wealth Management Solutions.
* Develop integrated strategy plans for marketing, communications and training programs.
* Create marketing, communications and training materials including marketing collateral, sales literature, articles, emails, social media posts, story boards, scripts, user/facilitator guides, FAQ, etc. to support products initiatives and drive growth of Wealth Management Solutions.
* Identify appropriate marketing and communications vehicles or training method (e-learning, instructor-led, or blended approaches) to achieve desired organizational impact.
* Work with and lead large cross-functional teams across the organization to ensure alignment and integration.
* Evaluate outcomes based on established business, marketing, communications, and training objectives.
* Act as primary liaison with internal partners - legal, compliance, instructional designers, product development, sales strategy, etc.
* Drive measurable program results. Track marketing and communications engagement and training program participation and results and provide recommendations for improvements, execute approved recommendations quickly across the organization to ensure alignment and integration.
Required Qualifications
* 5+ years' experience in investments or non-financial product Marketing, Communications and Training
* Bachelor's Degree or equivalent in a related field
* Active Series 7 or ability to obtain within 120 days
* Strong, demonstrated writing skills
* Exceptional marketing, communications, training, project management, and organizational skills
* Proven ability to prioritize, coupled with strong attention to detail in a fast-paced environment
* Ability to work across teams to motivate and collaboratively influence others
* Self-starter with ability to work independently
* Experience working with Microsoft Office products (e.g., PowerPoint, Word, Excel) and knowledge of training software (e.g., Vyond, Rise, Storyline, etc.).
Preferred Qualifications
* Strong knowledge of investments and/or financial products and services (i.e., investment advisory/managed accounts, retirement plans)
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.
Base Pay Salary
The estimated base salary for this role is $85,700 - $115,700 / 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
Marketing/Product Management
Line of Business
FPPS Wealth Management Solutions
Software Engineer
Minneapolis, MN Job
Be responsible for designing, coding, testing, implementing, maintaining, and supporting application software that is delivered on time and within budget. Work closely with customers, business analysts, technology, and project teams to understand business requirements, drive the analysis and design of quality technical solutions that are aligned with business and technology strategies, and comply with the organization's architectural standards. Provide technical guidance to the development team through the full software life cycle.
Key Responsibilities
Responsible for picking up new technologies independently, while actively collaborating with your peers on solutioning and providing constructive feedback.
Leverage strong attention to details to minimize the need for corrections and proactively address potential issues before they escalate.
Creative, thoughtful, and driven about bringing fresh and original ideas to improve the team's technical processes.
Write clean code and provide constructive feedback on team members' code when required.
Actively contribute to the full development life cycle and volunteer to assist your colleagues when it is needed.
Clearly communicate complex concepts to both non-technical and technical partners.
Understands the importance of documentation and engage in its creation and maintenance.
Required Qualifications
Bachelors degree or equivalent in Computer Science, Engineering, or related field; or equivalent work experience.
5-7+ years of experience using JavaScript, Python, PowerShell.
4-6 years of experience in developing applications targeting a major cloud (AWS, Azure or GCP).
Foundational knowledge about digital analytics and experiences working with a tag management tool (e.g., Adobe Experience Platform Launch, Google Tag Manager, Tealium, etc.).
Direct experience with writing clean, maintainable code and integrating platforms to seamlessly exchange data or functionality.
Robust knowledge of gathering data with client-side approaches to better understand our customers, improve user experiences, and make data-driven decisions.
Strong understanding of utilizing server-side approaches for APIs, SDKs, and event forwarding in ensuring reliable and efficient data handling.
Familiarity with the agile process and effectively apply best practices to manage all assigned projects.
Fundamental understanding of Git or other Version Control Systems (VCS), such as committing changes, branching, and merging.
Proven ability to write quality code by following best practices and guidelines.
Strong problem-solving, multi-tasking and organizational skills.
Good written and verbal communication skills.
Demonstrable experience of working on a team that is geographically dispersed.
Preferred Qualifications
Awareness of industry norms, privacy guidelines, risk mitigation controls, and information security standards.
Experience with setting up initial infrastructure and establishing a strong foundation while identifying best practices for ongoing maintenance to ensure it is reliable and secure.
Utilize personal creativity and innovation to identify opportunities and solve problems effectively.
Experience with ServiceNow, Jira, and Confluence.
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.
Base Pay Salary
The estimated base salary for this role is $104,900 - $141,600 / 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
Technology
Line of Business
TECH Technology
Director, Bank CRA Officer
Minneapolis, MN Job
In this role, you will be responsible and accountable for all aspects of the Community Reinvestment Act (CRA) program for the Ameriprise Federal Savings Bank (FSB). You will ensure the FSB meets the needs of the community and attains CRA goals. Being highly involved in the industry, you will pro-actively seek to understand and be an expert in changes in the regulations on a continual basis, creating and executing sound vision for current and future programs, and advising the FSB leadership on emerging CRA issues.
Key Responsibilities
* Lead the CRA department and ensure the FSB attains all CRA goals. Develop, maintain, and own CRA policies, procedures, and goals. Ensure appropriate monitoring and tracking of lending, investments, grants, and service activities' performance against goals. Assure ongoing CRA goals are appropriate. Maintain clear understanding of the program, current and future projects, and progress toward goals at all times. Administers CRA Committee; prepare and present material to executive leadership of the Bank
* Create and execute vision for future CRA program relative to new OCC guidance. Drive large-scale, cross-functional project to implement changes to ensure the FSB adheres to all regulations. Develop new goals for lending, investments, grants, and service that ensure FSB attains an appropriate overall rating.
* Drive all activities to ensure lending and investment programs to meet the needs of low- and moderate- income households. Partner with FSB leadership, Legal and Compliance, Lending Products, Treasury, Community Relations, and Marketing. Partner with Community Relations and Public Affairs to establish, participate, and maintain relationships with community-based charitable and non-profit organizations. Develop and maintain strong business partner relationships across the business.
* Maintain clear understanding of all applicable CRA regulations and statutes. Implement changes to and/or enhance existing policies, procedures, and goals.
* Provide effective leadership to direct reports incorporating performance management practices through individual performance plans, periodic reviews and feedback sessions, coaching and development, as well as oversee and advise direct reports on the performance management process for associate level employees within their group.
Required Qualifications
* Bachelor's degree or relevant experience
* 10+ years' relevant experience
Preferred Qualifications
* 3+ years leading a CRA program at another institution strongly preferred
* Experience developing, implementing, and owning CRA policies and procedures
* Strong analytical, quantitative, and problem-solving skills
* Excellent relationship-building skills
* Excellent leadership skills
* Excellent communication skills, with a strong ability to communicate complex topics in a clear and concise manner; well-honed business writing skills
* Experience working with executive leadership
* Self-driven with ability to work and lead in an ambiguous environment
* Exhibit a sense of urgency and detail orientation
* Strong ability to influence decision making across organization and leadership
* Extensive experience with non-profit community organizations
* Strong ability to read, analyze, and interpret financial reports and legal documents
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.
Base Pay Salary
The estimated base salary for this role is $128,400 - $173,300/ 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
Legal Affairs
Line of Business
BANK Bank
Writer
Minneapolis, MN Job
As a Writer within Brand & Integrated Marketing, your work will spark action and help shape our brand. You'll craft compelling copy that drives results, aligns with business and marketing goals, and resonates with our audiences. In this role, you'll work closely with our brand, marketing, and creative teams to develop concepts and copy that translate our brand's message into various forms of impactful communication. Your work will inspire engagement across both digital and traditional channels, turning complex ideas into meaningful action across markets.
Whether it's short-form or long-form content, your writing will shape compelling narratives that will range from high-level brand messaging that resonates in driving membership growth to bridging financial products, the advisors that facilitate them, and the people who need them. We're looking for someone who doesn't just understand the power of a brand with purpose but lives and breathes its potential to be applied in a diversity of ways.
Job Duties and Responsibilities
Conceptualizes, creates and edits both original and existing copy for consumer-facing audiences across digital and traditional marketing mediums and channels.
Grasps and comprehends complex or abstract information, and conveys that through writing that is clear, concise, accurate and on-brand.
Works collaboratively with other writers, designers, managers, creative director, internal clients, and external agencies.
Anticipates and solves creative challenges and takes pride in the quality of the work.
Understands content and channel best practices to deliver copy that drives toward measurable results.
Builds relationships and works collaboratively with cross-functional teams including marketing strategists, brand strategists, business partners, and project managers.
Works to support both brand and membership marketing initiatives and field and product marketing localization efforts.
Presents work and ideas to key project stakeholders.
Required Job Qualifications
Required: 5+ years relevant experience developing brand-level copy and messaging at an agency or within an internal creative team.
Bachelor's degree in Communications, Journalism, Public Relations, Creative Writing, English or a related field and/or equivalent experience.
Experience developing creative content within a regulated industry a plus. Experience within financial services or writing about financial products ideal.
Ability to thrive under pressure while multi-tasking, adhering to sometimes tight deadlines while maintaining collaborative relationships with colleagues.
Collaborative and highly motivated, able to multi-task under shifting deadlines.
Excellent communication skills-including tact, active listening, and consulting abilities.
Proactive attitude towards anticipating concerns and finding solutions.
Ability to manage ambiguity, work autonomously and multi-task with an agile mindset.
Pay Transparency
Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $65,765.00 - $88,976.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.
Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.
The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
Jr. Equity and Options Agency Trader
Minneapolis, MN Job
The Jr. Equity & Options Agency Trader role will play a key part in the trade order process under the supervision of senior agency traders. This role will ensure that all equity and option orders are processed efficiently, accurately, and in compliance with all industry regulations. Review daily reports to identify and resolve trading issues. This role will also entail building effective working relationships with broker dealers, advisors, and across teams to provide excellent customer service.
Key Responsibilities
* Route retail equity and option orders under the supervision of senior agency traders. Acquire a working knowledge of all trading functions and trading software systems. Build experience in handling retail equity and option order flow.
* Place outbound calls to and receive inbound calls from advisors to assist them with market color and order handling decisions.
* Work with the business partners and Trading Team to analyze various metrics like resting order book & ETF liquidity. Work with the team to create new or streamline existing reports. Actively follow market structure and regulatory changes to ensure a basic knowledge of market concepts, vernacular, and procedures.
* Begin building a network of other broker dealer trading contacts, internal business partners, and advisors. Participate in industry and company events, as available.
* Provide back-up support to other departments within Capital Markets Trading. Participate in special projects as needed.
Required Qualifications
* Associate's degree or equivalent experience.
* 1+ years of relevant experience.
* Active State securities agent registration (S63 or S66).
* Active Series 7.
* Active Series 55 or Series 57 or ability to obtain within 90 days.
* Ability to effectively work in a team environment.
* Strong communication skills.
* Ability to perform in a highly stressful, time sensitive, and regulated environment.
* Ability to handle difficult communications with advisors and clients and provide effective issue resolution.
* Ability to develop and maintain strong, positive relationships and influence others without having direct leadership accountability.
Preferred Qualifications
* Bachelor's degree.
* Knowledgeable of the Beta Host, Thomson One, and FIS NGO systems.
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.
Base Pay Salary
The estimated base salary for this role is $61,100 - $82,500 / 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
Non-Exempt
Job Family Group
Business Support & Operations
Line of Business
CLEAR Clearing
Investments Program Officer - Thrivent Charitable
Minneapolis, MN Job
Since 1995, Thrivent Charitable Impact & Investing (“Thrivent Charitable”) has worked with clients, financial advisors, and community partners to bring hope to the world by empowering people to create the change that matters most to them. We open the joy of generosity to all by making it easy for anyone to give to the causes they cherish. We act both as stewards of what donors entrust to us and champions for building a better world.
Thrivent Charitable, an independent 501(c)(3) public charity, partners with Thrivent to help clients incorporate generosity, charitable and legacy planning into their financial plans with offerings such as donor advised funds charitable life insurance, and charitable gift annuities and facilitating charitable gifts ranging from cash to complex business assets. Since its inception, Thrivent Charitable has received over $2 billion in charitable gifts and commitments to support the most important organizations and pressing issues in our communities.
Reporting to the Vice President of Charitable Giving Services, the Officer will assume primary stewardship and administration of Thrivent Charitable's Advisor Managed Fund (AMF) Program, which enables donors to recommend the use of a trusted financial advisor for the management of their charitable funds. In this role, the Officer is responsible for stewarding the AMF program in alignment with the organization's strategic growth and integration goals, qualifying and approving financial advisors, monitoring performance and compliance with AMF investment policies and guidelines using Clearwater Analytics data aggregation and reporting software. The Officer will also provide regular reporting to the Investment Committee of the Board.
Accordingly, the Officer will not only be a power user of analytical and reporting tools but will also serve as an important liaison and communicator with external financial advisors, fundholders, and vendors, as well as internal development, finance, marketing, operations, client service teams, and the Investment Committee. Clear, concise, and diplomatic oral and written communication skills are critical.
In addition, the Officer will assist the VP of Charitable Giving Services and the President of Thrivent Charitable in the preparation of Investment Committee meeting agendas and materials, and the administration and stewardship of other investment programs.
DUTIES & RESPONSIBILITIES:
Administration and stewardship of the AMF Program, which includes but is not limited to advisor due diligence, recommendation and approval, annual review meetings, interim communications, ongoing portfolio monitoring to ensure compliance with policy guidelines and standards, acting as a liaison with internal development and finance teams, Investment Committee reporting, evaluating program profitability, and proactively implementing enhancements to policies, procedures and systems to integrate and scale the program over time.
Maintain and manage the Clearwater Analytics data aggregation and performance reporting software, which includes but not limited to establishing brokerage/custodial accounts and data feeds; set-up of new funds and policy parameters; and monitoring, reporting of policy exceptions.
Work closely with the finance and accounting staff to ensure timely and accurate AMF account reconciliation and accounting by those teams.
Resolve AMF policy exceptions and performance or other issues/incidents in accordance with established policies, standards, and escalation guidelines.
Maintain understanding of investment pool portfolio composition and expected return profiles, and support client service teams in responding to advisor and donor questions regarding appropriate pool selection/allocation that fits their spending goals and risk tolerance.
Support development, marketing, and client service teams in creating clear and accurate investment related communications.
Maintain the schedule of Investment Committee recurring review items, including preparation of review materials and cover memos for items not assigned to the investment consultant/OCIO.
Working closely with the President and the Investment Committee Chair to coordinate the creation of an annual Investment Committee workplan, including committee goals for the year and recurring review items across investment programs: investment pools, Impact Fund, AMF Program, charitable trusts and gift annuities, and other offerings as needed.
Provide additional analysis for Thrivent Charitable's investment programs as needed.
Collaboratively shape, lead, and support a culture that represents the Thrivent Charitable missional purpose and values, ensuring that Thrivent Charitable's trust and reputation remain strong with its all constituents.
QUALIFICATIONS & SKILLS:
Required:
BS in Finance, Economics, or related fields. CFA or MBA is preferred but not required.
7+ years of experience in investment management and advisory services (e.g., analyst, operations, performance, client service).
Experience with wealth management and/or institutional portfolios.
Familiarity with nonprofit governance and investment committees.
Experience with investment management and performance reporting software - specific experience with Clearwater Analytics is a plus, but not required.
Proficient in Microsoft Office with advanced competency in the use of Excel.
Must display the trait of confidentiality and discretion.
Excellent verbal and written communication skills along with an acute attention to detail.
Aptitude for numbers, graphs, histograms and knowledge around financial concepts, economics, and the business world.
Ability to use technology effectively and adapt quickly to the use of new technology.
Preferred:
CFA, MBA or other relevant advanced degree or experience preferred; or 10+ years of direct experience leading similar functions and subject matter experts in financial services.
Experience with iPhi Stellar software, PowerBI, Salesforce, Clearwater, and other relevant financial services industry tools.
Pay Transparency
Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $112,481.00 - $152,180.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.
Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.
The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
Analyst-Sales
Saint Paul, MN Job
**You Lead the Way. We've Got Your Back.** With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you'll learn and grow as we help you create a career journey that's unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.
At American Express, you'll be recognized for your contributions, leadership, and impact-every colleague has the opportunity to share in the company's success. Together, we'll win as a team, striving to uphold our company values and powerful backing promise to provide the world's best customer experience every day. And we'll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.
Join Team Amex and let's lead the way together.
**How will you make an impact in this role?**
The Sales Analyst position is part of a fast-paced, innovative team responsible for supporting the Global Merchant & Network Services (GM&NS) Regional & Centralized Client Group diverse portfolio. The role allows the incumbent to develop and gain knowledge of the Global Merchant & Network Services business, experience working as part of a large, national organization, and opportunity to drive and lead key projects. Reporting to the Senior Manager of Business Development, the Sales Analyst will collaborate across the organization with internal and external stakeholders and partners to drive forward business critical tasks.
**Responsibilities:**
+ Serve as project manager for key RCCG initiatives, including, but not limited to:
+ Ensuring a strong control and compliance environment (Data Security, Risk Initiatives).
+ Complex hierarchy set-ups and management.
+ Executing scalable marketing (Offers).
+ Support Client Management and work with servicing partners as an escalation point on complex operational opportunities.
+ Collaborate with internal business partners to facilitate onboarding process for new hire client managers on systems and underlying processes.
+ Ensure key deliverables are met and team is aware of timelines.
+ Engage directly with merchant clients as needed.
+ Other ad hoc projects as needed.
**Minimum Qualifications**
+ Strong merchant background with an ability to navigate through the various internal departments.
+ Strong project management skills.
+ Excellent organization and attention to detail.
+ Strong verbal and written communication skills.
+ Ability to manage workflow and timing on multiple projects simultaneously.
+ Ability to act independently and work cohesively with a virtual and in office team.
+ High motivation and willingness to assume accountability to do what it takes to get the job done.
**Qualifications**
Salary Range: $24.05 to $48.10 hourly bonus benefits
The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
US Job Seekers/Employees - Click here to view the "Know Your Rights" poster and the Pay Transparency Policy Statement.
If the links do not work, please copy and paste the following URLs in a new browser window: ****************************************** to access the three posters.
**Job:** Sales
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 25004313
End User Computing Engineer (EUC)
Minneapolis, MN Job
This role will focus on the Engineering and delivery of Print Services and device management solutions globally within the organization, End User Computing (EUC) and will regularly participate in other EUC initiatives.
Key Responsibilities
Provide Technical and Operational Governance across the End User Computing environment.
Design, enhance and implement End User Compute platforms and infrastructure to support the requirements of the business with an eye for continual improvement, including speed of delivery and user experience.
Work with other technology groups to streamline effective processes and drive continuous improvement for EUC infrastructure, services and support.
Participate in defining the EUC roadmap.
Identify and drive areas for service improvements in conjunction with the managed service provider.
Keep abreast of developments within the IT Industry that End User Computing Services are kept in line with defined or emerging industry standards.
Define, engineer, and implement enterprise strategy for a wide variety of end user experience services and technologies. This can include capabilities such as client tools (Office, Adobe, Java, misc. productivity applications); browser engineering, design, and strategy (Edge, Chrome, IE); collaboration tools such as Office 365, WebEx, Box, etc.; enterprise print engineering and strategy; endpoint automation, reporting, analytics, as well as overall endpoint configuration and device management capabilities for Windows and Mac devices.
As a driver of change, take an innovative and enterprise-wide view of the needs of our end users and help drive forward new solutions and capabilities that will further enhance their experience and satisfaction in a highly available and secure manner.
.
Required Qualifications
Bachelors degree in Computer Science, Engineering, or related field; or equivalent work experience.
5-7 years of relevant work experience required.
5-7+ years of experience and proven engineering expertise within subject matter domain.
Ability to communicate and articulate technical information across various organizational levels.
Strong thought leadership abilities and a highly innovative problem solver.
High reasoning aptitude and ability to quickly understand a complex operating environment.
Highly innovative problem solver with strong analytical and customer service abilities.
Intermediate to advanced scripting experience with PowerShell required.
Intermediate to advanced Experience using Microsoft Intune to manage devices in a large corporate environment.
Ability to support working outside core business hours to provide after hours or ‘on-call' support when necessary to solve high profile incidents/problems.
Preferred Qualifications
Experience with multiple OS platforms such as Red Hat Linux, Windows, Hyper-V, Network, Storage, Clustering, Volume Management, Filesystems, Disaster Recovery, and Application Recovery.
Previous design engineering experience with Cloud computing and collaboration technologies such as cloud device management, Office 365, WebEx, cloud end user security solutions, Box, Slack, Zoom, etc.
Previous experience working with wide range of stakeholders to define new solutions, fully leverage existing solutions where appropriate, and continuously drive forward a user experience driven methodology.
Experienced development with ServiceNow integrations.
An ITIL Foundation Certified candidate is preferred.
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.
Base Pay Salary
The estimated base salary for this role is $104,900 - $141,600 / 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
Technology
Line of Business
TECH Technology
Operations Professional - Mutual Funds
Minneapolis, MN Job
Process, reconcile and/or balance for the assigned product according to department policy and procedures. Ensure comprehensive and seamless operations for all transaction requests. Work with both internal and external business partners to research and resolve issues in an accurate and timely manner. Ensure processing of transactions follow industry rules/regulations and internal compliance procedures.
Key Responsibilities
* Process, reconcile and/or balance for the assigned product in an accurate, timely and compliant manner. May receive guidance from Coaches or Team Leads on a frequent basis.
* Work with appropriate internal and external business partners to research and resolve issues, troubleshoot and provide seamless service. Provide support to other team members as necessary.
* Utilize various computer applications to provide operational processing information and take action as appropriate.
Required Qualifications
* Education: High school or GED
* Experience: 0-1 years of relevant experience.
* Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.
* Strong attention to detail including demonstrated ability to meet accuracy standards in a high-volume processing situation.
* Ability to research and resolve problems.
* Demonstrated ability to manage multiple priorities in a fast-paced, results-driven transaction-based environment.
* Previous operations, processing or customer service experience.
* Strong written and verbal communication skills.
Preferred Qualifications
* Product-specific or financial services industry experience.
* Microsoft Excel
* Microsoft Access
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.
Base Pay Salary
The estimated base salary range for this role is $40,700- $55,000/ 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
Non-Exempt
Job Family Group
Business Support & Operations
Line of Business
CLEAR Clearing
New Business Trust Officer
Minneapolis, MN Job
Work directly with advisors & field leaders to recommend and sell Personal Trust Services (PTS). Partner with internal and external wholesalers to meet pipeline opportunity metrics & account acceptance goals. Perform due diligence and risk assessment for pipeline opportunities. Provide sales training on general trust topics to wholesalers and participate in attorney and client meetings with advisors. Contribute to the development and creation of marketing initiatives including pipeline management, current case management, materials, communication, and partner on cross organizational needs.
Key Responsibilities
Manage assigned initial trust opportunities through the acceptance cycle to ‘accepted' status, pipeline and case management. Reactive and proactive calls/visits with advisors, wholesalers, attorneys, clients, and others. Confer with advisors, clients and other professional advisers regarding routine to more complex estate planning strategies involving trusts. Participate in Trust Administrative Sub-Committee work. Deliver newly accepted business to Trust Officer and operations for funding.
Focus on pipeline management including initial document review and interpretation using familiarity with trust law to provide a thorough and accurate summary review and next steps to advisors. Follow up with advisors regarding routine to more complex business opportunities in the pipeline in order to complete due diligence and risk assessment requirements. Create and present customized trust illustrations, customized trust proposals, etc.
Make recommendations for new PTS initiatives. Project manager for initiatives that intersect with pipeline including fee schedule changes, illustrations and marketing materials, financial reporting improvements, etc. Collaborate cross-organizationally periodically with senior leaders internally/externally to increase awareness and integration of PTS across Ameriprise.
Required Qualifications
Bachelor's Degree or equivalent
5-7 years relevant experience in financial services or trust administration
Strong written and oral communication skills; ability to adjust communication style to audiences including attorneys, accountants, investment advisors and clients
Ability to manage and prioritize multiple priorities
Strong organizational skills, attention to detail and follow through
Good analytical and problem-solving skills
Familiarity with trust and probate law
Preferred Qualifications
Direct experience in Trust/Estate Planning and/or providing trust administrative services
Experience in managing unique assets held in trust, including residential and commercial real estate, farmland, mineral rights and other tangible personal property.
CTFA or JD
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.
Base Pay Salary
The estimated base salary for this role is $85,700 - $115,700 / 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
BANK Bank
Staff Auditor
Minneapolis, MN Job
Ameriprise Financial is looking to add a Staff Auditor to the team! The individual in this role will plan and execute portions of the Risk & Control Services plan, including audit activities and SOX/MAR/FDICIA compliance activities, present objectives and results to various levels of management.
Key Responsibilities
Execute portions of the Risk & Control Services plan, including audit activities and SOX/MAR/FDICIA compliance activities. Present objectives and results to various levels of management. Execute on a structured approach to evaluate and improve the effectiveness of risk management, control and governance processes.
Identify control deficiencies, assess exposure and significance, and propose cost effective recommendations.
Monitor and validate Management Action Plan status and recommend closure of Management Action
Plans when actions are complete and identified deficiencies have been addressed.
Coordinate with appropriate control groups in planning and executing assigned work. Complete work within established timelines. Proactively communicate/escalate challenges and roadblocks that impact ability to meet established timelines.
Gather information and provide input into risk assessments in conformance with department standards.
Required Qualifications
Bachelor's degree or equivalent
0-1 year of experience
Strong communication skills
Availability to travel
Develop and practice basic audit skills and business knowledge
Preferred Qualifications
Accounting or Finance degree
CIA, CPA, CISA
0-2 years of 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.
Base Pay Salary
The estimated base salary for this role is $61,100- $82,500/ 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
Finance
Line of Business
FIN Finance