Sr Business Analyst Managed Accounts

About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

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

Key Responsibilities

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

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

Required Qualifications

• 3-5 years of relevant experience

Preferred Qualifications

• Prior operations experience

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

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

• Strong attention to detail

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

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

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

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

• Bachelor's degree or equivalent

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Base Pay Salary

The estimated base salary for this role is $81,700 - $112,300 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Business Support & Operations

Line of Business  

CLEAR Clearing

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.