Teams at Ameriprise Financial Services, LLC

Supports advisors, traders, and home-office staff with trading questions and system navigation. Processes order reconciliations, trade allocations, settlement issues, regulatory reporting, and execution-quality analysis. Reviews policies for compliance, identifies process improvements, supports business analysts, and participates in trading operations projects. Requires strong analytical, organizational, communication, and collaboration skills in a fast-paced, regulated environment.

Owns wealth management product strategy and advisor/client platform experiences. Leads medium-to-large product initiatives, investment product enhancements, compliance reviews, issue resolution, research, quantitative and qualitative analysis, revenue growth programs, and transitions from product development to ongoing product management. Requires strong financial services, regulatory, analytical, communication, and organizational skills, plus an active Series 7 or ability to obtain one within 120 days.

Manages wealth management advisory products and platform capabilities, serving as a subject matter expert across projects and initiatives. Partners with Technology, Operations, Compliance, Legal, Marketing, vendors, and other stakeholders to enhance advisor and client experiences, ensure compliance, resolve complex issues, analyze market opportunities, and drive platform adoption, asset growth, client engagement, and profitability.