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RBFCU Wealth Management

Senior Business Analyst

Reposted Yesterday
Be an Early Applicant
In-Office
Charlotte, NC, USA
82K-112K Annually
Senior level
In-Office
Charlotte, NC, USA
82K-112K Annually
Senior level
The Senior Business Analyst will assist with data analysis, manage relationships with partners, implement improvements, and engage in pre/post conversion activities.
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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

Ameriprise Financial is looking to add a Senior Business Analyst to their Conversion team! The Senior Business analyst will provide assistance with data analysis, mapping and review for financial institution requirements. Additional responsibilities will include, but not limited to, requirement gathering, writing and alignment, program engagement and team collaboration. Pre, during and post conversion engagement.

Key Responsibilities

  • Provide assistance with data analysis, mapping and review for financial institution requirements.  Additional responsibilities will include, but not limited to, requirement gathering, writing and alignment, program engagement and team collaboration.  Pre, during and post conversion engagement.
  • Manage relationships with a variety of internal and external business partners and advisors to identify root cause of operational and service issues.   Implement solutions to increase advisor and client satisfaction, while ensuring all operational, financial, and regulatory requirements are met.
  • Provide thought leadership on process improvements and business transformation activities.  Ensure effective implementation of strategies.

Required Qualifications

  • 5+ years of relevant experience
  • Bachelor's Degree

 
Preferred Qualifications

  • Strong relationship management/influencing skills
  • Ability to analyze root cause and implement solutions
  • Broker Dealer and/or tape to tape experience required
  • Strong working knowledge of Operations techniques (DTC or settlement experience is a plus)

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

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.

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