Provide support by performing analysis and reporting, to provide recommendations for the business. Identify process improvements and adjustments to existing reporting models. Provide expertise for small to medium projects, which may involve developing solutions for problems within the business. Resolve problems or issues through methods of trouble shooting and separate analysis. Using sound information and theory, provide management with recommended actions to resolve issues or create value for the business.
Responsibilities
Perform routine reporting and analysis while making recommendations that best meet business objective. Lead a variety of projects, which may involve developing solutions for problems within the business unit by effectively summarizing and communicating results.
Perform routine to more complex reporting and analysis, which may involve creating reports from initiation to completion. Make process improvements and adjustments to existing reporting models.
Develop solutions for routine to more complex problems for the business. Identify and recommend changes to policies, procedures, and business models. Provide accurate, timely & responsive services to the business.
Make recommendations that best meet client and business objectives by knowledge sharing to increase efficiencies and encourage a culture of continuous improvement.
Act as RP delegate for supervision of multiple WSPs for Client Operations. RPs are often required to exercise judgment on the degree of advisor/associate education and/or escalation when reviewing these WSP samples because of the limited guidance that tools provide and the wide-range of variable information produced for arriving at conclusions.
Serve as a key resource in efforts to prevent potential loss of business resulting from regulatory, service or transactional efforts. Issues may be related to basic investment or general securities products. Coordinate, and may sometimes lead, involvement of appropriate internal partners to resolve issues and communicate updates to impacted internal or external parties.
Demonstration of strong project management skills; knowledge of or applied use of Six Sigma methodologies in previous accomplishments.
Excellent interpersonal and verbal communication skills to effectively gather information and disseminate facts and recommendations.
Required Qualifications
Associate degree or equivalent (2-years)
3-5 years of relevant experience.
Solid analytical, quantitative & problem-solving skills and ability to use statistical analysis and modeling.
Ability to establish and maintain strong relationships across the organization.
Strong knowledge of business operations and processes in more than two areas.
Ability to communicate effectively recommended results from analysis.
Preferred Qualifications
Bachelors degree or equivalent (4-years)
About Our Company
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
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.
