Operations Coach

Responsibilities

• Research, resolve, and respond to advanced issues regarding more sophisticated transaction and inquiry requests.
• Provide explanations of policies, resolutions, and steps to advisors, clients, and relationship partners.
• Mentor peers on processes, procedures, and issue resolution.
• Provide indirect leadership in training less-experienced peers in new systems and processes. Conduct training as needed.
• Complete day-to-day operations processing tasks, such as auditing, processing transactions, and approving reissued and rewritten transactions, as well as performing frontline underwriting, where appropriate.
• Participate in projects and initiatives and serve as a subject matter expert.
• Required Qualifications
• Education: High school or GED.
• Experience: 3-5 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, with the ability to work under tight timeframes and deadlines, while maintaining a high degree of accuracy.
• Effective written and verbal communication skills.
• Demonstrated ability to research and resolve issues, with analytical and problem-solving skills.
• Ability to build and maintain strong, positive relationships and influence others without having direct leadership accountability.

Requirements

• Familiarity with Alternative Investments.
• Financial services industry experience.
• Experience with Ameriprise customer policies and procedures.
• 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).
• In-Office Collaboration
• Base Pay Salary
• Full-Time/Part-Time
• Full time
• Exempt/Non-Exempt
• Non-Exempt
• Job Family Group
• Business Support & Operations
• Line of Business
• CLEAR Clearing

Benefits

Additional Information

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 We have an exciting opportunity for an Operations Coach to join our Alternative Investments team at Ameriprise! In this role, you will provide guidance, coaching, and indirect leadership to peers on operational processes, policies, and techniques related to transaction requests and inquiries from advisors, clients, and business partners. You will research and respond to complex issues, resolving problems as needed. Additionally, you will support quality management processes and serve as a subject matter expert for various business-driven initiatives. This role ensures that all transactions are processed in accordance with industry regulations and internal compliance procedures.

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