Act as an extension of the SVP, Chief Operation Office of the Wealth Management Advisor Group organization (COO) to help operate the business, prioritize work, and ensure readiness for key meetings, decisions and communications.
Develop agendas and content for key meetings hosted by SVP and for the broader Wealth Management Advisor Group, as assigned. Create deliverable tracking and templates as applicable.
Work with partners to create consistency of IO process, business updates, annual business plans, etc. Help run business operations as assigned by COO. Initiate activities to maximize organizational effectiveness such as driving process improvements
Act as the BU [Risk expert / BUCL]
Partner with HR to oversee and implement business specific people strategies, including leader/employee engagement survey results, recognition, development, and other projects as assigned
Required Qualifications
Ability to work independently with undefined processes, tight deadlines and frequently changing priorities.
Strong communication skills to work all levels of the organization, represent the senior leader with both corporate and field leadership
Demonstrated strength in influencing at all levels and building effective relationships in order to work collaboratively across diverse units/staff functions.
Demonstrated ability to work under pressure with undefined processes, tight deadlines and frequently changing priorities.
Strong analytical and problem solving skills to analyze data/information and form conclusions.
Ability to handle confidential or sensitive information with discretion.
Bachelors degree or equivalent
7-10 years relevant experience required
Requirements
Proven project management skills to maintain order and ensure deadlines are met.
Experience working with the field in a relevant capacity
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
The estimated base salary for this role is $
Benefits
Vision insurance
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
Provide strategic business-focused support to an organizational leader in the following areas: business planning, operations planning, communications, and other key initiatives to proactively drive agenda for senior leader. Function as an extension of the leader and frequently represent the senior leader through meetings or personal interactions.