Sr Operations Professional

Managed Account Operations Specialist

Independently review and process requests and audits for Managed Account operations according to department policy and procedures. Ensure comprehensive and seamless operations for all transaction requests and product types with minimal direction through various processing systems. Work with both internal and external business partners to research and resolve issues in an accurate and timely manner. Ensure processing of transactions follow industry rules/regulations and internal compliance procedures.

Key Responsibilities

• Independently review and process requests and audits for Managed Account operations in an accurate, timely and compliant manner.
• Work with appropriate internal and external business partners to research and resolve issues, troubleshoot and provide seamless service. Identify process improvements and partner with appropriate resources to implement solutions.
• Utilize various computer applications to provide operational processing information and take action as appropriate. Provide support to other organization members as necessary.

Required Qualifications

• Education: High school or GED.
• Experience: 1-3 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.
• Previous operations, processing, or customer service experience.
• Ability to research and resolve problems.
• Demonstrated ability to manage multiple priorities in a fast-paced, results-driven transaction-based environment.
• Demonstrated understanding of company and industry regulatory requirements.
• Strong written and verbal communication skills.
• Strong attention to detail including demonstrated ability to meet accuracy standards in a high-volume processing situation.

Preferred Qualifications

• Managed Accounts or financial industry experience.
• Understanding of Envestnet, Thomson, BETA, COLA, APL, and various other internal systems.

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).

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.

The estimated annual salary for this role is $44,400 - $61,100. 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.

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.