Manager - Field Operations and Engagement at Ameriprise… · Charlotte

Manager - Field Operations and Engagement Location: Minneapolis, Minnesota 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 The Manager – Field Operations and Engagement plays a critical role in driving operational excellence and supporting business growth for the Ameriprise Financial Institution Group (AFIG). This position provides leadership, operational and strategic oversight to deliver business outcomes and results. Working closely with advisors, staff, and AFIG channel leadership, this role ensures seamless client service delivery through effective systems, processes, and team leadership. This role is responsible for overall AFIG channel activity and execution of growth strategies, including managing a team to achieve business goals and deliver measurable results. Key Responsibilities Business Operations & Strategy Execution Lead initiatives that drive revenue growth, enhance client experience, and improve operational efficiency. Align resources to support key performance metrics, including client acquisition, GDC, net flows, retention, and digital adoption. Partner with AFIG leadership, advisors, and staff to operationalize business priorities. Support client acquisition strategies through structured tracking and impact analysis. Operational Oversight & Engagement Oversee activities that support business results, revenue growth, and client experience. Monitor and analyze performance metrics to identify next best actions and continuous improvement opportunities. Partner with compliance teams to ensure training and regulatory standards are met. Drive change management through effective communication, training, and coaching. Team Leadership & Talent Development Conduct regular one-on-ones and team meetings to foster engagement and development. Provide leadership, coaching, mentoring, and performance management for direct reports. Collaborate with senior operations leadership to determine staffing needs and allocate resources. Champion a culture of coaching, mentoring, and continuous improvement. Support onboarding of advisors and staff for large financial institutions, ensuring an exceptional experience. Required Qualifications Bachelor’s degree or equivalent experience. 5–7 years of relevant experience. Ability to manage multiple priorities in a fast-paced environment with minimal supervision. Strong organizational, analytical, and time management skills. Excellent written and verbal communication skills; proven ability to motivate teams and deliver results. Proficiency in business software applications. Ability to work in Corporate office or AAG Field; some travel required. Preferred Qualifications Financial services operational experience. Experience in project management and implementation. Series 7 license. 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 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 - $110,300/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 AFIG Ameriprise Financial Institutions Group 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. Additional Locations: Charlotte, North Carolina, San Antonio, Texas