Description
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Key Responsibilities
- Process field member RP/delegate assignment changes. Monitor the Field Regulatory Ops mailbox and respond to questions from field RPs and SRRMs.
- Process manual supervision fees adjustments to franchise advisor compensation statements. Calculate new franchise advisor supervision fees. Support mid-year and year-end franchise advisor supervision fee recalculation processes. Support annual supervision fees planning process. Monitor Supervision Fees mailbox and respond to questions from field RPs, SRRMs and franchise advisors.
- Conduct policy monitoring for field leader compensation sharing, team practice RPs, AFG RP OSJ ratios.
- Track field residential supervisory locations.
- Follow up with field RPs for unclaimed property.
- Provide analytical support and reporting to Supervision and AFG Region leadership to help manage the processes for AFG RP changes.
- Provide leadership for internal and cross organizational Lean initiatives to identify process improvements and help drive innovation.
- Provide back-up support to teammates on other processes as needed.
- Support other miscellaneous operational and administrative activities.
Required Qualifications
- Excellent, demonstrated written and verbal communication skills.
- Proven analytical skills.
- Excellent organizational skills and attention to detail.
- Flexible and comfortable working under deadlines able to prioritize work.
- Ability to work independently, in a team environment, and cross organizationally.
- Proactive, takes the initiative.
- Bachelors' degree or equivalent.
- Relevant Experience Required - 3 to 5 years minimum
- Experience with project analysis and/or project management.
- High level skill with Excel ability to easily learn proprietary software
Preferred Qualifications
- Knowledge of the Ameriprise field organization.
- Proficient with Microsoft Office Suite
We're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing 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 Services, 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.
About Our Company
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.
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