Boston
Description
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Key Responsibilities
- Lead the Accounting and Tax department to ensure timely and high-quality delivery of service daily to internal and external clients while establishing and maintaining a control structure that limits the risk of financial losses and audit findings
- Serve as Treasurer of the Columbia Funds and act as single point of contact for the Columbia Funds audit committee(s). Serve as chairperson of the Valuation Committee for Columbia Management Investment Advisors
- Provide strategic direction for the Accounting and Tax departments and adapt strategies to changing circumstances as required. Scan the external environment for new regulations and assess the impact on our investment products and our operations. Clearly communicate the strategic direction of the Accounting and Tax department to the team and key partners
- Evaluate transformational opportunities and execute on those that will deliver value from an efficiency and effectiveness perspective
- Provide management and oversight of key vendors for the Global Accounting and Tax department
- Direct the execution of regulatory reports, audited financial statements, project leadership and business analysis and system support. Serve as single point of contact for internal and external auditors
- Lead projects as assigned, on time and within budget, including cross team/department projects as required
- Partner with teams across Global Operations & Investor Services to deliver on Columbia Threadneedle's client priorities
- Ensure effective controls are in place to proactively manage risk and remain in compliance with company policies and procedures
- Manage the budget for areas of responsibility and work to identify and solve potential challenges and opportunities
Required Qualifications
- 10+ years experience in asset management / securities business, preferably in operations
- Experience leading large multi-location operations teams
Desired Qualifications
- Advanced understanding of financial instruments across asset classes
- Comprehensive knowledge of investment products and services, securities processing, and information technology
- Ability to influence change and outcomes with senior leaders outside reporting lines/department ability to maintain strong working partnerships
- Ability to present effectively to senior leadership and boards
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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