Job DescriptionProvide strategic direction for all Wealth Management Solutions (WMS) product training and initiatives. Lead the development, enhancement and execution of product training programs to provide necessary content to users with the purpose of assisting/driving product sales across sales consultants, advisors and related staff. Partner with Corporate and Product Marketing/Communications, Product Management, Sales Consulting, Field Training/Implementation and other teams across Ameriprise to determine development needs and maintain close alignment across to ensure flawless execution and strong experience. Participate in strategic forums as a WMS subject-matter expert with senior and executive leaders across the Company to provide learning, development thought leadership and perspective as it relates to Products.Responsibilities* Direct the execution of the WMS Product training and event program strategy and content delivery plan. Work with WMS Product Management, Corporate and Product Marketing/Communications, Field Training, Field Implementation and other stakeholders to define one overall integrated strategy and implementation plan to drive and assist product sales and development strategies for Advisors, internal/external sales consultants and related staff. Represent WMS in key cross-functional training and field initiatives. * Build strategic partnerships across Ameriprise (e.g. Product Management, Corporate/Product Marketing and Communications, Field Training and Implementation, etc.) to understand and to identify developmental needs. Recommend and build out training and learning strategies and solutions. Provide early and on-going learning and development perspective and thought leadership across all new product projects and initiatives, launches, campaigns, strategic changes in business process and the adoption of new technology as it relates to products. * Ensure ongoing alignment of training program scope, resourcing and timelines between key partners and training team. Prioritize work and re-align as necessary. Drive flawless execution of projects on-time, with excellence in quality and compliance and within budget and on brand standards. * Lead team to develop, manage, and continually improve training content, requirements and process. Drive the approach and adaptation of state-of-the-art training and knowledge management technology to optimize learning. * Develop metrics and monitor results of all training programs, conferences/events and initiatives. Evaluate program effectiveness and revise training plans accordingly. * Work across Ameriprise to identify vendors with unique training technology or skills development processes, negotiate contracts and manage accountability of these vendors. * Provide leadership to the training team including goal and development plan creation, one on ones, performance management etc.Required Qualifications* Bachelor's degree in business or other relevant field or equivalent.* Active series 7 and 24 FINRA licenses or the ability to obtain within a defined period of time.* 10+ years of relevant experience in training, including successful development and implementation in the financial services industry.* 5+ years of demonstrated experience in people leadership.* Deep understanding of the financial services industry and products leadership.* Demonstrated strategic and innovative thought leadership with the ability to translate to tactical implementation. Ability to conduct gap analysis of existing content, identify sections that need a greater depth of material, remove outdated material, and develop content to address identified gaps. * Understanding of Virtual Classroom user experience, especially as it pertains to adult learning and remote virtual learning experience. Passion for creating great training with actionable knowledge of the digital landscape, including current industry and user trends, emerging technologies, and standards.* Strong verbal and written communications skills. * Proven track record in leading cross organization initiatives and working all levels of the organization to drive results; demonstrated ability to work in a matrixed organization.* Strong attention to details, including excellent project management skills to maintain order and ensure deadlines are met.* Strong business judgment and problem-solving skills, ability to identify and develop compelling solutions and recommendations.Preferred Qualifications* Advanced degree (e.g. MBA)* Excellent understanding of various facets of the Ameriprise organization, including insight into various business units and the field organization. * Experience operating within a Salesforce CRM environmentAbout Our CompanyWith the right company, life can be brilliant. At Ameriprise, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You'll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial.We are an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic. The EEO is the Law poster is available here.VEVRAA Federal ContractorWe request Priority Protected Veteran & Disabled Referrals for all of our locations within the state.

Job DescriptionThe purpose of this position is to support and influence business units \u0026 group functions to define, analyze, build \u0026 deliver value-added CRM solutions. The role will maintain Business Intelligence tools inclusive of Salesforce.com, Marketing Cloud and Tableau dashboards to provide leaders consistent, accurate insight to make strategic business decisions, meet regulatory requirements and execute on business opportunities.Responsibilities* Drive CRM roadmap and enhancements to ensure they meet the strategic goals of the business* Assist with project execution by providing input to business requirements, test plans, and implementation plans* Act as a liaison between business leaders, staff and utility functions in order to drive knowledge transfer* Communicate action plans, status and priorities to appropriate partners* Manage all processes that impact / relate to Salesforce.com and handle all on-going customization/ alteration of the system* Proactively seek out and identify needed system changes* Continually seek ways to further enhance the end-user experience* Assist with performing user acceptance testing and ensure the test results meet defined criteria in order to meet the business objectives* Document standard operating procedures and process flows for the organization to reference* Perform statistical analysis, modeling, and other quantitative techniques in order to answer business questions, assess business issues and/or recommend courses of action to meet business objectives* Be the company SME on Salesforce.comRequired Qualifications* Bachelor's degree or equivalent.* 5-7 years of relevant experience.* In-depth knowledge of the standard capabilities of Salesforce.com including hands-on Salesforce.com (SFDC) administrative / configuration / implementation experience and/or integration with external systems.* Ability to understand business needs, translate them to technical requirements and deliver value-added solutions.* Strong organization, time management and follow-up skills.* Excellent verbal and written communication skills, with the ability to interact and effectively communicate with both technical and non-technical professionals.* Ability to build strong internal relationships and work in a collaborative environment.* Advanced Excel skills.Preferred QualificationsThe ideal candidate for this position must possess:* Solid Salesforce.com skills and ideally, understand the general concepts of Customer Relationship Management (CRM).* Prior Business Analyst experience and Salesforce Administration experience within Financial Services Industries.* The ability to apply technical knowledge to support the strategic plan lead by the PMO Office.* The ability to demonstrate self-sufficiency with accessing, processing and interpreting information.* Strong analytical, quantitative and problem-solving skills.* The ability to lead, influence, communicate and interact with people of all levels across the organization and external partners as required.About Our CompanyColumbia Threadneedle Investments is a leading global asset management group that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world. With more than 2000 people including over 450 investment professionals based in North America, Europe and Asia, we manage over $400 billion of assets (as of May 2018) across developed and emerging market equities, fixed income, asset allocation solutions and alternatives. Our priority is the investment success of our clients. We know investors want strong and repeatable risk-adjusted returns and we aim to deliver this through an active and consistent investment approach that is team-based, risk-aware and performance-driven.We are an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic. The EEO is the Law poster is available here.VEVRAA Federal ContractorWe request Priority Protected Veteran & Disabled Referrals for all of our locations within the state.

Job DescriptionSupport complex enterprise architectures by developing and implementing detailed design, configuration and engineering strategies/solutions for one or more technologies within assigned technical area of expertise. Ensure capability, flexibility, scalability, performance and reliability objectives are met or exceeded for a variety of small to mid-size projects. In collaboration with the team and vendor/contractor resources, ensure viable designs, flawless execution, and seamless transition into the production environment.ResponsibilitiesMajor Areas of Accountability:Design ~~ Delivery & Documentation ~~ Leadership & Partnerships ~~ Project Support ~~ Analysis & Problem Solving ~~ Processes, Standards & Best Practices ~~ Continuous LearningIndependently perform moderately difficult assignments in the design, detailed configuration, integration and support of existing and future technologies within assigned technical area of expertise. Plan, design, review and approve robust, stable, scalable and manageable designs. Perform problem diagnosis, initiate problem resolution and provide ongoing life-cycle support for technology deployments and upgrades. Periodically assist in the procurement, configuration, and integration of new technologies. Provide on-call support.Create and maintain documentation of detailed design documents,diagrams, engineering specifications, build changes, models, troubleshooting and support guides, systems metrics, and overall project information (including key deliverables). Responsible for the technical correctness and completeness of engineering designs and artifacts. Ensure that build activities are completed per engineering diagrams that were drafted and approved for the project. Redirect build activities as needed.Manage effective relationships and work in partnership with leadership, team members, vendors, and contractors to deliver robust technical solutions ensuring service level commitments and project time lines are maintained. Provide technical expertise, direction and prioritization of work to team members ensuring successful project implementation and outstanding service delivery. Mentor, coach and contribute to the development of peers and other team members as appropriate.Collaborate with team members to ensure project scoping activities are aligned with architectural objectives. Utilize performance data and historical metrics to effectively: plan for growth needs; plan upgrades, migrations, optimizations and new implementations; identify and resolve efficiency issues; and improve overall functionality. Manage hand-over of design solutions and provide multi-faceted testing support and validation prior to the final release of new and upgraded technologies.Recommend, deploy and document design strategies and solutions for software/hardware/network engineering problems, based upon comprehensive and thoughtful analysis of business goals, objectives, requirements and existing technologies. Independently identify key issues, patterns and deviations. Recommend robust solutions utilizing pragmatic judgment, creativity, and in-depth technical knowledge and evaluation to comprehensively meet the needs of the business.Participate and provide input into the continual refinement of processes, policies and best practices to ensure optimal performance and availability of technologies. Promote reuse and develop consistent technical build, implementation and support processes. Validate -- and adhere to -- defined standards. Ensure ongoing improvements align with existing process and service management principles and Systems Development Life Cycle (SDLC) methodologies.Continuously develop specialized knowledge and technical subject matter expertise by remaining apprised of industry trends, the direction of emerging technologies, and their potential value to the business. Effectively present the value proposition of business-appropriate emerging technologies to technology leadership.Required QualificationsBachelors degree or equivalent (4-years) in Computer Science, Engineering or related field; or equivalent work experience.5-7 years of relevant experience required.5-7+ years of experience and proven engineering expertise within subject matter domain.Strong analytical and customer service abilities.Ability to communicate and articulate technical information across various organizational levels.Strong thought leadership abilities and a highly innovative problem solver.High reasoning aptitude and ability to quickly understand a complex operating environments.Preferred Qualifications5+ years of experience and proven engineering expertise in designing and implementing resilient, high-performing solutions with a focus on instant messaging, desktop video and web conferencing, including specific, relevant experience with Microsoft Skype for Business and Microsoft Teams.Financial Services industry specific knowledge that includes a working knowledge of industry standards.Preferred certification in ITIL Foundation.Strong written and verbal communication skills with the ability to translate technical information to non-technical audiences and vice versa.Excellent problem detection and determination skills in multiple functional infrastructure/application areas.Subject matter experience in:Skype for Business OnlineMicrosoft TeamsSkype and Teams Mobile PlatformsOffice 365 GroupsZoom integrationOffice 365 Security and Compliance Center, and Exchange Administration Center for compliance archiving and retentionCall Quality Dashboard, Office 365 Adoption (PowerBI), and other tools used for analytics and adoption metricsPhone System, Audio Conferencing, and Calling PlansEnterprise VoiceFederationPolycom RealConnect integrationSession Border Controllers/GatewaysIntegration with Cisco Unified Communications ManagerSIP Trunk ConfigurationTechnical Certifications:Microsoft 365 Certified: Teamwork AdministratorMicrosoft Certified Solutions Expert (MCSE): ProductivityAbout Our CompanyAmeriprise Technology is a team of professionals who provide Technology solutions across the company. This includes corporate computing, network infrastructure solutions and security for the entire firm. Being part of our team also means partnering across the business to enable technology solutions and engaging digital experiences for clients, advisors, and employees. Our mission is to create technology that is reliable, simple, integrated and secure. We provide the tools, resources and support to help you forge a career that delivers more of what you want: recognition, rewards and work that makes a difference.We are an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic. The EEO is the Law poster is available here.VEVRAA Federal ContractorWe request Priority Protected Veteran & Disabled Referrals for all of our locations within the state.