Job DescriptionManage operational structures/processes that support the business objectives. Responsible for leadership of branch staff, direct practice support for one or more advisors, and provide financial management/reporting and related tasks. Work directly with both employee advisors and the branch office leader and use the client relationship model and turnkey tools to assist advisors in serving clients.ResponsibilitiesLead/Manage activities that support business results, revenue growth, client experience & efficiencies in practice. Align/manage resources to achieve results for Organic: HVCA, GDC & Net Flows, Plans, Retention & DCM. Support producer growth strategy through design/execution of effective systems & structure. Execute on a support team strategy around client acquisition via an effective structure, tracking & impact. partner with BM to ensure Advisor business plans are completed/filed and marketing events are entered in Contact Mgr. Seminars are tracked & reported.Assist advisors/BM in servicing clients including preparing financial plans, conduct investment research & complete trades and transactions. Prepare & summarize client meetings by scheduling & confirming meetings, entering data into Contact Manager, creating agenda & summary of meeting, escorting clients to advisors & providing follow-up. Prepare & ensure new business paperwork processes successfully (prepare forms, obtain signatures, etc.). Provide general administrative duties (answering phones, processing reports, prepare correspondence, et-up files,etc.).Lead/Manage foundational functions. Operational support (determine & realign leadership & staff needs). Create, manage, track & analyze reports & branch vitals (occupancy & future needs). Review advisor exp reports, Branch P&L, budgeting & problem solving, reporting/correcting errors, identify & implement exp reduction opps. Partner with RRS to ensure compliance support is established & assess & close training needs. Lead real estate & facilities, Conduct Pride of Place surveys. Ensure Single Office Policy implemented, annual service pkg & Customer Solutions Center utilization.Human resource management. Staff all non-sales position openings, on-board, train & performance management. Provide, lead & participate in leadership, coaching, mentoring & performance management for directs. partner with Sr Operations Leader & RDO to determine staffing needs; request, hire and allocate staff. Conduct 1:1s with staff. Execute on staff development program and host monthly meetings with team.Required Qualifications* Bachelors degree or equivalent.* 5 - 7 Relevant Experience Required.* Series 7 or ability to obtain within 150 days.* State securities agent registration (S63 or S66) or ability to obtain within 150 days.* State IAR registration (S65 or S66) or ability to obtain within 150 days.* Life, Accident, and Health licenses or ability to obtain within 150 days.* Previous successful supervisory experience including knowledge of HR policies and labor laws.* Excellent written and verbal communication skills; demonstrated ability to motivate team members to delivery results.* Ability to manage multiple priorities in a fast paced environment with little or no supervision and strong organizational/time management skills* Able to communicate with all levels within the organization.* Detail orientated, strong math, and analytical skills. Good organization and time management skills.* Process oriented and can work with a team. Proficient with standard business software applications.About 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 DescriptionReporting to the Global Head of Operations, the Global Head of Business Change drives strategy, execution and governance of strategic and tactical initiatives prioritized by Columbia Threadneedle Investments Senior Leadership. In this role, you will manage on a global basis, the annual, multi-million dollar change delivery agenda to execute to plan (scope, cost and schedule). You will be responsible for sourcing and managing the resources to deliver the program agenda, including managing relationships with third party vendors and partners who provide non-employee resources and support. Ultimately this position will lead in executing strategic initiatives across Columbia Threadneedle Investments as well as interface with Ameriprise Financial, the parent organization. This position will maintain a strategic roadmap for change but will also influence the business to make key decisions about what the change agenda will be. Work engagements include a combination of product, systems and general operating model change with an emphasis on enhanced and streamlined technology. Ultimately this person will increase our subject matter expertise and efficiency of our business architecture and program management and will build strong relationships with key stakeholders.ResponsibilitiesThis position will have 4-8 direct reports and be responsible indirectly for approximately a 100-person team globally, including contractor and vendor resources. As a result, the location of this position could be Minneapolis, Boston or London and will be expected to have significant travel. The ideal candidate will be knowledgeable in the securities industry, preferably asset management, and will work collaboratively across the enterprise and among Senior Leadership.This position will have a significant impact on Columbia Threadneedle Investments in the way we execute projects as a highly valued enterprise asset thus enabling optimal business architecture design and efficiency quality and agility-for the benefit of our organization.Specific Responsibilities* Ensure the global change delivery capability is fit for purpose by evaluating it in conjunction with the management team, delivery partners and customer stakeholders. Consider and adjust the structure, approach and capabilities of the change delivery function. Seek customer feedback to help focus improvements on an ongoing basis.* Drive the investment planning process for Columbia Threadneedle. Interact directly with Executive Leadership Team at CTI and Ameriprise to guide decision making, allocate resources and solve complex problems supported by the right analysis and stakeholder inputs. Engage in industry forums to identify and support innovation at Columbia Threadneedle.* Lead a team of seasoned business architects and other relevant stakeholders to consider solutioning in the context of the current and target global architecture, analyzing and making decisions regarding the most effective design for implementation of systems changes and associated operating model changes. This team will have significant expertise in asset management or financial services, business operations and technology applications and will partner with business and technology leaders.* Establish and lead centers of excellence (COE) to drive standards and competence in key change functions, covering project management, requirements capture, solutioning and testing. By driving suitable best practices, these COE functions will support various aspects of the delivery lifecycle in achieving a structured and consistent approach.* Tailor the execution approach for each program according to size, complexity and type of change, delivering the expected outcomes with high quality and efficiency. Design and implement standards for consistent program management, reporting and governance.* Develop and execute a resourcing strategy that leverages an appropriate mix of internal and external resources able to drive highly effective and cost-effective execution of programs. The resourcing strategy should also support knowledge retention, relationship building and the alignment of best fit competences to the work in hand.* Build strong, highly engaged teams with a culture of client support and a focus on maintaining key controls. Maintain relevant expertise locally while leveraging cost-effective locations to manage efficiency goals.Required QualificationsSpecific qualifications will include:* 10+ years of securities industry experience, preferably asset management and knowledge/leadership of business processes and technology* Demonstrated experience and success as a change agent, including leading large, global change initiatives* Ability and confidence to influence executive leadership with credibility based on experience* Proven ability to execute well in a fast-paced and challenging business, large consulting firm experience preferred* Proven ability to build a talented team that gets the job done with positive and engaging leadership* Excellent communication and influencing skills and ability to navigate all levels of an organization to drive decision-making and execution* Bachelor's degree, master's preferredPreferred QualificationsThe successful candidate is an experienced, confident leader who is comfortable and effective at all levels of the organization. The ideal candidate is approachable and effective operating in a team-oriented culture. The ideal candidate possesses the following characteristics:* Strong business knowledge in Financial Services, preferably asset management. A good all-around knowledge of solutioning including technology, business process, organization and data architecture is required.* A broad, enterprise-wide view of the business; appreciation for strategy, processes and capabilities, enabling technologies and governance.* Highly effective communication and negotiation skills, including ability to gain acceptance on approach or point of view-at with employees at all levels of the organization.* Capable of influencing key stakeholders across the organization and having a meaningful impact on the strategic direction of Columbia Threadneedle investments.* Known for building and fostering strong relationships with business partners and could influence upward and across a large organization.About Our CompanyAbout Columbia Threadneedle InvestmentsColumbia 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 DescriptionReporting to the Global Head of Operations, the Global Head of Business Change drives strategy, execution and governance of strategic and tactical initiatives prioritized by Columbia Threadneedle Investments Senior Leadership. In this role, you will manage on a global basis, the annual, multi-million dollar change delivery agenda to execute to plan (scope, cost and schedule). You will be responsible for sourcing and managing the resources to deliver the program agenda, including managing relationships with third party vendors and partners who provide non-employee resources and support. Ultimately this position will lead in executing strategic initiatives across Columbia Threadneedle Investments as well as interface with Ameriprise Financial, the parent organization. This position will maintain a strategic roadmap for change but will also influence the business to make key decisions about what the change agenda will be. Work engagements include a combination of product, systems and general operating model change with an emphasis on enhanced and streamlined technology. Ultimately this person will increase our subject matter expertise and efficiency of our business architecture and program management and will build strong relationships with key stakeholders.ResponsibilitiesThis position will have 4-8 direct reports and be responsible indirectly for approximately a 100-person team globally, including contractor and vendor resources. As a result, the location of this position could be Minneapolis, Boston or London and will be expected to have significant travel. The ideal candidate will be knowledgeable in the securities industry, preferably asset management, and will work collaboratively across the enterprise and among Senior Leadership.This position will have a significant impact on Columbia Threadneedle Investments in the way we execute projects as a highly valued enterprise asset thus enabling optimal business architecture design and efficiency quality and agility-for the benefit of our organization.Specific Responsibilities* Ensure the global change delivery capability is fit for purpose by evaluating it in conjunction with the management team, delivery partners and customer stakeholders. Consider and adjust the structure, approach and capabilities of the change delivery function. Seek customer feedback to help focus improvements on an ongoing basis.* Drive the investment planning process for Columbia Threadneedle. Interact directly with Executive Leadership Team at CTI and Ameriprise to guide decision making, allocate resources and solve complex problems supported by the right analysis and stakeholder inputs. Engage in industry forums to identify and support innovation at Columbia Threadneedle.* Lead a team of seasoned business architects and other relevant stakeholders to consider solutioning in the context of the current and target global architecture, analyzing and making decisions regarding the most effective design for implementation of systems changes and associated operating model changes. This team will have significant expertise in asset management or financial services, business operations and technology applications and will partner with business and technology leaders.* Establish and lead centers of excellence (COE) to drive standards and competence in key change functions, covering project management, requirements capture, solutioning and testing. By driving suitable best practices, these COE functions will support various aspects of the delivery lifecycle in achieving a structured and consistent approach.* Tailor the execution approach for each program according to size, complexity and type of change, delivering the expected outcomes with high quality and efficiency. Design and implement standards for consistent program management, reporting and governance.* Develop and execute a resourcing strategy that leverages an appropriate mix of internal and external resources able to drive highly effective and cost-effective execution of programs. The resourcing strategy should also support knowledge retention, relationship building and the alignment of best fit competences to the work in hand.* Build strong, highly engaged teams with a culture of client support and a focus on maintaining key controls. Maintain relevant expertise locally while leveraging cost-effective locations to manage efficiency goals.Required QualificationsSpecific qualifications will include:* 10+ years of securities industry experience, preferably asset management and knowledge/leadership of business processes and technology* Demonstrated experience and success as a change agent, including leading large, global change initiatives* Ability and confidence to influence executive leadership with credibility based on experience* Proven ability to execute well in a fast-paced and challenging business, large consulting firm experience preferred* Proven ability to build a talented team that gets the job done with positive and engaging leadership* Excellent communication and influencing skills and ability to navigate all levels of an organization to drive decision-making and execution* Bachelor's degree, master's preferredPreferred QualificationsThe successful candidate is an experienced, confident leader who is comfortable and effective at all levels of the organization. The ideal candidate is approachable and effective operating in a team-oriented culture. The ideal candidate possesses the following characteristics:* Strong business knowledge in Financial Services, preferably asset management. A good all-around knowledge of solutioning including technology, business process, organization and data architecture is required.* A broad, enterprise-wide view of the business; appreciation for strategy, processes and capabilities, enabling technologies and governance.* Highly effective communication and negotiation skills, including ability to gain acceptance on approach or point of view-at with employees at all levels of the organization.* Capable of influencing key stakeholders across the organization and having a meaningful impact on the strategic direction of Columbia Threadneedle investments.* Known for building and fostering strong relationships with business partners and could influence upward and across a large organization.About Our CompanyAbout Columbia Threadneedle InvestmentsColumbia 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.