Job Description

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.

Ameriprise Financial is seeking a Senior Finance Manager to join the LFO team. In this role, you will lead a team providing financial support to multiple business lines within the Advice & Wealth Management segment. Key projects include overseeing annual budgeting and forecasting processes, conducting month-end reporting and variance analysis, and evaluating strategic initiatives. You will partner with senior leaders to review performance, forecast results, and assess business strategies to ensure alignment with enterprise goals. Responsibilities also involve maintaining familiarity with underlying data sources and controls, actively managing data change processes, and leading projects that enhance reporting and decision support capabilities.

Key Responsibilities

• Lead the forecasting and planning process for the advisor field business line. Drive decisions to improve forecast effectiveness and model forward-looking metrics and financial outcomes. Provide decision support for strategic initiatives by quantifying financial impacts, evaluating multiple scenarios, and recommending actions aligned to business goals.

• Deliver reporting and performance insights around monthly results. Develop Sr. Leader level commentary to call out key trends and help identify potential issues that the Business can address. Influence business partner relationships to deliver results.

• Look for opportunities to enhance and improve efficiencies of reporting and processes. Owning end-to-end project and process development (roles/responsibilities, consolidation of inputs, issue resolution) and leading change management to improve operating routines and efficiency.

• Lead and develop a team of two Senior Financial Analysts through coaching, prioritization, and day-to-day support; ensure appropriate controls, data integrity, and risk mitigation in all deliverables.

Required Qualifications

• Bachelor's degree (or equivalent) in Finance or a quantitative field

• 7-10 years of experience

• Experience doing complex financial modeling and financial presentations

• Ability to communicate at all levels of leadership.

• Leadership experience, direct or indirect, and ability to directly manage others.

Preferred Qualifications

• MBA or other advanced degree/certification

In-Office Collaboration

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. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Visa Sponsorship

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 $107,000- $147,100/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

Finance

Line of Business

FIN Finance

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.