Advice and Wealth Management Products and Business Solutions Intern

Ameriprise Financial; Minneapolis (MN); Hybrid; USD 33,000 - 45,000; Full time

Job summary

Ameriprise Financial’s Internship Program offers meaningful work in a Fortune 500 company within the Financial Services industry. You will engage with Wealth Management Solutions and Banking, gain insights from executives, and contribute to real projects in a collaborative, in-person environment.

We value client focus, integrity, excellence, and respect. The program emphasizes hands-on learning, networking, and exposure to leadership through the ELT Speaker Series and volunteering initiatives,

Qualifications

• Current junior pursuing a bachelor's degree in Finance, Business Management, Business Analytics, Economics, or a related field.
• Demonstrated leadership through academics, work, or activities.
• Excellent organizational, written, verbal, and presentation skills.

Responsibilities

• Identify opportunities to improve processes and recommend solutions to enhance efficiency and stakeholder experience.
• Develop, maintain, and deliver business reporting, dashboards, and analytical insights for decision-making.
• Track project milestones, risks, and issues and coordinate with stakeholders for timely resolution.
• Conduct market and competitive research and present findings to business leaders.
• Support internal reporting capabilities through data analysis and process improvements.
• Assist with annual product due diligence and prepare materials for review and approval.
• Collaborate with cross-functional partners to gather requirements and support strategic initiatives.
• Prepare presentations and executive summaries for leadership audiences.
• Participate in special projects exposing you to strategy, operations, analytics, product management, and planning.

Skills

Leadership

Organizational skills

Communication skills

Analytical mindset

Microsoft Office

Education

Pursuing bachelor’s degree in Finance, Business Analytics, Economics, or related field

Tools

Excel

PowerPoint

Word

Outlook

Job description

About Our CompanyWe’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.Job DescriptionAt Ameriprise Financial, we're committed to helping early-career talent grow through meaningful work and practical learning. Whether you're joining us as an Intern or Leadership Development Program participant, you'll work alongside experienced colleagues, contribute fresh perspectives, and gain exposure to the people, projects, and experiences that drive our business forward. Guided by our values of excellence in all we do and respect for individuals and our communities, participants will have opportunities to connect with Executive Leadership through our ELT Speaker Series, gaining insights from senior leaders across the business, while also making a positive impact through our annual volunteering day.Our program is guided by values of being client focused, acting with integrity always, striving for excellence in all we do, and showing respect for individuals and our communities. Participants will have the opportunity to engage with senior leaders through our Executive Leadership Team (ELT) Speaker Series, gaining valuable business insights and career perspectives, while also giving back through our annual volunteering day, supporting the communities in which we live and work.This is an exciting opportunity to develop your skills, expand your network, and explore what's possible across a global financial services organization.About the Role:Our Internship Program offers meaningful work in a FORTUNE 500 company within the Financial Services industry. Advice & Wealth Management works toward providing a best-in-class client and advisor experience, while also making sure our products and services create a competitive advantage for Ameriprise. Departments include Wealth Management Solutions, Banking & Cash Solutions and Supervision & Risk Mitigation.Depending on assigned projects and business needs, responsibilities may include:Identifying opportunities to improve existing processes and recommending solutions that enhance efficiency, effectiveness, and the overall stakeholder experience.Developing, maintaining, and delivering business reporting, dashboards, and analytical insights to support decision-making.Tracking project milestones, risks, and issues, and partnering with stakeholders to facilitate timely resolution.Conducting market and competitive research and presenting findings and recommendations to business leaders.Supporting the development and enhancement of internal reporting capabilities through data analysis, documentation, and process improvements.Evaluating client- and advisor-facing programs by analyzing performance metrics, assessing effectiveness, and identifying opportunities for optimization.Assisting with annual product due diligence activities, including researching platform offerings, validating adherence to established standards, and preparing materials for product committee review and approval.Collaborating with cross-functional partners to gather requirements, analyze business challenges, and support strategic initiatives.Preparing presentations, executive summaries, and recommendations for leadership audiences.Participating in special projects that provide exposure to business strategy, operations, analytics, product management, and organizational planning.Required Qualifications:Current junior pursuing a bachelor's degree at an accredited four-year college or university in Finance, Business Management, Business Analytics, Economics, or a related field.Expected graduation date between December 2027 and Spring 2028.Demonstrated leadership experience through academic, professional, athletic, volunteer, or extracurricular activities.Preferred Qualifications:High level of self-motivation, initiative, and accountability, with a strong commitment to integrity and ethical decision-making.Excellent organizational skills with the ability to manage multiple priorities, meet deadlines, and adapt in a fast-paced environment.Strong written, verbal, and presentation communication skills.Proven ability to collaborate effectively with diverse teams and build constructive working relationships.Analytical mindset with strong problem-solving and critical-thinking abilities.Proficiency with Microsoft Office applications, including Excel, PowerPoint, Word, and Outlook.Demonstrated curiosity, willingness to learn, and a desire to contribute to business outcomes.Experience leading projects, teams, student organizations, or community initiatives is a plus.Additional InformationThe company does not offer corporate undergraduate internships for students with F-1 visas.In-Office CollaborationWe 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 processBase Pay SalaryThe estimated hourly salary range for this role is $28.50. 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.Full-Time/Part-TimeFull timeExempt/Non-ExemptNon-ExemptJob Family GroupHuman CapitalLine of BusinessAWMBD Advice and Wealth Mgmt and Business DevelopmentAmeriprise 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.