Director of Planning and Administration

Ameriprise Financial Services, LLC; Minneapolis (MN); On-site; USD 131,000 - 180,000; Full time

Benefits offered by this job

401(k) plan

Health, dental and life insurance

Vacation and sick leave

Job summary

Ameriprise Financial Services, LLC is seeking a Director of Planning & Administration to serve as a trusted advisor to a senior executive and drive cross-functional execution across Finance, HR, Legal, and Communications. You will lead efforts to align organizational priorities, manage budgets, and track performance metrics in a highly collaborative environment.

The role emphasizes strategic leadership, high-impact communication, and the ability to translate strategy into actionable plans while

Qualifications

• Strong communication skills to work all levels of the organization.
• Proven project management skills to maintain order and ensure deadlines are met.
• Strong analytical, judgment and problem solving skills to analyze data, develop compelling solutions and/or recommendations.
• Demonstrated strength in influencing at all levels and building effective relationships in order to work collaboratively across diverse units/staff functions.
• Demonstrated ability to work under pressure with undefined processes, tight deadlines and frequently changing priorities.
• Proven strategic leadership skills.
• Bachelor's degree or equivalent

Responsibilities

• Partner with Finance, HR, Legal, and/or Communications to ensure delivery of key tasks in support of the organization's effectiveness, including budget management, organizational goal metrics & tracking, improvement in employee satisfaction, coordination of year-end process/performance management processes, talent and business unit reviews.
• Prepare presentations, communications and speeches for the direct leader, which may include presentations to the company’s Board of Directors, analyst groups, regulatory agencies, and employee/management groups; ensure preparation and pre-work readiness for meetings and facilitate productive and decisive meetings/conversations.
• Represent the senior leader on key strategic and tactical initiatives to others (in absence of the leader). Monitor progress of operational and strategic objectives. May lead broad, cross-organizational initiatives for which the direct leader has been assigned accountability; these may include initiatives related to business transformation, SOX, business strategy or development.
• Initiate activities to maximize organizational effectiveness such as driving process improvements, provide leadership and direction to direct reports, including coaching, mentoring and annual performance reviews.
• Partner with HR to design organization structure and business specific people strategies, including leader/employee recognition.
• May be responsible for developing, coaching, and guiding other support staff members.

Skills

Strong communication

Project management

Analytical thinking

Influencing across units

Work under pressure

Strategic leadership

Bachelor’s degree

Education

Bachelor’s degree or equivalent

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.

Job Description

Are you energized by bringing people together, driving alignment, and turning strategy into action? As Director, Planning & Administration, you’ll serve as a trusted advisor and strategic partner to a senior executive, operating at the center of key business priorities and organizational initiatives. Acting as an extension of the leader, you’ll build influential partnerships across the enterprise, drive cross-functional execution, and ensure critical objectives move from concept to completion.

Key Responsibilities

• Partner with other areas including Finance, HR, Legal, and/or Communications to ensure delivery of key tasks in support of the organization’s effectiveness, including budget management, organizational goal metrics & tracking, improvement in employee satisfaction, coordination of year-end process/performance management processes, talent and business unit reviews.
• Prepare presentations, communications and speeches for the direct leader, which may include presentations to the company’s Board of Directors, analyst groups, regulatory agencies, and employee/management groups; ensure preparation and pre-work readiness for meetings and facilitate productive and decisive meetings/conversations.
• Represent the senior leader on key strategic and tactical initiatives to others (in absence of the leader). Monitor progress of operational and strategic objectives. May lead broad, cross-organizational initiatives for which the direct leader has been assigned accountability; these may include initiatives related to business transformation, SOX, business strategy or development.
• Initiate activities to maximize organizational effectiveness such as driving process improvements, provide leadership and direction to direct reports, including coaching, mentoring and annual performance reviews.
• Partner with HR to design organization structure and business specific people strategies, including leader/employee recognition.
• May be responsible for developing, coaching, and guiding other support staff members.

Required Qualifications

• Strong communication skills to work all levels of the organization, represent the senior leader internally and externally.
• Proven project management skills to maintain order and ensure deadlines are met.
• Strong analytical, judgment and problem solving skills to analyze data, develop compelling solutions and/or recommendations.
• Demonstrated strength in influencing at all levels and building effective relationships in order to work collaboratively across diverse units/staff functions.
• Demonstrated ability to work under pressure with undefined processes, tight deadlines and frequently changing priorities.
• Proven strategic leadership skills.
• Bachelors degree or equivalent

Preferred Qualifications

• 7-10 years relevant experience required
• Knowledge of or experience in marketing and analytics.
• Self-starter who can work in a fast paced environment with multiple time bound demands.

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 $131,000 - $180,100 / 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

Business Support & Operations

Line of Business

MARKT Marketing

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.