Director of Planning and Administration

00015 Ameriprise Financial Services, LLC.; United States; Hybrid; USD 131,000 - 180,000; Full time

Job summary

Ameriprise Financial Services, LLC. seeks a Director, Planning & Administration to act as a trusted advisor to a senior executive, coordinating across Finance, HR, Legal, and Communications. You will drive cross-functional execution, shape strategy, and help cohorts of stakeholders turn plans into results.

The role demands exceptional business acumen, relationship-building, and the ability to navigate ambiguity while delivering measurable outcomes in a dynamic, client-centric environment.

Qualifications

• Strong communication skills to work all levels of the organization and represent the senior leader.
• Proven project management skills to maintain order and meet deadlines.
• Strong analytical, judgment and problem solving skills to analyze data and provide recommendations.
• Demonstrated ability to influence and build relationships across diverse units.
• Proven ability to work under pressure with changing priorities.
• Proven strategic leadership skills.
• Knowledge of marketing and analytics is a plus.
• Self-starter able to thrive in a fast-paced environment.

Responsibilities

• Partner with Finance, HR, Legal, and Communications to deliver key tasks for organizational effectiveness, including budget management and performance reviews.
• Prepare presentations and speeches for the direct leader, including board meetings and external groups; ensure readiness for meetings.
• Represent the senior leader on strategic initiatives when the leader is unavailable.
• Monitor progress of operational and strategic objectives.
• Lead cross-organizational initiatives related to business transformation or SOX.

Skills

Strong communication

Project management

Analytical thinking

Influence & relationships

Pressure management

Strategic leadership

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. Success in this role requires strong business acumen, exceptional relationship-building skills, executive presence, and the ability to independently navigate ambiguity while delivering results. This is an outstanding opportunity to make a visible impact and help shape the success of a dynamic organization.

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.

Preferred Qualifications

• 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.

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years. Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long-term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation.

For you, that means the opportunity to build a meaningful career in a high-performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact. As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers: Ameriprise Financial: Financial planning, advice and wealth management. Columbia Threadneedle Investments: Global asset management serving individual, institutional and corporate clients. RiverSource Insurance & Annuities: Products and solutions designed to help clients protect and grow their wealth.

Explore opportunities within each business and region below.

Ameriprise US | Careers
Ameriprise India | Careers
Columbia Threadneedle Investments US | Careers
Columbia Threadneedle Investments EMEA APAC | Careers
RiverSource | Careers