Operations Coach

Ameriprise Financial Services, LLC; Minneapolis (MN); On-site; USD 33,640 - 46,301; Full time

Job summary

Ameriprise Financial is seeking an Operations Coach to support the Alternative Investments team. You will guide peers on processes, respond to complex inquiries from advisors and clients, and ensure compliance with industry regulations.

You will mentor colleagues, assist training on new systems, perform routine transaction tasks, and contribute to quality management and problem resolution in a client-centric, in-office hybrid environment.

Qualifications

• High school diploma or GED, as required.
• 3–5 years of relevant work experience preferred.
• Post-secondary education and work experience may be interchanged to meet combined minimum qualifications.

Responsibilities

• Research, resolve, and respond to advanced issues regarding transaction and inquiry requests.
• Provide explanations of policies, resolutions, and steps to advisors, clients, and relationship partners.
• Mentor peers on processes, procedures, and issue resolution.

Skills

Attention to detail

Communication skills

Analytical skills

Relationship building

Education

High school diploma or GED

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

We have an exciting opportunity for an Operations Coach to join our Alternative Investments team at Ameriprise! In this role, you will provide guidance, coaching, and indirect leadership to peers on operational processes, policies, and techniques related to transaction requests and inquiries from advisors, clients, and business partners. You will research and respond to complex issues, resolving problems as needed. Additionally, you will support quality management processes and serve as a subject matter expert for various business-driven initiatives. This role ensures that all transactions are processed in accordance with industry regulations and internal compliance procedures.

Key Responsibilities

• Research, resolve, and respond to advanced issues regarding more sophisticated transaction and inquiry requests.
• Provide explanations of policies, resolutions, and steps to advisors, clients, and relationship partners.
• Mentor peers on processes, procedures, and issue resolution.
• Provide indirect leadership in training less-experienced peers in new systems and processes. Conduct training as needed.
• Complete day-to-day operations processing tasks, such as auditing, processing transactions, and approving reissued and rewritten transactions, as well as performing frontline underwriting, where appropriate.
• Participate in projects and initiatives and serve as a subject matter expert.

Required Qualifications

• Education: High school or GED.
• Experience: 3-5 years of relevant experience.
• *Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.
• Strong attention to detail, with the ability to work under tight timeframes and deadlines, while maintaining a high degree of accuracy.
• Effective written and verbal communication skills.
• Demonstrated ability to research and resolve issues, with analytical and problem-solving skills.
• Ability to build and maintain strong, positive relationships and influence others without having direct leadership accountability.

Preferred Qualifications

• Familiarity with Alternative Investments.
• Financial services industry experience.
• Experience with Ameriprise customer policies and procedures.

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).

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.

Base Pay Salary

The estimated hourly rate for this role is $24.42 - $33.61 / hour. 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

Non-Exempt

Job Family Group

Business Support & Operations

Line of Business

CLEAR Clearing

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.