Operations Team Lead

Threadneedle group

Minneapolis (MN)

Hybrid

USD 62,000 - 86,000

Full time

4 days ago
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Job summary

Ameriprise Financial is seeking an Operations Team Lead to provide day-to-day direction to a customer-service focused team. The role can be based in Minneapolis or Charlotte, with a hybrid schedule and in-office collaboration four days a week.

You will develop staff, drive process improvements, and manage workload to meet accuracy and service metrics, with opportunities for performance-based incentives and a comprehensive benefits program.

Qualifications

  • High School Diploma or GED required; post-secondary education may be substituted to meet combined total years of education/experience.
  • 3-5 years of relevant experience.
  • Experience on a customer service team with knowledge of customer service processes and applicable regulations.
  • Prior experience coaching or providing indirect leadership to others.
  • Strong organizational and communication skills; ability to explain complex issues clearly.

Responsibilities

  • Lead and coach direct reports in processes and procedures related to transaction processing or customer service standards.
  • Assist and coach in resolving complex or high-priority service issues; respond or resolve as needed.
  • Manage workload and guide prioritization to meet accuracy, throughput, and call quality metrics.
  • Participate in cross-functional projects or process-improvement teams impacting customer service.
  • Provide feedback through performance management to develop team and individual skills.

Skills

Customer service
Leadership
Communication
Process improvement

Education

High School Diploma or GED
Bachelor’s degree

Job description

## Operations Team LeadApply: Hybrid: Minneapolis, Minnesota: Charlotte, North Carolina: Full time: Posted Today: End Date: October 9, 2026 (23 days left to apply): R26\\_3542**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**Provide leadership and day-to-day direction to a team dedicated to delivering customer-focused, world-class service solutions for advisors, clients, and business partners. Develop and motivate employees, drive operational excellence through continuous process improvement, and foster a culture of accountability, collaboration, and service excellence. Partner across the organization to resolve complex issues, enhance the client experience, and support key business initiatives. This position can be based out of either our Minneapolis or Charlotte office.**Key Responsibilities*** -Lead and coach direct reports, provide work direction and support to the team on processes and procedures related to transaction processing or customer service standards and techniques.* -Assist and coach direct reports in resolving complex or high-priority service issues, or respond to and resolve such issues directly, as necessary.* -Manage direct report workload and provide guidance in prioritizing work to meet or exceed all accuracy, transaction processing, and call quality metrics and standards.* -Participate in and provide subject matter expertise on cross-functional projects and/or process improvement teams that have implications to the customer service area.* -Provide feedback to direct reports through effective performance management practices; ensure employees are developing skills to promote both team and individual success**Required Qualifications*** -Education: High School Diploma 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.* -Previous experience working on a customer service team, including a strong working knowledge of customer service processes, policies, techniques, and applicable regulations.* -Prior experience coaching or providing indirect leadership to others.* -Strong organizational and communication skills, including the ability to explain complex issues in a clear, understandable manner.**Preferred Qualifications*** -Education: Bachelor’s degree or equivalent (4-years).* -Previous direct leadership experience.* -Experience with Ameriprise procedures and policies.**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 $62,300 - $85,700/ 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**SERVD Service Delivery*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.*
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