Senior Financial Analyst, Advisor Recruiting

Threadneedle group; Minneapolis (MN); Hybrid; USD 71,000 - 98,000; Full time

Job summary

Ameriprise Financial is seeking a Senior Financial Analyst to partner with the Advisor Recruiting organization in Minneapolis. You will deliver rigorous financial analyses, develop CBAs, and evaluate payout structures and deal economics to inform recruiting decisions.

You will collaborate with Recruiting, Field Leadership, and senior leaders to model growth opportunities, ramp analyses, and strategic initiatives, guiding leadership with clear recommendations.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or a quantitative field.
• 3–5 years of experience in a financial/analytical role.
• Strong command of financial modeling and analysis using spreadsheets and analytical tools.
• Attention to detail with a focus on accuracy and quality.
• Proven ability to manage multiple priorities in a deadline-driven environment.
• Strong written and verbal communication skills.

Responsibilities

• Perform financial modeling and CBAs to support advisor recruiting opportunities.
• Analyze advisor recruiting deals, payout structures, and offer economics for profitability and cash flow.
• Partner with recruiting leaders and field management to evaluate advisor packages and growth opportunities.
• Conduct ramp-up and performance analyses using historical and projected data.
• Provide financial recommendations and decision support for recruiting offers to senior leadership.

Skills

Financial modeling

Data analysis

Attention to detail

Project management

Communication

Education

Bachelor's degree in Finance, Accounting, Economics

Tools

Excel

Job description

Ameriprise Financial is seeking a Senior Financial Analyst to partner with the Advisor Recruiting organization in Minneapolis. You will deliver rigorous financial analyses, develop CBAs, and evaluate payout structures and deal economics to inform recruiting decisions.

You will collaborate with Recruiting, Field Leadership, and senior leaders to model growth opportunities, ramp analyses, and strategic initiatives, guiding leadership with clear recommendations.