Director, Business Planning and Administration, Wealth Management Solutions
2 months ago
This position provides an opportunity to work within the office of the Executive Vice President, Wealth Management Solutions (WMS), reporting to the VP, Head of WMS Operating Office.
Typical responsibilities include business planning, goal setting, financial management, document creation, department communications and overall oversight of the office to proactively drive the business unit and Advice & Wealth Management agenda.
Key ResponsibilitiesServe as a central point of contact for internal stakeholders, exercising strong interpersonal skills and serving as a steward for Wealth Management Solutions (WMS) across the organization
Accountable for general business management activities including annual business unit planning, budget/expense management and monitoring of progress against operational, financial, and strategic objectives and goals
Prioritize, coordinate, and facilitate communication between executives and among the various departments
Draft and edit correspondence, presentations, and other documents on behalf of executives
Take ownership to ensure strong materials and agendas for a variety of meetings such as regular business line reviews, Leadership Team meetings, Town Halls, Huddles, staff meetings, etc.
Ensure logistical arrangements are in place such as audio/visual/conference room requirementsAttend meetings, take notes, and distribute relevant documentation as needed
Proactively monitor future business unit engagements and needs for the Executive Vice Presidents office to ensure timely preparation, etc
Develop fluency in the groups key strategic priorities
Periodically lead large-scale initiatives or other ad hoc requests to completion
Drive clarity across functional groups in a complex and ambiguous environment
Partner with HR to design organization structure and business specific people strategies, including leader/employee recognition.
Required Qualifications
7+ years professional work experience in a related field
Bachelors degree in relevant field
Above average knowledge of wealth management, investment products and advisory programs
Excellent relationship and interpersonal skills, along with the demonstrated ability to work cross-organizationally with groups such as the WMS leadership team, across the business lines and across all corporate functions/partners (Finance, Human Resources, General Counsels Office, Corporate Communications, Marketing, etc.)
Preferred Qualifications
Strong process and project management skills, including the ability to independently disaggregate problems into defined work plans to meet deadlines
Demonstrate self-motivation, with the ability to work independently and with high attention to quality and accuracy
Possess superior Microsoft PowerPoint and Excel skills with proven ability to translate concept into an executive ready document
Strong analytical, judgment and problem-solving skills to analyze data and develop compelling solutions and/or recommendations
Demonstrated ability to work under pressure with undefined processes, tight deadlines, and frequently changing priorities
Ability to learn quickly and understand complex business concepts
Ability to anticipate needs and use independent judgment given limited availability of leader
Ability to exercise discretion and confidentiality when accessing and handling sensitive information
About Our Company
Were a diversified financial services leader with more than $1 trillion in assets under management and administration.
Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients.
We are a long-standing 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 Services, 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.
Ameriprise Financial is an equal opportunity employer.
We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Business Support & Operations
Line of Business
FPPS Wealth Management Solutions
Requisition Number
R24_
#J-18808-Ljbffr
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