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
As a member of the Business Development team in Wealth Management Solutions, you will play a key role in moving department initiatives and projects forward. You will partner with leaders and business teams to coordinate activities, track deliverables and prepare updates that keep stakeholders informed and work on schedule. You will also support department communications, events and employee engagement, champion productivity and collaboration tools, and help maintain organized business operations. This role offers exposure to a variety of department priorities and the opportunity to make a meaningful contribution through strong organization, problem-solving and follow-through.
Key Responsibilities
Serve as a member of the Business Development team, with primary responsibility for supporting department initiatives and projects. Maintain project plans and tracking tools, coordinate activities, monitor milestones and deliverables, and follow up on action items. Support project reviews and department workflows, and communicate progress and issues to business partners.
Serve as a department technology champion, supporting the use of productivity and collaboration tools. Research and respond to questions about department processes and requests, partnering with other functional areas to resolve issues.
Prepare leadership materials, Business Development updates, project status reports and metrics. Coordinate recurring management reports and executive submissions to meet established deadlines.
Coordinate department topics and staff communications, including leadership updates, employee meeting communications and talking points. Support planning for recurring department forums.
Provide end-to-end event planning and logistical support for department events, leadership meetings, employee onboarding and development sessions. Coordinate branded materials and merchandise as needed.
Support employee engagement committees, activities and action plans. Assist in communicating plans and progress toward goals to executive leadership.
Coordinate scheduling and preparation for department and senior leader meetings.
Partner with internal business teams to maintain organizational charts, employee rosters and recognition records in shared department resources. Support facilities coordination, space validation, workforce tracking and business continuity updates.
Provide on-boarding and off-boarding assistance to administrative assistants, including identifying office/desk space, requesting system and network access, ordering office equipment and supplies, etc.
Required Qualifications
Associate Degree; or 3-5 years of equivalent administrative and/or project management experience.
Adept at building positive and collaborative working relationships.
Highly organized with a strong attention to detail.
Capable of managing multiple tasks in a dynamic and fast paced environment.
Excellent communication skills and ability to negotiate to effectively coordinate department priorities.
Ability to handle/maintain private and confidential information with discretion.
Ability to work independently and take proactive initiative on work with little direction.
Critical thinking and problem-solving skills.
Proficiency…