Job Description

Overview You support and influence business units & group functions to define, analyze, build & deliver a value-add business intelligence ecosystem (data, reporting analytics and CRM). Primary responsibilities are defining user stories, documenting requirements, and validating change across the ecosystem in support of the organization’s priorities. You should be prepared to contribute and/or manage the support of the ecosystem, inclusive of data management, salesforce configuration and reporting changes. This support will focus not only on the near term needs, but future AI productivity related initiatives. You will partner with offshores team members and technology partners to achieve these goals. This role is expected to understand policies and processes in place to assist with troubleshooting, identification and implementation of solutions. Responsibilities Support the Salesforce SMEs in road mapping and enhancements to ensure they meet the strategic goals of the business Assist with project execution by drafting business requirements, test and implementation plans Act as a liaison between business leaders, staff and utility functions to drive knowledge transfer Communicate action plans, status and priorities to appropriate partners Proactively seek out and identify needed system changes Continually seek ways to further enhance the end-user experience Assist with performing user acceptance testing and ensure the test results meet defined criteria in order to meet the business objectives Document standard operating procedures and process flows for the organization to reference Requirements Solid Salesforce.com skills and firm understanding of the concepts of Customer Relationship Management (CRM) Hands on reporting / dashboarding experience (e.g. Tableau) Prior Project Management/Agile/Business Analyst experience and/or Salesforce Administration experience within Financial Services Industries The ability to apply technical knowledge to support the strategic plans and help shape future AI related use cases The ability to demonstrate self-sufficiency with accessing, processing and interpreting information Strong analytical, quantitative and problem-solving skills The ability to lead, influence, communicate and interact with people of all levels across the organization and external partners as required Required Qualifications Bachelor's degree or equivalent 3-6 years of relevant experience ideally from an Asset Management Firm Knowledge of the standard capabilities of Salesforce.com including hands-on Salesforce.com (SFDC) administrative / configuration / implementation experience and/or integration with external systems Ability to understand business needs, translate them to technical requirements and deliver value-added solutions Strong organization, time management and follow-up skills Excellent verbal and written communication skills, with the ability to interact and effectively communicate with both technical and non-technical professionals Ability to build strong internal relationships and work in a collaborative environment Advanced Excel skills 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 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of 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. 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. Job Details Full-Time/Part-Time: Full time Exempt/Non-Exempt: Exempt Job Family Group: Business Support & Operations Line of Business: AMINV US Asset Management #J-18808-Ljbffr Threadneedle group

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