Full-Time

Manager – Trade Correction Operations

Posted on 10/25/2024

Ameriprise Financial

Ameriprise Financial

10,001+ employees

Provides financial planning and advisory services

Fintech
Financial Services

Senior

Charlotte, NC, USA

Category
Supply Chain Management
Operations & Logistics
Required Skills
Customer Service
Requirements
  • 5-7 years of relevant experience.
  • High School diploma or GED - *Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.
  • Extensive experience working in operations, processing or customer service team.
  • Strong working knowledge of Operations processes, policies, techniques, and applicable regulations.
  • Proven ability to work effectively with internal and external partners at all levels.
  • Demonstrated people leadership experience.
  • Strong communication skills, including ability to explain complex issues in an understandable manner.
Responsibilities
  • Provide leadership and coaching to direct reports, including providing work direction and support to team on process, procedures and escalated issues. Develop methods to measure and report on department performance, ensuring resources are properly allocated and workload is managed to meet all accuracy, transactional processing, quality metrics and standards, and compliance and regulatory requirements.
  • Drive and implement process improvements, proactively identifying and resolving business issues to improve efficiencies and increase operational effectiveness. Provide oversight of policies and procedures, ensuring all procedures are appropriately documented and reviewed to meet compliance and regulatory requirements. Work with internal and external business partners to effectively identify and minimize risk.
  • Lead and/or participate as a subject matter expert in projects and business driven initiatives within team and across Operations, as appropriate.
  • Provide effective people leadership through effective coaching, feedback and sound performance management practices. Act as champion for the team and intervene on matters that create roadblocks to individual or organizational success. Set department initiatives and aligns and sets individual performance goals.
  • Flexibility to occasionally work prior to market open, as dictated by the needs of the business.

Ameriprise Financial offers financial planning services and advice through a network of financial advisors. Their services include helping clients assess their retirement readiness and providing strategies to manage investment risks. Clients can engage in discussions with advisors to explore various financial decisions, such as whether to pay off a mortgage early, considering both the potential savings and other financial factors. What sets Ameriprise apart from competitors is their focus on personalized financial conversations, which aim to help clients make informed and rational investment choices. The company's goal is to empower individuals to achieve their financial dreams and secure a confident retirement.

Company Stage

IPO

Total Funding

$287.3M

Headquarters

Minneapolis, Minnesota

Founded

1894

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for personalized advice due to economic uncertainty benefits Ameriprise's advisor network.
  • Interest in ESG investing aligns with Ameriprise's sustainable investment strategies.
  • Digital financial planning tools enhance client engagement and streamline interactions for Ameriprise.

What critics are saying

  • Departure of key advisors and data breaches threaten Ameriprise's reputation and client trust.
  • LPL Financial's lawsuit could harm Ameriprise's image and advisor recruitment efforts.
  • Competitors recruiting former Ameriprise leaders may impact its strategic initiatives.

What makes Ameriprise Financial unique

  • Ameriprise offers personalized financial advice through a vast network of experienced advisors.
  • The firm integrates ESG investing to attract environmentally conscious clients.
  • Ameriprise invests in cybersecurity to enhance client trust and differentiate itself.

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