What are the responsibilities and job description for the Operations Coach - Alternative Investments position at Ameriprise Financial Services, LLC?
We have an exciting opportunity for an Operations Coach to join our Alternative Investment team at Ameriprise! This role will provide guidance, coaching and indirect leadership to peers on operations processes, policies, and techniques for transaction requests and inquiries from advisors, clients, and other business partners. Research and respond to advanced issues and resolve problems, as needed. Assist in quality management processes and serve as an authority for various business-driven initiatives. Ensure processing of transactions follow industry rules/regulations and internal compliance procedures.
Key Responsibilities
Research, resolve and respond to advanced issues regarding more sophisticated transaction and inquiry requests. Provide explanation of policies, resolutions, and steps to advisors, clients and relationship partners.
Mentor, teach and coach peers and associates on processes, procedures and issue resolution. Provide indirect leadership through training peers and associates in new systems and processes. Conduct training as needed.
Complete day-to-day operations processing tasks, such as auditing, ad-hoc processing of transactions, and approval of reissued and rewritten transactions, as well as frontline underwriting, where appropriate.
Participates in projects and initiatives and in many cases serves as the subject matter expert for Alternative Investments.
Utilize various applications such as BETANXT, SUBSCRIBE, DST Vison to provide operational processing information and take action as appropriate. May participate in various team or department project requests, as assigned.
Required Qualifications
Education: High school or GED
Strong attention to detail, with the ability to work under tight time frames and deadlines, while achieving a high degree of accuracy.
Effective written and verbal communication skills.
Shown ability to research and resolve issues, with confirmed analytical and problem solving skills.
Ability to build and maintain strong, positive relationships and influence others without having direct leadership accountability.
Preferred Qualifications
Financial services industry experience.
Familiarity with Alternative Investments
Experience with Ameriprise customer policies and procedures.
About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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.
Base Pay Salary
The estimated base salary for this role is $49,800-$67,300/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
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
Non-Exempt
Job Family Group
Business Support & Operations
Line of Business
CLEAR Clearing
Key Responsibilities
Research, resolve and respond to advanced issues regarding more sophisticated transaction and inquiry requests. Provide explanation of policies, resolutions, and steps to advisors, clients and relationship partners.
Mentor, teach and coach peers and associates on processes, procedures and issue resolution. Provide indirect leadership through training peers and associates in new systems and processes. Conduct training as needed.
Complete day-to-day operations processing tasks, such as auditing, ad-hoc processing of transactions, and approval of reissued and rewritten transactions, as well as frontline underwriting, where appropriate.
Participates in projects and initiatives and in many cases serves as the subject matter expert for Alternative Investments.
Utilize various applications such as BETANXT, SUBSCRIBE, DST Vison to provide operational processing information and take action as appropriate. May participate in various team or department project requests, as assigned.
Required Qualifications
Education: High school or GED
Strong attention to detail, with the ability to work under tight time frames and deadlines, while achieving a high degree of accuracy.
Effective written and verbal communication skills.
Shown ability to research and resolve issues, with confirmed analytical and problem solving skills.
Ability to build and maintain strong, positive relationships and influence others without having direct leadership accountability.
Preferred Qualifications
Financial services industry experience.
Familiarity with Alternative Investments
Experience with Ameriprise customer policies and procedures.
About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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.
Base Pay Salary
The estimated base salary for this role is $49,800-$67,300/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
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
Non-Exempt
Job Family Group
Business Support & Operations
Line of Business
CLEAR Clearing
Salary : $49,800 - $67,300
