Ameriprise Financial

Lead recruiting, onboarding, and advisor engagement efforts to drive practice growth in a financial services territory. | Requires 5+ years recruiting experience, financial services knowledge, project management skills, and ability to work independently and collaboratively. | 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 In this role, you will be responsible for Novice and Experienced Advisor recruiting and development, staff career path and Experienced Advisor onboarding for the Territory. This includes partnering with the Franchise Field Vice President (FFVP), Franchise Consultants and franchise advisors in driving advisor engagement and driving practice growth in corporate office and Region initiatives. Additionally, you will provide business planning, implementation and follow-up support to all levels of Field Leadership and advisors as needed. This position supports the territory of Michigan and Northwestern Ohio. If you are not located close to a physical office, remote work is considered for qualified candidates. Key Responsibilities • Lead a high quality, high quantity recruiting/career path effort for Franchisee Staff, Novice/Experienced Advisors and External Practice Acquisition hires for the Territory. Develops and manages a comprehensive diversified sourcing strategy- driving a consistent level of high-quality lead flow. Able to effectively screen and conduct interviews with candidates, present the unique value proposition of each opportunity, and guide and manage all steps of the process in partnership with the Franchisee, all the way through from sourcing, offer and hiring to future development/promotion opportunities. • Lead the annual Advisor Business Planning process for the Territory, ensuring a high-quality implementation that drives both high participation (90+% of advisors) and a thorough capture of the advisors' growth goals and objectives. Responsible for advisor engagement in programs that drive practice growth. By leveraging available resources, drive advisor participation and uptake in Growth Programs, Region and Territory training events, and other critical Practice Growth initiatives. • Lead the onboarding process for all new advisor hires and practice acquisitions for the territory. Create and manage an on-boarding plan customized to each situation. Serve as a key point of contact to ensure they have the right tools, resources, training, and support necessary to on board effectively, quickly transition their clients/assets and grow GDC to pre-transition level of production. • On an as needed basis, support ad hoc field leader and top advisor requests for assistance. Present strategic messaging on behalf of the local leadership team in advisor engagement venues. Provide leadership to matrix business partners who are responsible for driving results in the assigned territory. Connect top advisors to tools and resources designed to help them troubleshoot issues and drive growth within their practice. Required Qualifications • Bachelor's degree or equivalent • 5+ years of relevant experience Preferred Qualifications • Experience with recruiting • Experience in financial services industry • Series 7 • Series 66 • Ability to work independently with high initiative, while also comfortable working with a team to drive results • Ability to create and implement change, drives results, and holds others accountable. Strategic focus with ability to translate vision into tactical actions • Extensive Project Management experience required, preferably (but not exclusively) in leading operational, on boarding and recruiting projects. • Outstanding relationship management, negotiation, and collaborating/influencing skills in working with all levels of advisors • Ability to monitor and service remote and/or multiple office locations • Excellent written and verbal communication skills • Some travel required Visa Sponsorship Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN). Remote Work This position is remote. Any expectations for travel or in-person collaboration will be discussed during the hiring process. This position is eligible for remote work in these locations: Eastern and Central Time Zones Base Pay Salary The estimated base salary for this role is $96,300 - $147,100 / 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. Closing Date: 04/14/2026 Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Sales Line of Business AFG Ameriprise Franchise Group Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Lead recruiting, onboarding, and advisor engagement efforts to drive practice growth and support field leadership in a financial services territory. | Requires 5+ years relevant experience, bachelor's degree, extensive project management experience, and strong relationship management 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 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 In this role, you will be responsible for Novice and Experienced Advisor recruiting and development, staff career path and Experienced Advisor onboarding for the Territory. This includes partnering with the Franchise Field Vice President (FFVP), Franchise Consultants and franchise advisors in driving advisor engagement and driving practice growth in corporate office and Region initiatives. Additionally, you will provide business planning, implementation and follow-up support to all levels of Field Leadership and advisors as needed. This position supports the territory of Michigan and Northwestern Ohio. If you are not located close to a physical office, remote work is considered for qualified candidates. Key Responsibilities • Lead a high quality, high quantity recruiting/career path effort for Franchisee Staff, Novice/Experienced Advisors and External Practice Acquisition hires for the Territory. Develops and manages a comprehensive diversified sourcing strategy- driving a consistent level of high-quality lead flow. Able to effectively screen and conduct interviews with candidates, present the unique value proposition of each opportunity, and guide and manage all steps of the process in partnership with the Franchisee, all the way through from sourcing, offer and hiring to future development/promotion opportunities. • Lead the annual Advisor Business Planning process for the Territory, ensuring a high-quality implementation that drives both high participation (90+% of advisors) and a thorough capture of the advisors' growth goals and objectives. Responsible for advisor engagement in programs that drive practice growth. By leveraging available resources, drive advisor participation and uptake in Growth Programs, Region and Territory training events, and other critical Practice Growth initiatives. • Lead the onboarding process for all new advisor hires and practice acquisitions for the territory. Create and manage an on-boarding plan customized to each situation. Serve as a key point of contact to ensure they have the right tools, resources, training, and support necessary to on board effectively, quickly transition their clients/assets and grow GDC to pre-transition level of production. • On an as needed basis, support ad hoc field leader and top advisor requests for assistance. Present strategic messaging on behalf of the local leadership team in advisor engagement venues. Provide leadership to matrix business partners who are responsible for driving results in the assigned territory. Connect top advisors to tools and resources designed to help them troubleshoot issues and drive growth within their practice. Required Qualifications • Bachelor's degree or equivalent • 5+ years of relevant experience Preferred Qualifications • Experience with recruiting • Experience in financial services industry • Series 7 • Series 66 • Ability to work independently with high initiative, while also comfortable working with a team to drive results • Ability to create and implement change, drives results, and holds others accountable. Strategic focus with ability to translate vision into tactical actions • Extensive Project Management experience required, preferably (but not exclusively) in leading operational, on boarding and recruiting projects. • Outstanding relationship management, negotiation, and collaborating/influencing skills in working with all levels of advisors • Ability to monitor and service remote and/or multiple office locations • Excellent written and verbal communication skills • Some travel required Visa Sponsorship Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN). Remote Work This position is remote. Any expectations for travel or in-person collaboration will be discussed during the hiring process. This position is eligible for remote work in these locations: Eastern and Central Time Zones Base Pay Salary The estimated base salary for this role is $96,300 - $147,100 / 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. Closing Date: 04/14/2026 Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Sales Line of Business AFG Ameriprise Franchise Group Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Develop and execute marketing strategies and collateral to drive growth and awareness for ETF products. | 3-5 years financial services marketing experience, strong project management, excellent communication, and ability to work cross-functionally. | About Our Company Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses. We're intentionally built to help you succeed. Our reach is expansive with a Columbia Threadneedle Investments global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Job Description This role is part of the product marketing team for Columbia Threadneedle Investments US, reporting to Senior Manager, ETFs. In this position, you will play a critical role focused on creating awareness, driving growth, and managing content in support of our ETF product line. You will operate both strategically and tactically, working cross-functionally with internal marketing colleagues, sales, product, investments and compliance to amplify product messaging across distribution channels. The ideal candidate is a proactive self starter who can take ideas and independently drive them forward. They are adaptable, resourceful, and comfortable navigating ambiguity. Exceptional communication and stakeholder management skills are essential. Key Responsibilities Create compelling marketing messaging supporting our ETF lineup that resonates with financial advisors and other target audiences. Apply messaging to marketing collateral that supports the lifecycle from awareness through consideration and purchase. Maintain a suite of marketing materials that support the lifecycle. Ensure collateral is updated on a regular cadence. This will involve working with stakeholders across investments, product, marketing and compliance. Establish connectivity across stakeholder teams to ensure marketing materials are effective. Establish metrics, measure results and use the results to make recommendations to enhance product specific marketing initiatives/programs. Design, develop and execute implementation plan for complex product marketing programs/initiatives that support our ETF capabilities. Partner with internal or external partners to ensure execution of projects is on-time, and within budget. Build and maintain effective relationships across the organization to ensure alignment and connectivity of messaging. These teams will include Paid Media, Thought Leadership, and Digital along with external resources. Required Qualifications • 3-5 years of financial services marketing experience, including experience marketing ETFs to financial advisors • Bachelor's Degree in Marketing, Communications or equivalent in a related field • Strong project management skills with demonstrated ability to manage multiple priorities and deadlines • Ability to take ambiguous or conceptual ideas and turn them into tactical campaigns • Excellent written and verbal communication skills. • Proven ability to work with cross-functional teams. • Ability to translate complex concepts into easy-to-understand language • Ability to manage multiple projects simultaneously • Strong Microsoft PowerPoint skills; familiarity with Microsoft Excel Preferred Qualifications • Experience with content and project management systems (e.g. Bloomreach, Seismic, Workfront etc.) Visa Sponsorship Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN). In-Office Collaboration We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders - clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process. Base Pay Salary The estimated base salary for this role is $94,000- $129,000 / 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. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Marketing/Product Management Line of Business AMINV US Asset Management Columbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential. Columbia Threadneedle is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Lead product management for advisor technology solutions including AI-driven collaboration and business planning tools, managing teams and vendor relationships. | 10+ years technology experience with people leadership, strong communication, and ability to manage change in large corporate environments. | Job Description The Sr Director Technology Product Management will sit within the Advisor Technology Solutions Product team focusing on technical capabilities to improve advisor business planning, digital field learning, practice collaboration tools, and AI driven components that improve practice efficiency. Additionally, they will have responsibility for the ongoing awareness and adoption communication processes across the entire suite of ATS supported tools. This individual will work collaboratively with business process owners and technology leaders to develop and roll out new tools while providing ongoing product evolution of existing tools. They will manage a team of product management resources focused on SDLC delivery, stakeholder alignment, and engaging closely with end users. The role will be responsible for working collaboratively across the firm, particularly in close partnership with practice enablement teams, General Counsel's Office, field and corporate learning teams, and other product teams to create and operate a seamless, integrated platform experience. Key Responsibilities • Product Management of Learning and Develop tools including the Ameriprise LXP and embedded self-help tools. • Product Management for Business Planning/Practice goal setting and management capabilities. • Drive solutioning for rapidly evolving AI based collaboration capabilities such as Microsoft Co Pilot and M365. • Manage vendor relationship and continued development and deepening of file management systems such as Box.com. • Oversight and ongoing development of field awareness, change management, and communication capabilities. • Support advisor recruitment and business development processes. • Provide strategic leadership in defining and designing the end-to-end user platforms and supporting technology solution models for the business. Drive consistency and optimization of business processes and technology solutions across capabilities. Provide recommendations to preserve integrity across the various strands of change and ensure the delivery of holistic, integrated solutions. • Partner with the business and end user research to lead discovery work for new capabilities or experiences that deliver new or differentiating business value. • Work with the business to understand and define business processes that meet goals and objectives and maximize the value proposition of the technology solution. Analyze the existing capabilities to determine whether opportunities exist to create competitive advantages, cost efficiencies and/or revenue growth. Perform current state assessment to identify people, process, technology, and information gaps to develop product road maps and help create the supporting cost-benefit analysis (CBA). • Manage the domain requirements and delivery processes, ensuring alignment with Ameriprise business and technology strategies and enterprise business architecture strategy. Provide solution design expertise and support for technology projects. • Build and develop an effective organization with appropriate skills, organization structure, and direction to satisfy current and future business needs. This includes recruitment, performance management, salary administration, career planning and budget management. Lead and oversee a team of product management professionals that are accountable for delivering business architecture services at Ameriprise. Facilitate the professional growth and development of the product management team. Required Qualifications • Bachelors degree or equivalent in Computer Science, Business or related field; or equivalent work experience. • 10+ years related technology experience - including product management, systems analysis and system design experience. • People leadership of mid-sized teams, enabling employees to work in a fast paced environment focused on agility. • Experience driving business requirements through process mapping, modeling and information flows. • Proven ability to effectively manage change in a large corporate environment. • Exceptional written and verbal communication skills; including the ability to effectively communicate at all levels of an organization. • Demonstrated success working in a highly collaborative environment with a strong ability to lead and influence. • Negotiates well for mutually beneficial outcomes Preferred Qualifications • Experience working in and general understanding of the Enterprise Learning Systems, Sales Enablement, and managing geographically diverse teams. • Skilled at perceiving patterns and relationships between technologies, processes, business models and people. • Ability to act as a liaison conveying the strategic needs of the Business to Technology and the strategic plan of Technology to the Business. Visa Sponsorship Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN). In-Office Collaboration We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders - clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process. Base Pay Salary The estimated base salary for this role is $150,000 - $210,000/ 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 insurance. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Technology Line of Business TECH Technology

Drive sales of mutual funds and separate accounts by partnering with advisors and internal teams, delivering product knowledge, and managing territory business plans. | Bachelor's degree or equivalent, 3-5 years mutual fund wholesaling experience, required securities licenses or ability to obtain them, strong sales and client relationship skills. | Partner and consult with advisors to guide the implementation of Columbia's mutual funds and/or separate accounts sales. Deliver product knowledge and usable sales approaches. Create Columbia brand recognition and demand. If you are not located close to a physical office, remote work is considered for qualified candidates. Key Responsibilities • Represent all products distributed and marketed by Columbia Management. Drive sales by developing, maintaining, and deepening relationships with new and existing advisors. Influence advisor choices using a consultative sales process and other performance improvement systems. Partner with internal wholesaler to develop a business plan, manage the territory, and drive regional sales goals and objectives. • Identify client needs and provides investment and business solutions to the financial advisor. Build and maintain relationships with internal and external business partners (e.g. marketing, senior leaders, field leaders). • Conduct sales or product training meetings and public seminars for financial advisors. Make joint sales presentations to existing and prospective clients. Required Qualifications • Bachelor’s degree or equivalent work experience. • Minimum of 3-5 years in mutual fund/separate account wholesaling or supporting a mutual fund/separate account wholesaler. • Series 7, state securities agent registration (S63 or S66) and state IAR registration (S65 or S66) or the ability to obtain within a defined period of time. Preferred Qualifications • In depth working knowledge and experience with mutual funds and separate accounts. • Demonstrated ability to make successful and dynamic sales presentations. • Self-driven - able to manage territory budget and to operate autonomously. • Separate managed accounts experience. • Established relationships in the channel. • Advanced degree (MBA) and or CIMA or CFP. 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 of 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. Base Pay Salary The estimated base salary for this role is $75,000 per 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 Exempt Job Family Group Sales Line of Business AMINV US Asset Management