Learning Experience, Communications & Operations Manager

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

Lead the development, maintenance, and delivery of the Field Registered Principal (RP) training curriculum and RP resources to ensure field RPs are equipped to effectively supervise advisors. Provide analytical insight and project management support to Supervision leadership across key company and departmental initiatives. Contribute as a member of a small, versatile team responsible for the accurate, timely, and well controlled execution of dozens of Supervision Operations processes.

Key Responsibilities

• Lead the development and ongoing management of the Field Registered Principal (RP) training curriculum, including regular review and updates to ensure content remains current and effective. Design new training programs and enhance existing materials to align with changing business needs and regulatory expectations. Assist with development and prepare presenters for monthly Field RP workshops and create targeted sessions for the annual Leadership Conference.

• Oversee and maintain the RP Resources page on Advisor Compass, ensuring all associated content is accurate, relevant, and easy to navigate. Conduct an annual comprehensive review of all materials to ensure alignment with evolving business and regulatory needs. Develop new content and update existing resources in response to business priorities and field feedback. Draft and distribute field communications to highlight content updates and reinforce awareness of available resources.

• Conduct in‑depth analysis of complex business processes by applying strong analytical methods, industry and organizational knowledge, data analysis techniques, and relevant technological and quantitative skills. Translate both process and data insights into clear, actionable recommendations, and present results to leadership to support informed decision‑making.

• Provide subject‑matter expertise and project management leadership for small to medium initiatives, including defining business needs, developing and documenting requirements, and coordinating end‑to‑end solution delivery. Oversee and execute testing activities in both test and production environments to ensure quality and accuracy. Collaborate and communicate effectively with stakeholders throughout the project lifecycle and maintain clear documentation of decisions and outcomes.

• Assist with the execution of the team’s operational processes, ensuring dozens of recurring workflows run smoothly, accurately, and on schedule.

Required Qualifications

• Education: Bachelor’s degree or equivalent

• 3 to 5 years relevant experience required

• Demonstrated capability in standard office and project management applications - Microsoft Office

• Strong organizational, analytical, interpersonal and communication skills.

• Ability to work with colleagues at all levels across the enterprise.

• Ability to work independently and to connect the dots regarding business information pertaining to the program/project and the team.

Preferred Qualifications

• Financial services experience.

• Training tools/software experience - Articulate 360 suite of tools (e.g., Storyline, Rise 360) and Vyond.

• Experience with program and/or project management.

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 $93,400 - $115,000 / 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

Business Support & Operations

Line of Business

AWMBD Advice and Wealth Mgmt and Business Development

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.