Reporting into the EVP, Wealth Management Solutions, we are seeking a strategic and operationally focused executive to lead a newly created role within Wealth Management Solutions (WMS). The VP, Head of Business Execution, WMS will oversee three critical WMS functions: Governance & Risk, WMS Data & Analytics, and Advice & Wealth Management (AWM) Investment Performance Reporting. The role is designed for a seasoned leader who can drive integration, ensure executional excellence, and influence across a complex matrixed environment. This position requires a demonstrated track record as a proven operator with the ability to lead cross-functional teams, deliver data-driven insights that support strategic decision-making while creating efficiencies across WMS. Ultimately this position leads key WMS functions and ensures alignment and execution of strategic priorities, including establishing a centralized governance structure.

Key Responsibilities:

• Lead critical functions for the Wealth Management Solutions (WMS) platforms, responsible for seamless coordination and integration of the WMS strategic business priorities and support for platform's execution:

 * AWM Product Data - Develop/drive increase the usage of data to drive strategic business decisions, revenue and reduce risk, including leading large, complex data driven projects across AWM. Leads data, reporting and analytics team that provides proactive analytics/insights to the WMS teams, including preparing and distributing reports, scorecards, etc.

* AWM Product Data Governance - Responsible for product data governance across WMS. This includes ensuring that governance aligns with overall AWM and Enterprise road map, including driving business unit and enterprise-wide data governance processes, procedures and controls.

* AWM Product Performance Reporting - Responsible for overseeing performance reporting strategy, capabilities and execution for clients and advisors. This includes ensuring accurate calculations of investment performance in accordance with GIPS standards for investment products as well as supporting delivery of client performance reports through multiple channels.

* WMS Risk Management - Provide strategic leadership and oversight of regulatory, compliance, and risk related business requirements through ensuring proper policy, procedures, and controls to prevent firm risk. Act as a WMS business partner liaison with cross-Enterprise areas such as Legal, Compliance, Risk, and across AWM. 

*  Provide leadership and management for WMS wide priorities in partnership with WMS subject matter experts.

* Partner with key business partners across the enterprise to identify risks and conflicts that face the field to ensure key priorities are achieved.

* Manage the budget for areas of responsibility and work to identify and solve potential challenges and opportunities by managing ongoing revenue and expenses.

Qualifications:

15+ years of experience in financial services, specifically in wealth management or advisory platforms with a breadth of wealth management product knowledge

10+ years of people leadership experience.

Experience with data analytics, reporting, and risk management functions.

Proven success leading large, complex, cross-organizational initiatives.

Strong strategic and analytical skills with the ability to solve complex problems.

Demonstrated ability to influence senior leaders across a matrixed organization.

Innovative mindset with a track record of driving change and continuous improvement.

Licensing Requirement: Series 7 & 24 must be obtained within the designated timeframe.

Preferred Background:

Experience in a COO-type role or enterprise operations leadership.

Familiarity with investment performance reporting standards (e.g., GIPS).

Prior leadership roles in firms with mature wealth management platforms.

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 $ 220,000 - $275,000 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

Data

Line of Business  

AWMPO AWMP&S President's Office