This position manages and supports several key functions of the Charlotte site and reports to the Senior Director - Sales Strategy, Wealth Management Solutions.

Key Responsibilities

Coordinate and manage all activities and functions critical to the day-to-day operation of the Charlotte site.Research, respond, and resolve questions regarding department processes, functions, and requests.Partner with other functional areas to quickly resolve issues and accomplish responsibilities.Support the site event planning process; which includes focus on networking, engagement, and volunteer opportunities.Manage the coordination and tracking of information, programs and initiatives that site initiatives, including OneDrive, Share point and Excel.Coordinate and help prepare various materials for site leadership and help facilitate timely execution of townhalls, leader visits, and lunch and learns.Interact with internal business partners to track, maintain, and communicate department information including facilities management, human capital tracking and business continuity updates.Manage the new hire process including set up, welcoming, and distribution lists.Partner with CLT to refresh the 'Charlotte 101' presentation documentAssist with data tracking for on-site employee headcount, annual engagement survey process, etc.Partner with CLT to execute 4 volunteer events and 4 fun events annually.Drive the agenda and minutes for monthly CLT leadership meetings and own follow-ups, next steps, and coordination.

 
Required Qualifications

Associate Degree; or 1+ years of equivalent and/or project management experience.Adept at building positive and collaborative working relationships.Highly organized with a strong attention to detail and flexibility to execute on a variety of strategies.Capable of managing multiple tasks in a dynamic and fast paced environment.Excellent communication skills and ability to negotiate to effectively coordinate department priorities.Ability to handle/maintain private and confidential information with discretion.Ability to work independently and take proactive initiative on work with little direction.Critical thinking and problem-solving skills.Proficiency with standard business hardware and software (including Microsoft Office products).

 
Preferred Qualifications

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.

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

FPPS Wealth Management Solutions