Ameriprise Financial Services, LLC

Role Description This Field Vice President position leads a ~440-person geography covering Michigan’s Lower Peninsula, Greater Toledo, Ohio, and the South Bend, Indiana region, with full accountability for growth across the independent (franchise) advisor platform. In this role you will drive advisor recruitment by attracting experienced talent to Ameriprise while developing and executing organic growth coaching programs for legacy and EAR advisors. Additionally, you will mobilize resources to support recruiting strategies, increase advisor participation, and enhance engagement. Also, you will hold independent contractor coaches accountable for execution, while providing leadership, performance oversight, and ongoing development for team members. Key Responsibilities - Develop and implement an advisor recruitment strategy for the territory which includes the lower peninsula of Michigan, Greater Toledo Ohio and a small region in Indiana, considered the South Bend. - Lead experienced advisor recruiting acquisition and onboarding. - Create the strategic business plan and implement growth coaching and other programs to drive franchise advisor success. - Monitor territory business results and adjust programs accordingly. - Act as resource broker role for Franchise Consultants and Franchisee Advisors to drive sustainable growth. - Provide leadership and direction to staff and leaders, while leveraging resources to deliver on goals. - Act as the primary face of the channel and build culture and community to support franchisee retention. - Leverage region resources to achieve success of franchise platform including all staff roles (i.e., Marketing, Compliance, Operations, Finance, etc.). - Ensure compliance, brand standards, client service, and client satisfaction benchmarks are met. Qualifications - Bachelor’s degree or equivalent. - 10+ years of experience in financial services, including demonstrated success helping advisors grow their practices, recruiting top advisor talent, and leading teams either directly or through influence. - Proven leadership and influencing capabilities, including the ability to motivate, coach, and hold franchisee advisors accountable for growing their practices and achieving sales outcomes. - High level of professionalism and executive presence, with the ability to represent the Ameriprise brand credibly with advisors, clients, and external stakeholders. - Expertise in financial services and financial planning, and compliance with all regulatory standards. - Strong business and financial management skills, including ability to manage P&L financial and drive business results. - Series 7 or ability to obtain within 150 days. - Series 24 ability to obtain within 150 days. - State securities agent registration (S63 or S66) or ability to obtain within 150 days. - State IAR registration (S65 or S66) or ability to obtain within 150 days. - Life & Variable Contracts or ability to obtain within 150 days. - Travel required. Preferred Qualifications - Master’s degree or equivalent. - Demonstrated competencies in leadership such as relationship building, influencing without authority, leveraging resources, developing people, and holding individuals accountable. - Demonstrated competencies as an advisor, new client acquisition, client satisfaction score, and plans sold GDC per plan. - Successfully coaching advisors. - High degree of personal effectiveness, including resilience, sound judgment, adaptability, and the ability to operate effectively in a fast-paced, performance-driven environment. - Strong and consistent adherence to compliance policies, procedures, and risk management standards. Benefits - The estimated base salary for this role is $100,000 – 122,500 per year. - Pay-for-performance compensation philosophy. - Initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. - Most roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. - Competitive and comprehensive benefits program that supports all aspects of health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Company Description 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.

• Drive sales through one-on-one sales meetings by developing, maintaining, and deepening relationships with new and existing advisors; influences advisor choices using a consultative sales process and other performance improvement systems. • Partner with internal wholesaler to develop a business plan, handle the territory, and drive regional sales goals and objectives. • Demonstrate an understanding of RiverSource's products, including features and benefits; sells solutions provided by RiverSource to address client needs. • Build and maintain relationships with business partners (marketing, senior leaders, field leaders). • Research and communicate industry changes and trends that may impact company or product positioning, both with internal and external customers. • Develop and handle systems to create efficiencies (scheduling/rotations, meeting preparation & follow-up, recognizing advisor sales, budget management, etc.). • Prioritize and handle daily, weekly, and monthly workload. • Use software, including proprietary programs, to aid advisor business and identify opportunities to offer RiverSource solutions. • Analyze advisor and territory sales trends to ensure execution of the territory sales plan and make modifications to the plan so that goals are achieved; leverage the information to prepare for face-to-face sales calls. • Travel within territory to conduct one-on-one Ameriprise Financial Advisor sales calls, conduct client events, and to deliver group presentations, including continuing education/training. • Complete required coursework in order to maintain compliant with state and federal regulations and licenses.

Title: Field Engagement Coordinator Location: Minneapolis, Minnesota Full time Job Description: 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. In this role, you will partner with field leadership in providing support and coordination within the assigned territory, including meeting and conference coordination and developing communications. You will provide day-to-day coordination and support for territory initiatives and project activities to ensure key tasks and deadlines are met. This includes acting as a relationship manager for select advisors and staff in territory to connect with corporate resources and programming. If you are not located close to a physical office, remote work is considered for qualified candidates. This role supports the MA, NH and ME territory and should be located within the Eastern or Central time zones. Key Responsibilities - Advisor and Staff Engagement: Own the primary relationship with identified advisors to drive net flows and client acquisition. Follow-up with additional advisors based on actions from FFVP meetings. Support advisors in enrolling with Coaching Programs and Forums. Responsible for maintaining relationships with new and tenured advisor staff members to enroll in training opportunities and provide firm resources to ensure they are well positioned for development and growth. Utilize one-to-one, one-to-few, and one-to-many tactics. Capture their own activity in SalesForce. May support EAR relationship management as needed. - Event focus: Coordinate territory events (i. e., Town Halls, Workshops, Focus Groups, Forums, etc.) and on-going programs (i.e. advisor recognition). Negotiate venue contracts and reserve space, schedule speakers, manage vendors and participants, and coordinate event logistics including registration and attendee tracking, presentations, and other materials required to support the event. Seek out various wholesaling organizations to organize speakers and obtain sponsorships. Also coordinate track and distribute advisor recognition. - FVP/FRE Partnership: Lead the creation and distribution of the FFVP monthly newsletters for advisors, report generation for meeting prep leveraging tools and technology, triaging email correspondence and creating presentations and meeting preparation. Manage the coordination of various Advisor Engagement Programs for the territory using various systems and tools, including Salesforce, Excel, and CVENT. - Team Approach: Partner with and provide work direction Ameriprise India field coordinator colleague to execute tasks on behalf of FFVP. Provide cross-functional support to ensure optimum advisor experience as needed or other duties as assigned. Required Qualifications - 3+ years of relevant work experience - Associate's degree or equivalent - Ability to travel 10-20% Preferred Qualifications - Strong organizational and prioritization skills and ability to process multiple tasks in a fast-paced environment with minimal supervision - Proficient with standard business hardware and software (including Microsoft Office products) - Ability to grow positive relationships with advisors, staff, field leadership team and colleagues at all organizational levels - Ability to work independently - Ability to handle/maintain private and confidential information in an appropriate manner 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 or Central Time Zones 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). Base Pay Salary The estimated base salary for this role is $62,300 - $85,700 / 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 Non-Exempt Job Family Group Business Support & Operations 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.

Title: Senior Developer - Java/Python Location: 12325 New York - 485 Lexington Ave Full time Job Description: 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 We are seeking an experienced and hands-on full stack senior software engineer to join our Asset Management – Investment Technology in NYC. This role will play a critical part in modernising and supporting core investment platforms, with a focus on scalable cloud-based architecture, full stack delivery and robust engineering practices. You will work across investment technology stacks, engage directly with global stakeholders across investment, operations, products and wider technology teams and help drive technology solutions that support portfolio management and trading. Exposure to ETFs and multi-asset platforms is a plus. This is an excellent opportunity in technology delivery within a dynamic, growth focused and collaborative global technology team while expanding your asset management domain expertise. Key Responsibilities - Drive full stack application development using modern technologies across cloud-native and hybrid architectures - Design and implement scalable and APIs with strong security, monitoring and logging frameworks - Develop rich UI components using framework such as React or Angular - Manage AWS based infrastructure components and CI/CD pipelines (CloudFormation, Lambda, ECS, S3, RDS etc.) - Own the production environment operations and applications. Be responsible for reviewing and approving all change before it is deployed into your production environment - Interface with vendors (e.g., Blackrock Aladdin, Snowflake, etc.) for issue resolution, feature enhancements and to ensure robust system integration - Continuously seek automation opportunities to improve team efficiency - Provide oversight, mentorship, and technical leadership to a development team, which consists of employees, contractors, and vendor partner resources, to ensure the timely execution of project deliverables. Provide governance oversight to ensure adherence to development strategy, standards, tools, and procedures. Guide the development teams to consistently apply appropriate development principles and standards during all phases of the development life-cycle. Required Qualifications - 10+ years of experience coding and/or designing in multiple programming languages. - 7+ years of practical experience and proven success with the design and build of complex software applications in multiple environments. - Experience working with vendor partner (on- and off-shore) resources. - Strong command of full stack development: Javascript (React/Angular), Node.js or Java/.NET/ Python and SQL - Hands-on experience with AWS architecture and services (Glue, Lambda, API gateway, IAM, S3, CloudWatch etc.) - CI/CD tools: Jenkins, Github Actions, Terraform or CloudFormation - Strong API development and integration experience - Experience with testing frameworks (Jest, Cypress, Selenium) Preferred Qualifications - Prior experience working in the Asset Management, Investment Banking or Wealth Management - Knowledge of front office platform and workflows: OMS, PMS and risk engines 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 - $195,000 / 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 TNAM Threadneedle Asset Management 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.

• Responsible for engaging and coaching advisors to grow their businesses organically through client acquisition, net flows, and general practice management techniques. • Partner with a field leader or field leaders to drive results across the entire geography or territory. • Provide proactive support to all advisors in a territory or region focused on a growth topic. • Meet a service level agreement of minimum contact per coached advisor via various mediums. • Analyze data for reasons to call to drive sales results and behavior change. • Influence advisors to grow faster or course correct where required. • Build cohorts of likeminded advisors focused on growth in a key area. • Curate content to generate discussion in the group. • Drive the Four Disciplines of Execution via monthly calls focused on commitments and leading and lagging indicators. • Facilitate dialogue among peers and effectively influence behavior change. • Engage advisors in growth coaching via business planning, town halls, leader one on ones or other methods. • Assess advisor needs and provide a personalized, tailored, growth plan. • Partner to determine key leading and lagging indicators of growth. • Build a pathway that focuses on technical expertise/upskilling and behavior change elements to drive growth. • Develop technical learning labs on the key aspects of growth topics alongside growth labs focused on how to use the technology at the firm to drive growth in their practice. • Develop advisor champions and partner with them to deliver content. • Work with field leadership to align messages and deliver content regionally and nationally aimed at driving growth and behavior change. • Travel with Field Leaders and team members to territory and national functions. • Leverage knowledge base as a Subject Matter Expert to influence uptake in areas of focus, and present to a group of advisors either virtually or at local leadership functions.

• Represent Ameriprise Independent Advisors to all channels of distribution • Travel throughout territory building relationships with advisors • Manage advisor recruiting pipeline by leveraging team resources • Maintain accurate and timely candidate records in recruiting contact management system • Communicate advisor recruiting status and results effectively • Answer advisor questions and resolve issues as needed • Evaluate advisor practices for portability of assets • Create a high volume flow of qualified candidates through various sources • Build centers of influence to promote advisor referral opportunities • Maintain current industry competitive intelligence

• Represent Ameriprise Independent Advisors (AIA), Ameriprise Advisor Group (AAG), and Ameriprise Financial Institutions Group (AFIG) • Travel throughout territory building relationships with advisors at competing firms • Manage advisor recruiting pipeline by leveraging team resources and implementing best practices • Maintain accurate and timely candidate records in recruiting contact management system • Communicate advisor recruiting status and results effectively to internal and external audiences • Answer advisor questions and resolve issues as needed • Communicate Ameriprise value proposition through brokerage knowledge and expertise effectively to prospective advisors • Evaluate advisor practices to ensure portability of assets and compliance with company hiring standards • Create a consistent, high-volume flow of qualified candidates through various sources • Build centers of influence to promote advisor referral opportunities • Build and maintain strong partnerships between corporate partners, field leaders and advisors to achieve recruiting goals • Set expectations with advisors and field leaders around recruiting process • Extensive phone work is instrumental to success in the role • Demonstrate and maintain a strong fundamental knowledge of products, process and capabilities for broker dealer • Maintain current industry competitive intelligence, benchmarking and analysis

Title: Complex Director, Ameriprise Financial Advisors - OR/WA Complex Locations: 07182 Seattle (P1) Seattle, Washington Portland, Oregon time type Full time job requisition id R26_0625 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 The Complex Director seeks to drive profitable multi-office growth across the Oregon and Washington State geography (i.e., complex) by creating a compelling business plan emphasizing profitable growth through effective management of P&L, implementing sound strategy and growth through advisor and client acquisition, retention, tenure, and productivity. The Complex Director will drive revenue and asset growth, effectively segmenting the needs and prioritizing the opportunities of the complex, developing high-performing branch and associate managers, and optimizing resources across the complex including strong partnerships across the operations team. Key Responsibilities - Accountable for own branch and branches within the Oregon and Washington State complex. - Lead branch and associate managers, advisors, and build strong partnerships with operations staff and other resources that support the complex. - Lead from the front by demonstrating effective strategies, demonstrate appropriate leadership competencies and executing the playbook to drive results. - Understand skills of branch managers and leverage talents to drive performance. Develop and execute performance improvement plans when necessary. - Implement national recruiting strategy. Lead branch managers and recruiting partners to execute. - Recruit high quality experienced advisors and novice advisors to your branch and complex. - Actively generate leads into local area pipeline and manage the end-to-end candidate experience. - Understand the Ameriprise value proposition, develop branch’s unique value proposition, and articulate each to candidates. - Execute on onboarding and ramp-up plans that drives growth. - Drive profitable organic growth of the complex and branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience. - Inspect results regularly and provide regular coaching to branch managers and advisors in your branch on business planning, client acquisition, advice, investment solutions, external practice acquisition, and more. - Lead the complex with integrity. - Ensure brand standards, client service and client satisfaction are met. - Maintain a legal and compliant organization. - Perform front-line supervision and second level supervision activities to ensure sales activities are appropriately based on client objectives, goals, and risk tolerance. - Anticipate, manage, and resolve risk items to ensure the interests of the client. Develop strong local culture, including a culture of peer learning and comradery; achievement orientation; growth and continuous development. - Ensure Ameriprise core values are upheld - client focus, integrity always, excellence in all we do, and giving back to the communities in which we live and work. - Quarterly Periodic Business Reviews with Branch Leader and Regional Sales Leader. Monthly results review with Branch Leader. - Weekly to bi-weekly 1:1s with Level II+ advisors. - Bi-weekly results review with branch managers. - Monthly reviews with branch and complex support staff. - Weekly visits to branches within complex. Required Qualifications - Bachelor’s degree or equivalent (4-years). - Experience: 7-10 years of relevant experience. - Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience. - Active FINRA Series 7. - Active FINRA Series 24, or S9/10. - Active State Securities Agent Registration (S63 or S66). - Active IAR Registration (S65 or S66). - Active Life and Variable Contracts insurance licenses. - 7-10 years of professional experience. - Self-driven and achievement oriented. - Ability to execute a predefined playbook to drive results, and lead others to do the same. Strong presentation skills and executive presence. - P&L expense management and ability to analyze data and reports to determine business opportunities. - Proven leadership skills and ability to drive & motivate a large organization to achieve results. - Knowledgeable and able to develop networks with a wide array of communities. Preferred Qualifications - Master’s degree and/or relevant industry designations preferred (e.g., CFP). 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 $100,000-120,000 / 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 Sales Line of Business AAG Ameriprise Advisor 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.

Title: Service & Operations Specialist – Tax Reporting Location: - Minneapolis, Minnesota - Charlotte, North Carolina Hybrid Full time Job Description: 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 Summary The Service & Operations Specialist – Tax Reporting is responsible for ensuring accurate tax withholding and regulatory reporting for domestic and foreign clients. This role plays a critical part in meeting IRS regulatory obligations, particularly related to Form 1042‑S reporting for foreign clients. The position involves complex tax rules, high attention to detail, and close collaboration with internal partners to ensure compliance and accuracy. Key Responsibilities - Ensure accurate withholding and reporting of income subject to U.S. tax regulations for domestic and foreign clients. - Prepare, validate, and reconcile IRS Form 1042‑S for foreign clients in accordance with regulatory requirements. - Identify, research, and resolve discrepancies related to tax withholding, client income reporting, and regulatory compliance. - Support additional tax reporting functions and regulatory initiatives as required. - Maintain detailed documentation and follow established controls to ensure audit readiness and compliance. - Partner with internal stakeholders to support smooth processing and timely reporting cycles. Qualifications - Experience in service, operations, tax reporting, or financial services operations - Strong understanding of regulatory compliance and data accuracy requirements - High attention to detail with the ability to work accurately in a deadline-driven environment - Strong analytical and problem-solving skills - Ability to navigate complex rules and apply them consistently - Effective written and verbal communication skills 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 $54,400 - $74,800 / 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 Non-Exempt Job Family Group Client Service Line of Business CLEAR Clearing 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.

Title: Field Administrative Assistant Location: New York, New York Job Description: 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 Partner with field leadership in providing support and coordination within the assigned territory, including meeting and conference coordination and developing communications. Provide day-to-day coordination and support for territory initiatives and project activities to ensure key tasks and deadlines are met. Act as relationship manager for select advisors and staff in territory to connect with corporate resources and programming. 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: NY (NY Metro), PA (Central PA) - Mid-Atlantic. 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). Key Responsibilities - Advisor and Staff Engagement: Own the primary relationship with identified advisors to drive net flows and client acquisition. Follow-up with additional advisors based on actions from FFVP meetings. Support advisors in enrolling with Coaching Programs and Forums. Responsible for maintaining relationships with new and tenured advisor staff members to enroll in training opportunities and provide firm resources to ensure they are well positioned for development and growth. Utilize one-to-one, one-to-few, and one-to-many tactics. Capture their own activity in SalesForce. May support EAR relationship management as needed. - Event focus: Coordinate territory events (i. e., Town Halls, Workshops, Focus Groups, Forums, etc.) and on-going programs (i.e. advisor recognition). Negotiate venue contracts and reserve space, schedule speakers, manage vendors and participants, and coordinate event logistics including registration and attendee tracking, presentations, and other materials required to support the event. Seek out various wholesaling organizations to organize speakers and obtain sponsorships. Also coordinate track and distribute advisor recognition. - FVP/FRE Partnership: Lead the creation and distribution of the FFVP monthly newsletters for advisors, report generation for meeting prep leveraging tools and technology, triaging email correspondence and creating presentations and meeting preparation. Manage the coordination of various Advisor Engagement Programs for the territory using various systems and tools, including Salesforce, Excel, and CVENT. - Team Approach: Partner with and provide work direction Ameriprise India field coordinator colleague to execute tasks on behalf of FFVP. Provide cross-functional support to ensure optimum advisor experience as needed or other duties as assigned. Required Qualifications - Associates degree or equivalent and 3+ years of relevant work experience. - Strong organizational and prioritization skills and ability to process multiple task in a fast-paced environment with minimal supervision - Proficient with standard business hardware and software (including Microsoft Office products) - Ability to grow positive relationships with advisors, staff, field leadership team and colleagues at all organizational levels - Ability to work independently - Ability to handle/maintain private and confidential information in an appropriate manner - Ability to travel 10-20% Preferred Qualifications Base Pay Salary The estimated base salary for this role is $70,100 - $93,500 / 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 Non-Exempt Job Family Group Business Support & Operations 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.