Senior Director, Transformation & Finance Analytics

Ameriprise Financial Services, LLCMinneapolis, MN
Hybrid

About The Position

The company is a diversified financial services leader with over $1.5 trillion in assets under management, administration, and advisement as of year-end 2024. With a team of 22,000 people across 19 countries, it serves more than 3.5 million individual, small business, and institutional clients. The company is a longstanding leader in financial planning and advice, a global asset manager, and an insurer, with businesses including Ameriprise Financial, Columbia Threadneedle Investments, and RiverSource Insurance and Annuities. They focus on clients, foster meaningful careers, invest in the future, and make a difference globally. The Senior Director – Strategic Transformation & Finance Analytics is responsible for leading high-impact, data-driven transformation initiatives across Ameriprise Wealth Management (AWM). This role involves close partnership with business leaders, Finance, and Data & Analytics teams to improve key client & advisor metrics and operational effectiveness through structured transformation methodologies and actionable insights. The position serves as a key execution leader, translating enterprise strategies into measurable business results while strengthening accountability, governance, and decision-making through analytics.

Requirements

  • 10+ years of experience in business transformation, operations strategy, analytics, or related fields.
  • Bachelor's degree or equivalent.
  • Proven ability to lead complex, cross-functional initiatives and influence senior stakeholders.
  • Strong analytical, strategic thinking, and problem-solving capabilities.
  • Demonstrated experience translating data and analysis into actionable business insights.
  • Excellent communication, facilitation, and executive-level presentation skills.
  • 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).

Responsibilities

  • Lead end-to-end AWM transformation initiatives focused on client growth, advisor recruiting, retention, and operational efficiencies, aligned to enterprise priorities.
  • Partner with senior business leaders to identify POD gaps, design improvement strategies, and drive execution using data-driven insights.
  • Influence key business decisions by translating complex analyses into clear, compelling recommendations that drive action.
  • Act as a catalyst for business change by embedding measurement, monitoring, and accountability frameworks into transformation efforts.
  • Support enterprise growth by identifying opportunities to improve advisor efficiency, client experience, and operational scalability.
  • Partner with Finance, Ameriprise Information Management (AIM), and Enterprise Data & Analytics (EDAI) teams to ensure consistent, reliable, and actionable insights are used to support AWM transformation initiatives.
  • Translate analytics outputs into business-relevant narratives that inform strategy, prioritize initiatives, and support trade-off decisions.
  • Support the data-to-decision lifecycle, ensuring insights move from analysis to execution and business impact.
  • Promote best practices in analytics usage, governance, and decision support that align with broader Finance Data initiatives.
  • Serve as a trusted transformation partner across Finance, Operations, Technology, and business teams.
  • Influence adoption of process improvement methodologies and structured problem-solving approaches.
  • Support leaders in selecting high-value initiatives that deliver measurable business results.
  • Drive alignment across multiple teams to ensure initiatives are coordinated, scalable, and sustainable.
  • Provide leadership, coaching, and development for a team of transformation professionals and analysts.
  • Foster a culture of continuous improvement, collaboration, and analytical rigor.
  • Build transformation and analytics capabilities to support current and future AWM priorities.

Benefits

  • competitive and comprehensive benefits program
  • vacation time
  • sick time
  • 401(k)
  • health insurance
  • dental insurance
  • life insurances
  • variable pay in the form of bonus, commissions, and/or long-term incentives
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