Operations Manager - Portfolio Accounting Job
-
Ameriprise Financial Services, Inc.
-
USA-MN-Minneapolis
-
Competitive
-
Permanent
-
Full time
-
Jan 26, 2013
-
1157231
Job Description
Available Openings: 1
Job Title: Operations Manager
- Portfolio Accounting
Job ID: 85513
Location: Minneapolis, MN
Business Unit: US Asset Management
Full/Part Time: Full-Time
Eligible for Relocation: N
Regular/Temporary: Regular
Travel Percentage: None
License:
About Ameriprise
Focused on people, not just our bottom line.
Here,
you'll be part of an inclusive, collaborative culture that rewards you
for your contributions. You'll work with other talented people who share
your passion for doing great work that's in the best interest of our
clients. And you'll have plenty of opportunities to make your mark at
the office
- and a difference in your community. So if you're
talented, driven and want to work for a company that cares, put a
rewarding career more within reach at Ameriprise Financial.
Responsibilities
Columbia
Management, an Ameriprise Financial company, is seeking an Operations
Manager - Portfolio Accounting to be based in Minneapolis, MN.
This
position is accountable for institutional portfolio accounting
functions including establishing and maintaining client accounts;
maintaining account and security master information; and ensuring
activities are properly reflected in the accounting system such as cash,
income, and securities. In this role, the manager is responsible for
planning, organizing and guiding a team of accounting analysts in the
day-to-day operation functions, improvement of the processes and
procedures, and measuring department performance, both qualitatively and
quantitatively.
Responsibilities include:
*
Daily management of business functions, processes and associated
operations staff of direct reports. Manage workflow, change management,
issue escalation and resolution.
* Ensure tasks and resources are
assigned, provide work direction, monitor progress to ensure goals are
on track, proactively identify and minimize issues/risks, and provide
management and status reporting.
* Set team goals, manage performance, hire and train staff, coach staff and people development activities.
*
Maintain relationships with external (e.g. system vendors) and internal
partners (e.g. reporting, investments, performance, and technology) to
achieve goals. Understand internal and external client goals, needs and
expectations. Provide effective and timely communication.
*
Monitor, track and report on performance against service level goals and
benchmarks. Perform trend analysis, identify, recommend and implement
process improvements designed to meet client expectations and corporate
goals.
* Ensure policies and procedures are current and provide oversight of policies and meet compliance and business requirements.
*
Provides subject matter expertise to business-driven initiatives,
internal partners, leadership or projects related to operations as
necessary. Leads change management activities including defining the
work plan and supporting resources to execute initiatives.
Required Qualifications
*
Bachelor-s degree (or equivalent experience) with 3 -5 years accounting
experience in the financial services industry in a similar operations
role responsible for day-to-day processes. Specific business knowledge
preferred in the areas of asset management, accounting practices,
security processing, control and oversight processes, and technology
systems used to support business needs.
* Proven people leadership with prior experience managing a team of direct reports.
*
Strong leadership competencies and execution skills by way of
cross-collaboration and workflow facilitation with multiple internal
business partners.
* Proven ability to manage multiple priorities
and time sensitive deadlines; must be highly responsive and proactive
in a fast-paced, changing environment.
* Strong analytical and critical thinking skills with the ability to interpret data, reach conclusions, and take action.
* Ability to think strategically while maintaining focus on a tactical level.
*
In-depth knowledge of business operations and complex business
processes with ability to conduct change management and process
improvement initiatives.
* Strong relationship and communication
skills in working with colleagues and business partners across multiple
levels of leadership; ability to present and influence on
recommendations.
* Demonstrated proficiency in MS Office applications.
Preferred Qualifications
*
Prior business analysis and/or project management experience including
process design and development, impact assessment, requirements, design,
build, test and implementation.
* Prior use of GIM2000 accounting system.
Disclosure
Brokerage,
investment and financial advisory services are made available through
Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products
and services may not be available in all jurisdictions or to all
clients. Ameriprise Financial Services, Inc. is an Equal Opportunity
Employer.
- 2011 Ameriprise Financial, Inc. All rights reserved.
JCODE
JCODE:23269
JCODE:23913
