Senior Financial Analyst

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

Key Responsibilities

• Perform financial modeling and Cost Benefit Analyses (CBAs) to support advisor recruiting opportunities.
• Analyze advisor recruiting deals, payout structures, offer economics including profitability and cash flow.
• Partner with recruiting leaders and field management to evaluate advisor packages, acquisitions, and growth opportunities.
• Conduct advisor ramp-up and performance analyses using historical and projected business data.
• Provide financial recommendations and decision support for recruiting offers to senior leadership.
• Support special projects related to advisor recruiting strategy, compensation programs, and business growth initiatives.

Required Qualifications

• Bachelor’s degree (or equivalent) in Finance, Accounting, Economics, or a quantitative field.
• 3–5 years of experience in a financial, analytical, or related role.
• Strong command of financial modeling and analysis using spreadsheets and analytical tools.
• Attention to detail with a focus on accuracy and quality.
• Proven ability to manage multiple priorities in a deadline-driven environment.
• Demonstrated ability to produce clear, decision‑supporting analyses and recommendations.
• Strong written and verbal communication skills, including experience presenting to management.
• Strong interpersonal skills to collaborate with Business partners and build strong relationships. 

Preferred Qualifications

• May have MBA or other advanced degree/certification.
• Experience in building relationships that influence and establish credibility across an organization – to business partners, senior finance leadership, other finance areas, etc.

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.

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

Full-Time/Part-Time

Exempt/Non-Exempt

Job Family Group

Line of Business  

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.