About Our Company

Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.

We're intentionally built to help you succeed. Our reach is expansive with a Columbia Threadneedle Investments global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses — Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.

Job Description

Coordinate client facing processes across various audiences effectively guiding process and issue resolution. Gather information/data, evaluate for completeness and and accurately perform processes. Perform assigned responsibilities, including quality review for routine processes, assist in workflow management. Support new product initiatives, and re-engineering efforts. Accountable for issue identification, root cause analysis and recommending and executing viable solutions.

Key Responsibilities

• Pro-actively identify issues, develop well thought out and viable solutions for complex issues that are in line with our core competencies, and established processes.  Understand impacts of executing solutions and provide appropriate escalation when clients expectations are at risk or can not be met.   Obtain appropriate approvals and alignment from stakeholders and leaders for exception processes.

• Provide coordination across various internal and external business and operations teams to ensure alignment and readiness for client facing events, product and business initiatives. Conduct external/internal party discussion, providing subject matter expertise, including strong understanding of upstream and downstream process impacts.   Identify and drive issue resolution.

• Perform assigned daily and periodic processes to gather, quality review, and disseminate data.   Ensure all processes are performed in accordance with established procedures, practices and policies and within established service level standards.  Perform review and approval processes for key or high risk processes.  

• Execute business initiatives, re-engineering efforts and product initiatives by developing procedures, work flows and performing user acceptance testing.  

• Complete cross training and back up responsibilities. 

• Complete retention of records, work and other information, following established procedures and policies.

Required Qualifications

• Bachelor’s degree or equivalent work experience. 

• 3-5 years’ experience in the financial services industry.

• Strong oral and written communications skills. 

• Ability to problem solve, investigate, and follow through to effective resolution. 

• Solid understanding of portfolio accounting/investment operations activities.

• Ability to work effectively under pressure, meeting deadlines, and managing multiple priorities. 

• Ability to work with limited work direction and function effectively in a team environment.

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 $75,000 - $91,700 / 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 timeExemptMutual Fund OperationsAMINV US Asset Management

Columbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential.

Columbia Threadneedle 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.