This role is critical to ensuring the integrity, efficiency, and scalability of our investment operations across global markets. You will oversee core functions such as trade settlement, cash and collateral management, derivatives lifecycle oversight, and position reconciliation, while supporting front-office investment teams and maintaining strong relationships with custodians and counterparties.
For this critical senior-level position, we are open to considering candidates based in Minneapolis (USA), Boston (USA), London (UK), Swindon (UK), or Gurugram (India).
Key Responsibilities
Strategic Leadership:
- Define and execute the strategic direction for Investment Operations in alignment with firm-wide investment goals.
- Monitor global regulatory developments and assess their impact on investment products, operational workflows, and risk exposure.
- Communicate operational strategy and priorities clearly across teams and senior stakeholders.
Operational Oversight:
- Manage daily operations supporting a diverse range of asset classes and investment vehicles, including complex and emerging products.
- Ensure timely and accurate trade confirmation, settlement, and reconciliation across global markets.
- Oversee cash management and derivatives lifecycle processes to support portfolio managers and traders.
Risk & Compliance:
- Implement and maintain a robust control framework to mitigate operational, financial, and reputational risks.
Ensure compliance with internal policies and external regulatory requirements across jurisdictions.
Technology & Change Management:
- Lead system implementations and enhancements to support new investment strategies, regulatory changes, and operational efficiencies.
- Drive automation and process improvements to scale operations and reduce manual risk.
Relationship Management:
- Partner with custodians, brokers, and counterparties to ensure high service standards and resolve operational issues.
- Collaborate with internal teams across Investment Management, Compliance, Risk, and Technology.
Financial Stewardship:
- Manage departmental budgets, identify cost-saving opportunities, and ensure efficient resource allocation.
Project Leadership:
- Lead cross-functional initiatives and global projects, delivering results on time and within budget.
Required Qualifications
- Minimum of 10 years of experience in investment operations within asset management, banking, or financial services.
- Proven leadership experience managing global teams and complex operational functions.
- Deep understanding of trade lifecycle, derivatives, cash management, and reconciliation processes.
- Strong knowledge of regulatory frameworks impacting investment operations (e.g., SEC, CFTC, EMIR, MiFID).
- Experience with investment operations systems and platforms (e.g., Bloomberg, Aladdin, SWIFT).
- Excellent communication, strategic thinking, and stakeholder management skills.
- Demonstrated ability to lead change, drive process improvements, and manage risk effectively.
Preferred Qualifications
- Bachelor’s degree in finance, Business Administration, Economics, or related field; advanced degree (MBA or CFA) preferred
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 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of 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.
Base Pay Salary
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
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