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Ameriprise Financial Lead Business Systems Analyst in Minneapolis, Minnesota

"Ameriprise Financial is seeking a leader with strong data and operations background with specific expertise in brokerage client tax reporting to lead a small team responsible for ensuring data and production accuracy for non-qualified client and IRS tax reporting.Key ResponsibilitiesMaintains and improves pre-production data validation processes and documentation related to non-qualified client brokerage tax reporting.Works closely with upstream and downstream business partners to develop and implement collaborative solutions to new or changed business or regulatory requirements impacting or potentially impacting tax reporting processes.Leads a team of 2-5 business analysts through annual tax season validation and production processes as well as continuous improvement of the team's validation tools and processes.Provides assistance and leadership with business partners to solve client and advisor service requests and new or modified reporting needs to support a competitive, first-in-class wealth management offering.Enable data quality reporting, issue identification, remediation, and tracking, ensuring trust and confidence in tax reporting data.Provide analytics as needed to Service Operations leadership and business partners.Work with brokerage and tax reporting vendors to maximize communication, identify and resolve issues impacting tax reporting, and identify opportunities to provide new or improved services to clients and advisors.Collaborate with business partners to stay abreast of new and changed regulation impacting or potentially impacting client tax reporting and lead initiatives to update processes accordingly.Support organizational initiatives as a representative of the Service Operation tax reporting team.Build and support employee engagement through leadership and experience sharing both on-team and in broader organizational engagement activities.Stay abreast of industry tax reporting trends and best practices through vendor user groups, industry peer groups, and regulatory committees.Establish and maintains effective working relationships, both internally and externallyRequired QualificationsBachelor's degree or equivalent5-7 years of relevant experience, ideally in the financial industryFamiliarity with tax reporting related to retail investment and retirement accountsExperience with data management tools and structuresExperience with brokerage and/or tax reporting vendorsUnderstanding of key IRS tax reporting regulations related to retail investment and retirement accountsAnalytics experience, e.g., data visualization, data analytics, data mining, business intelligence, preferred.Ability to resolve practical problems and handle a variety of concrete variables in situations where only limited standardization exists.Strong communication skills regarding both technical and non-technical mattersStrong analytical and documentation skillsAbility to balance multiple projects with attention to detail while meeting deadlinesPreferred QualificationsFamiliarity with LEAN processesExperience leading teams of 3+ individual contributorsSeries 7 ; Series 24 even betterIntermediate experience with PowerPoint, Access and Excel.About Our CompanyWe're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing 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 Services, 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.Ameriprise Financial is an equal opportun ty 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.Full-Time/Part-TimeFull timeExempt/Non-ExemptExemptJob Family GroupBusiness Support & OperationsLine of BusinessCLEAR Clearing https://www.eeoc.gov/eeo-policy-statement

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