Description
Key Responsibilities
Review and analyze investment management contracts, investment guidelines, fee schedule, amendments, etc. to identify non-standard language for circulation to internal teams to support client requests.
Partner with key business leaders – legal, portfolio managers, investment compliance, sales, billing, and operations - to complete the negotiation of contract terms in a thorough and timely manner ensuring all interested parties are involved in decision making.
Ensure that documentation is vetted, approved and documented in corresponding systems prior to account funding.
Continuously collaborate with other members of the Global Contract Office to maintain effective workflow, consistent process execution and unified approaches to work items.
Assist with ad hoc legal reviews, management reporting, and audit/control testing.
Lead and/or participate in ad hoc process improvement projects for the Global Contract Office.
Required Qualifications
Minimum of 4 to 6 years of experience in the financial services industry.
Bachelor’s degree or equivalent.
Investment management industry experience including solid understanding of asset management, financial instruments, and institutional clients.
Prior experience managing legal documents in the financial services industry.
Exceptional attention to detail in written form.
Track record of working with senior leaders to resolve complex client requests.
Analytical and dynamic mindset to understand, adapt, and apply regulatory, client, and economic changes to paperwork, processes, and controls.
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 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.
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.
Full-Time/Part-Time
Exempt/Non-Exempt
Job Family Group
Line of Business
Requisition Number
R25_0000003447