Team Lead - Operations (Financial Services)

Location: Minneapolis, Minnesota, United States. Hybrid schedule with at least four days per week in the office and flexibility to work from home one day per week.

Base salary: $62,300–$85,700 per year, plus potential variable compensation and benefits.

Company

Diversified financial services organization providing financial planning, asset management, insurance, and advisory services to individual, small business, and institutional clients.

What you will do

• Lead, coach, and provide daily work direction to direct reports.
• Support cost-basis processing standards, procedures, and techniques.
• Help resolve complex and high-priority service issues for advisors, clients, and relationship partners.
• Manage workloads and priorities to maintain accurate transaction processing and high service quality.
• Contribute subject matter expertise to cross-functional projects and process-improvement initiatives involving risk and controls.
• Review exception trends, provide performance feedback, and implement corrective actions.

Requirements

• High school diploma or GED.
• 3–5 years of relevant experience.
• Previous experience coaching or providing indirect leadership to others.
• Strong organizational and communication skills, including the ability to explain complex issues clearly.
• Valid United States work authorization without current or future visa sponsorship requirements.

Nice to have

• Bachelor’s degree or equivalent four-year education.
• Previous direct leadership experience.
• Experience with Ameriprise procedures and policies.

Culture & Benefits

• Client-centric, relationship-based working environment focused on in-person collaboration.
• Vacation and sick time.
• 401(k) plan.
• Health, dental, and life insurance.
• Potential bonus, commission, and long-term incentive compensation depending on the role.