Lead Service Operations Specialist

Lead Service Operations Specialist### Lead Service Operations Specialist Apply:
Hybrid:
Minneapolis, Minnesota:
Las Vegas, Nevada:
Charlotte, North Carolina:
Full time:
Posted Today:
End Date:
November 11, 2026 (20 days left to apply):
R26 _4255
** 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 year-end 2024. Our team of 22,000 people across 19 countries, serves 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 River Source Insurance and Annuities.

Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
** Job Description
** As a Lead Service Operations Specialist, you will serve as a business analyst and process optimization leader for Brokerage Operations. You will identify opportunities to improve operational efficiency, document business requirements, support technology modernization initiatives, analyze operational processes, and drive continuous improvement efforts. You will partner closely with Operations, Technology, Risk, Compliance, and other business stakeholders to streamline processes, reduce manual effort, strengthen controls, and enhance the client and advisor experience.
This position can be based out of our Minneapolis, Charlotte, or Las Vegas office.
** Key Responsibilities*
* ** Process Optimization & Continuous Improvement
*** Analyze operational workflows to identify inefficiencies, bottlenecks, control gaps, and automation opportunities.
* Facilitate process mapping, root cause analysis, value stream reviews, and workflow redesign activities.
* Develop recommendations to improve scalability, quality, productivity, risk management, and service outcomes.
* Support Lean, Six Sigma, and continuous improvement initiatives.
* Measure and report on the results of process improvement initiatives.
** Business Analysis & Requirements Management
*** Gather, document, and prioritize business requirements for operational enhancements and modernization initiatives.
* Create business requirements, user stories, process flows, decision trees, and operational procedures.
* Partner with technology teams throughout solution design, development, testing, and implementation.
* Ensure business requirements align with regulatory, operational, and customer experience objectives.
* Support change impact assessments and implementation planning.
** Data Analysis & Reporting
*** Analyze operational metrics, volumes, trends, and performance indicators.
* Develop reporting and dashboards that provide actionable operational insights.
* Monitor key performance and risk indicators to identify emerging opportunities or issues.
* Present findings and recommendations to leadership.
** Project Support & Change Management
*** Support operational and technology projects from inception through implementation.
* Coordinate testing activities, including creation of test scenarios and execution support.
* Assist with training, communication, and adoption activities for new processes and systems.
* Track project actions, decisions, risks, and dependencies.
** Required Qualifications*
* * Associate degree or equivalent experience.
* 5 to 7 years of experience in operations, business analysis, process improvement, or related disciplines.
* Strong analytical and problem-solving skills.
* Experience documenting business requirements and process workflows.
*…