Ameriprise Financial Services, LLC Tech Stack
Financial advisory and asset management platform serving individual and institutional investors
Ameriprise operates a nationwide financial advisory network (~10,000 advisors across 50 states) supported by enterprise infrastructure spanning Salesforce, Power BI, Kubernetes, and SQL Server. The company is actively adopting Snowflake while phasing out SQL Server Integration Services—a shift toward cloud-based data analytics. Hiring velocity is accelerating across operations, support, and finance, while internal projects cluster around branch profitability, client onboarding consistency, and marketing optimization, suggesting a focus on operational scaling and advisor enablement.
Tech Stack 163 technologies
What Ameriprise Financial Services, LLC Is Building
◆Challenges
- Ensuring sla compliance
- Process inefficiencies
- Recruiting high quality advisors
- Profitable organic growth
- Grow branch profitably
- External practice acquisition
- Closing identified gaps
- Risk mitigation
- Managing office workflow
- Risk identification and minimization
▲Active Projects
- National recruiting strategy
- Develop branch value proposition
- Evaluate social media engagement results for the branch to create a proposal for improvement
- Assess new client onboarding approach across the branch to create a proposal for increased consistency
- Review client acquisition, marketing and event strategy and execution across the branch and collaborate with branch leaders to improve results
- Onboarding and ramp-up plans
- Marketing event coordination
- Internal reporting capabilities development
- Front-end for core infrastructure services
- Modernization and migration initiatives
Hiring Activity
Department
Seniority
Notable leadership hires: Director, Sales Director, Director of Engineering, Administrative Assistant Marketing Lead
