Reporting directly to the Vice President Securities, Finance and Corporate Development, this position will primarily be responsible for a wide range of merger & acquisition and corporate development duties and will also provide support to the broader work of the Securities, Finance and Corporate Development team.
Provide support on all aspects of M&A and corporate development across all business lines and geographies (including performing and coordinating diligence, drafting bid letters and indications of interest, drafting and negotiating various transaction documents, deal project management with subject matter experts, coordination with outside counsel, post-closing and integration / separation support on transactions and additional research and analysis in support of M&A and corporate development).
Lead all aspects of legal support to our wealth management businesss acquisition program for advisors leaving the industry and seeking to sell their advisor practice (including diligence, drafting, counseling and negotiating all legal aspects of these transactions).
Advise wealth management operations team on unique transactional matters.
Support other strategic or equity investments and other corporate transactions.
Support special enterprise projects.
Support to broader team on corporate finance and treasury transactions (such as debt offerings).
May assist group in aspects of public company disclosure work – peer research, drafting and other research and analysis.
May provide corporate governance support.
May provide support to enterprise compliance program that arises from Ameriprises status as a savings and loan holding company that is a financial holding company.
Tracking relevant regulatory change.
1-3 years of relevant experience.
Admission to MN State Bar (or to appropriate state bar given location); maintain good standing.
Previous in-house experience (or relevant experience in private practice) in providing practical advice to business partners.
Experience performing functions that require drafting of deliverables, information analysis, and coordination of inputs and resources
Makes decisions quickly and appropriately using expertise, recognizing high demands of business partners.
Demonstrate accuracy, thoroughness, and thoughtfulness in legal analysis and recommendations delivered both verbally and in writing.
Client service focused.
Ability to collaborate effectively across the GCO and enterprise, while working respectfully with colleagues and driving results.
Experience working in financial services