Vanessa Post

Vanessa Post Email and Phone Number

Director - Sr. Director-Risk Management @ Ameriprise Financial Services, Inc.
Saint Paul, MN, US
Vanessa Post's Location
St Paul, Minnesota, United States, United States
Vanessa Post's Contact Details

Vanessa Post personal email

n/a
About Vanessa Post

With over 15 years of experience in the financial services industry, I am currently a senior director of risk management at Ameriprise Financial, where I oversee the compliance and governance of various wealth management programs and initiatives. I hold the Series 7 and 24 licenses issued by the Financial Industry Regulatory Authority (FINRA).My core competencies include risk assessment, internal control improvement, project management, cross-functional leadership, and business intelligence. I am passionate about creating and implementing program management strategies that improve quality, create efficiencies, delight clients, and achieve long-term success. I am also adept at leveraging data and technology to enhance customer satisfaction, operational efficiency, and marketing effectiveness.Some of my career highlights include establishing a program that protected $250M of revenue for the firm, implementing Salesforce for the team to increase client engagement by 34%, and decommissioning a legacy system with a cost saving of over $160K and a cost avoidance of over $1M. I am also a dedicated mentor and compassionate leader who empowers and supports my teams to meet and exceed defined requirements and expectations.

Vanessa Post's Current Company Details
Ameriprise Financial Services, Inc.

Ameriprise Financial Services, Inc.

View
Director - Sr. Director-Risk Management
Saint Paul, MN, US
Website:
ameriprise.com
Employees:
2
Vanessa Post Work Experience Details
  • Ameriprise Financial Services, Inc.
    Director - Sr. Director-Risk Management
    Ameriprise Financial Services, Inc.
    Saint Paul, Mn, Us
  • Ameriprise Financial Services, Inc.
    Director - Sr. Director-Risk Management
    Ameriprise Financial Services, Inc. Jul 2017 - Present
    Greater Minneapolis-St. Paul Area
    Validate compliance with policies, including KRIs creation, PPA Program development, and AWM Risk Program enhancement by deploying a sustainable compliance framework and governance structure. Act as chair for the PPA Governance Committee to attain program objectives while heading committee meetings.Highlights of accomplishments in this role include:• Established a compliance and risk management program within an aggressive time frame by utilizing limited resources and influencing challenging business partners.• Augmented a broader rich management program for wealth services to protect clients, comply with regulatory requirements, and achieve long-term success and sustainability.• Supervised a team of two professionals to accomplish risk office goals by setting clear expectations and collaborating on solutions.
  • Ameriprise Financial Services, Inc.
    Director-Marketing Programs
    Ameriprise Financial Services, Inc. Jan 2012 - Jul 2017
    Greater Minneapolis-St. Paul Area
    Expedited client solution delivery to increase customer satisfaction, created efficiencies, and reduce costs by transferring the business from individual client relationships to a team environment. Conducted script writing and liaised with the content marketing team to devise content for the group, engaging clients and prospects.Highlights of accomplishments in this role include:• Implemented Salesforce for the team to deliver robust information for client engagement, enhancing sales and marketing objectives by 34%. • Administered three people to increase operational capability by measuring performance and encouraging open communication.• Directed a team of five professionals to achieve larger organizational goals by recognizing good work, setting clear expectations, and offering training opportunities.
  • Ameriprise Financial Services, Inc.
    Director-Financial Planning Tools & Content
    Ameriprise Financial Services, Inc. Apr 2010 - Jan 2012
    Greater Minneapolis-St. Paul Area
    Associated with external providers for financial planning tools to gain access to specialized expertise, increased efficiency, enhanced technology, and risk management. Ensured availability of tools and content through technological platforms to increase accessibility and enhance the user experience by partnering with technology teams.Highlights of accomplishments in this role include:• Headed a team of twelve members to decommission a long-standing legacy system with no user exceptions by identifying dependencies and impacts and planning for user training and support, achieving a cost saving of over $160K and a cost avoidance of over $1M.• Spearheaded team to transfer 20K user portfolios from customized platform to core platform, saving the cost of $1.4M for the organization.• Maintained focus on vendor procurement to gain access to specialized expertise and achieve long-term success.• Superintended a team of five professionals to elevate new and existing advisor tools by capitalizing on employee strengths.
  • Ameriprise Financial Services, Inc.
    Director-Funds Distribution
    Ameriprise Financial Services, Inc. Aug 2006 - Apr 2010
    Greater Minneapolis-St. Paul Area
    Administered partners like fidelity and Franklin Templeton mutual fund offers by working with a group that performed the due diligence on such organizations. Revisited the strategy for third-party revenue to adapt to changing market conditions and uphold organizational competitiveness.Highlights of accomplishments in this role include:• Brokered and executed 60+ firms that generated additional estimated revenue of $800K by heading teams and projects within clearly defined scopes.• Spearheaded team with fifteen members to manage business partners, garnering $48.3M in revenue for the firm by setting clear expectations.• Managed five product managers to finalize projects, such as Share Class by utilizing available resources, obtaining $2.3M of cost avoidance.• Oversaw a team of seven people, managed external relationships, and boosted productivity and performance by collaborating on solutions.
  • Ameriprise Financial Services, Inc.
    Integration Manager/Product Manager
    Ameriprise Financial Services, Inc. Jun 2003 - Aug 2006
    Greater Minneapolis-St. Paul Area
    Developed cross-organizational relationships, led projects such as Fund of Funds in SPS which led to $42.5M in sales in 3 months and managed multiple complex compliance initiatives including investment advisory procedures and ERISA notification. Led and developed teams from 1 to 7 professionals.
  • Thrivent Financial For Lutherans
    Sr. Shareholder Accounting/Business Analyst
    Thrivent Financial For Lutherans Nov 2002 - Jun 2003
    Greater Minneapolis-St. Paul Area
    Streamlined processes and worked with vendor to ready organization for transfer agent system migration/integration.
  • T. Rowe Price
    Group Manager, Avp Control Group
    T. Rowe Price Sep 2000 - Apr 2002
    Owings Mills, Md
    Led, managed and developed a team of 27 professionals to oversee third party vendors, banking services and associated reconciliation for all shareholders. Developed 3 managers to be effective leaders and develop bench strengh for the organization. Led cross-organizational projects.
  • Allfirst (Previously First National Bank Of Maryland)
    Market Planning Manager
    Allfirst (Previously First National Bank Of Maryland) May 1997 - Sep 2000
    Baltimore, Maryland Area
    Researched and developed recommendations for brick and mortar, ATM and supermarket locations to support large regional bank expansion. Household demographic data heavily used to determine recommendations.

Vanessa Post Skills

Leadership Management Financial Services Series 7 Series 24 Marketing Strategy Marketing Communications Vendor Management Marketing Management Product Management Strategic Financial Planning Retirement Planning Mutual Funds Investments Wealth Management Securities Asset Management Financial Analysis Process Improvement Finance Direct Marketing Marketing

Vanessa Post Education Details

Frequently Asked Questions about Vanessa Post

What company does Vanessa Post work for?

Vanessa Post works for Ameriprise Financial Services, Inc.

What is Vanessa Post's role at the current company?

Vanessa Post's current role is Director - Sr. Director-Risk Management.

What is Vanessa Post's email address?

Vanessa Post's email address is ne****@****ter.net

What is Vanessa Post's direct phone number?

Vanessa Post's direct phone number is +161267*****

What schools did Vanessa Post attend?

Vanessa Post attended Towson University, Towson University.

What are some of Vanessa Post's interests?

Vanessa Post has interest in Children, Environment, Disaster And Humanitarian Relief, Arts And Culture, Health.

What skills is Vanessa Post known for?

Vanessa Post has skills like Leadership, Management, Financial Services, Series 7, Series 24, Marketing Strategy, Marketing Communications, Vendor Management, Marketing Management, Product Management, Strategic Financial Planning, Retirement Planning.

Who are Vanessa Post's colleagues?

Vanessa Post's colleagues are Charles Walmsley, Mehul Namdev, Gerald Kirschner, Jeffrey Wallace, Kate Johnson, Jeffrey Sonntag, Crpc Tm, Allison Riggs.

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