BRYAN KUECHENMEISTER

RESUME

All Positions Held at Ameriprise Financial

Minneapolis, Minnesota

SR. OPERATIONS MANAGER

May 2017 - Present

Lead both the Experienced Advisor Recruit (EAR) help desk and the EAR remote onboarding
teams.
- Sponsor and act as business owner on many small to medium projects and business initiatives.
- Presented at regional and national company meetings via WebEx and in person.
- Created new remote onboarding process that resulted in a labor cost savings more than 50%
- Managed teams that are constantly beating their benchmarks and lead the company in customer satisfaction scores.

PRODUCT MANAGER

April 2015 - May 2017

- Manage multiple managed account products on the Ameriprise and Envestnet Platforms with over
$340 billion in assets under management.
- Run many cross organizational projects and enhancements from start up to completion, while ensuring tight deadlines and budgets are met.
- Work closely with both internal and external portfolio managers on our SMA and UMA platforms.
- Serviced as a product lead on Ameriprise Department of Labor (DoL) projects across multiple work streams.
- Own content across many platforms that are both advisor and client facing. Ensuring that all content including functionality and disclosures and accurate and up to date.
- Facilitate weekly “Run the Business” meeting documenting all open projects, enhancements, recoveries and BAU work from start up to completion.
- Maintain the working relationship between our products organization and our service organization. Resulting in both sides of the organization being aware of upcoming work and staying head of issues before they surface.

LEAD BUSINESS SYSTEMS ANALYST

September 2013- April 2015

- Lead a team of business analysts that were responsible for all leading recoveries efforts, projects
and enhancements for RiverSource Annuity Service.
- Managed many cross organizational projects working closely with Service Delivery, Legal, Compliance and other areas of Ameriprise.
- Created an executed the launch of the new RAS Change Management Control (CMC) process.
- Presented projects and status updates to RASCA and Sr. Leadership on a regular basis.
- Prioritized and managed multiple projects and deadlines, while providing all deliverables on time resulting in tasks staying on schedule and within budget.

EXPERIENCED ADVISOR RECRUIT (EAR) TRANSITION SPECIALIST

October 2011 - September 2013

- Served as first level support for inquiries ranging from products, policies, procedures and tools to
newly acquired EARs and staff.
- Managed over 20 transitioning practices locally resulting in over $1 billion in new asset brought into the firm in 2012.
- Trained EARs and staff on Advisor Tools such as Thomson One, Advisor Compass, NBST and Status Manager focusing on integration into practice processes.
- Developed a personalized plan for each office ensuring an organized and efficient transition of their practice to Ameriprise.
- Delivered remote support and training to over 600 advisor and staff in 2012 resulting in over $18 Billion in new assets into Ameriprise.