Noida, Uttar Pradesh, India · Hybrid
About Our Company Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financia…
Skills: Financial Planning, Investment Research, Trade Execution, Client Relationship Management, Administrative Support
Noida, Uttar Pradesh, India · Hybrid
About Our Company Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financia…
Skills: Investment Performance Measurement, Data Integrity Validation, Variance Analysis, Performance Attribution Analysis, MS Excel
Noida, Uttar Pradesh, India · Hybrid
About Our Company Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financia…
Skills: Investment Accounting, Fund Accounting, Portfolio Valuation, Reconciliation, Aladdin
Gurugram, Haryana, India · Hybrid
About Our Company Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financia…
Skills: MS Excel, VBA, SQL, Reporting, Data Analytics
Delhi, Delhi, India · Hybrid
About Our Company Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financia…
Skills: Power BI, Tableau, Python, SQL, Data Analysis
London, England, United Kingdom · Hybrid
About Columbia Threadneedle Investments Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses. We're intentionally built to help you succeed. Our reach is e…
Skills: HR Operations Management, Shared Services Model, Case Management, Workday, ServiceNow
Hunt Valley, Maryland, United States · On-site
$82k–$112k/yr
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, s…
Skills: Leadership, Staff Management, Financial Planning, Operational Process Management, Performance Management
Minneapolis, Minnesota, United States · Hybrid
$100k–$137k/yr
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, s…
Skills: Project Management, Scrum Master, Agile Methodology, Waterfall Methodology, Budget Management
Leesburg, Florida, United States · On-site
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative cultu…
Skills: Financial Planning, Data Analysis, Client Relationship Management, Time Management, Verbal Communication
Noida, Uttar Pradesh, India · Hybrid
About Our Company Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financia…
Skills: Client Onboarding, Portfolio Accounting, Investment Operations, Account Maintenance, Stakeholder Collaboration
Boston, Massachusetts, United States · Hybrid
$138k–$186k/yr
About Our Company Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses. We're intentionally built to help you succeed. Our reach is expansive with a Columb…
Skills: Financial Writing, Content Strategy, Investment Analysis, Editorial Management, Stakeholder Management
Midvale, Utah, United States · Hybrid
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, s…
Skills: Financial Planning, Investment Research, Client Relationship Management, Trade Processing, Administrative Support
Minneapolis, Minnesota, United States · Hybrid
$44k–$61k/yr
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, s…
Skills: Reconciliation, Transaction Processing, Problem Solving, Regulatory Compliance, Written Communication
New York, New York, United States · Hybrid
$120k–$161k/yr
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, s…
Skills: Recruiting, Talent Sourcing, Onboarding, Project Management, Relationship Management
Gurugram, Haryana, India · Hybrid
About Our Company Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financia…
Skills: Investment Due Diligence, Alternative Investments, Hedge Funds, Private Equity, Private Credit
Minneapolis, Minnesota, United States · Hybrid
$107k–$147k/yr
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, s…
Skills: Alternative Investments, Product Management, Relationship Management, Sales Strategy, Marketing Initiatives
Minneapolis, Minnesota, United States · Hybrid
$58k–$80k/yr
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, s…
Skills: Cold Calling, Lead Generation, Relationship Building, Negotiation, Sourcing
Minneapolis, Minnesota, United States · Hybrid
$87k–$120k/yr
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, s…
Skills: Risk Management, Operational Risk, Financial Risk, Regulatory Compliance, Analytical Skills
Clear Lake, Texas, United States · Hybrid
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, s…
Skills: Financial Planning, Investment Research, Client Relationship Management, Trade Processing, Administrative Support
Delhi, Delhi, India · Hybrid
About Our Company Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financia…
Skills: IT Audit, SOX Compliance, MAR Compliance, FDICIA Compliance, Risk Management
Noida, Uttar Pradesh, India • Hybrid
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Support financial advisors by preparing financial plans, conducting investment research, and managing client transactions. Coordinate client meetings, handle new business paperwork, and assist with marketing and social media presence.
Requires a graduate degree in a finance discipline with 0-1 year of experience and proficiency in MS Office. Candidates must be willing to obtain licensing certifications and work evening shifts (8:00 pm to 4:30 am).
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection.
Be part of an inclusive, collaborative culture that rewards you for your contributions, and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you're talented, driven and want to work for a strong, ethical company that cares, take the next step and create a career at Ameriprise India LLP.
Key Responsibilities
Assist Ameriprise financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc.) as described by the advisor Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and summary of meetings and provide necessary follow-up Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance/ annuity applications and coordinate rollovers Prepare for and coordinate marketing events which includes creating marketing compliance documentation Provide general administrative duties such as answering the advisors phone, process expense management reports, prepare routine client correspondence, set up of client files, copy and new business correspondence and alerts Assist advisors in increasing their social media presence (Facebook & LinkedIn) with relevant and timely? Help clients in enrolling/ servicing on various Ameriprise tools
Required Qualifications
o Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities,
State IAR, State Insurance)
o Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST)
o Graduate in finance discipline (0- 1year experience or 1year diploma is preferred)
o Good communication skills
o Basic understanding of MS power point, MS Excel and MS Word
o Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added
advantage
o Must have an eye to detail with high accuracy levels
o Ability to meet strict timelines per the agreed SLAs for advisor practices
Preferred Qualifications
Experience of interacting with advisors or U.S business partners will be preferred
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least three (3) days per week, with flexibility to work from home two (2) days per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, military status, veteran status, marital status, pregnancy, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors*, we have the expertise to serve the full range of individual and institutional investors' financial needs. Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states. Certain hyperlinks within Ameriprise Financial web sites or social media content may hyperlink to third-party content which we believe to be reliable however, we cannot guarantee its accuracy or completeness. For this reason, we do not endorse any linked third-party content, advertising, advice, opinions, recommendations, or other information; it's merely intended to be provided as a general source of information and is not a solicitation to buy or sell any securities, accounts, or strategies. In addition, any linked third-party content should not be used as the sole basis for any investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please seek the advice of a financial advisor regarding your particular financial situation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. For additional important disclosures on engagement rules, linking to third party content or other risks, please visit: www.ameriprise.com/social *Ameriprise Financial Q1 2024 Earnings Release.
Offices: 707 2nd Ave S, Minneapolis, MN 55402, US
At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors*, we have the expertise to serve the full range of individual and institutional investors' financial needs. Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states. Certain hyperlinks within Ameriprise Financial web sites or social media content may hyperlink to third-party content which we believe to be reliable however, we cannot guarantee its accuracy or completeness. For this reason, we do not endorse any linked third-party content, advertising, advice, opinions, recommendations, or other information; it's merely intended to be provided as a general source of information and is not a solicitation to buy or sell any securities, accounts, or strategies. In addition, any linked third-party content should not be used as the sole basis for any investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please seek the advice of a financial advisor regarding your particular financial situation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. For additional important disclosures on engagement rules, linking to third party content or other risks, please visit: www.ameriprise.com/social *Ameriprise Financial Q1 2024 Earnings Release.
Offices: 707 2nd Ave S, Minneapolis, MN 55402, US
