Ameriprise Financial
Website:
ameriprise.com
Job details:
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 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.
Job Description
We are looking for a talented marketing specialist to support day-to-day governance and regulatory activities of the North America Marketing team for Columbia Threadneedle Investments, part of Ameriprise Financial. This includes collaborating across the business for the update and qualitative review/edit of certain investor communications in cycles throughout the year, assisting in the regulatory review of a growing set of production materials across marketing production and North America more broadly to ensure compliance with SEC regulations, best practices, and business requirements. This role also involves providing operational production reporting support for quarterly and monthly production cycles, attending relevant meetings, and developing recommendations for improvement and marketing governance best practices.
Job Responsibilities
Manages the shareholder reporting process for Marketing, which entails requesting manager discussions from Product, copyediting content, reviewing and resolving business partner comments, managing approval steps for reports and submitting finalized reports for compliance approval.
Reviews and approves marketing content as a final approver, ensuring adherence to compliance approved templates.
Understands, interprets and incorporates feedback from stakeholders for revisions of materials.
Provides regular reporting and/or analysis in support of presentation and commentary production as needed.
Maintain database of teams' collateral for centralized content management and tracking
Conduct reviews of various marketing collateral submissions within the firms compliance system for Final Approval as needed in support of standard and ad hoc production, ensuring adherence to compliance approved templates
Attends and participates in relevant marketing governance and compliance check-ins
Identify opportunities for the firm to reduce risk, improve consistency, speed to market, and scale production through the application of best practices across the marketing organization
Coordinates with compliance and marketing to proactively communicate relevant regulatory changes that impact content or procedures
Job Qualifications
Bachelor’s degree in Finance/ Economics/ Engineering or any related fields and/or MBA (Finance)/ Master’s in Economics and/or pursuing CFA.
3 – 5 years of relevant experience in finance (Asset management experience preferred)
Strong knowledge MS Excel, PowerPoint, and Word.
Excellent Attention to detail and history of conducting editorial review of content.
Strong organizational and project management skills to track and manage multiple marketing pieces with various process steps and deadlines.
Highly motivated self-starter with excellent verbal and written communication skills.
Experience within Asset Management compliance and regulations as a reviewer and/or submitter preferred
Experience working with and managing content within SharePoint.
In-Office Collaboration
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.
Full-Time/Part-Time
Full time
Timings
(2:00p-10:30p)
India Business Unit
AWMPO AWMP&S President's Office
Job Family Group
Marketing/Product Management
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.
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