Qureos Mentor

Ameriprise Financial

<div>This position requires experience in ETL production support activities to maintains operational day-to-day IT functions for the business applications with Informatica as ETL Tool, Tivoli Workload scheduler as scheduling tool, Unix &amp; SQL. Experience in bug fixing and development is an added advantage. Knowledge of Informatica Cloud (IDMC) and AWS Cloud will be big plus.<p></p><p><b>
Key Responsibilities</b></p><ul><li><p>
Maintains operational day-to-day IT/ BAU functions of software products built as part of ETL applications using Informatica PowerCenter and Informatica Cloud (IDMC).</p></li><li><p>
Performs root cause analysis to determine nature of production issues as they arise and provide the permanent fix for the issues.</p></li><li><p>
Troubleshooting experience and handling call with Informatica Product team</p></li><li><p>
Knowledge of dev/test/prod environment for debugging any kind of production issue in lower environment</p></li><li><p>
Accurately record and prioritize Incidents and Service Requests against SLAs and resolution targets</p></li><li><p>
Incident management and service request fulfillment</p></li><li><p>
Own and progress call queues (own queue &amp; teams&rsquo; queue) and support tasks, ensuring timely resolution within SLA</p></li><li><p>
Resolve escalated calls from the business</p></li><li><p>
Resolving users&rsquo; issues or escalating to support teams where necessary.</p></li><li><p>
Experience with ServiceNow and should have good knowledge of Incidents, Requests, Dashboards and Reporting with basic understanding of Problem &amp; Change.</p></li><li><p>
Proactive to get involved with a range of IT project work and look for ways to drive continuous service improvement.</p></li><li><p>
Candidate should have good Unix Scripting knowledge(Shell, Perl, Python etc)</p><ul><li>Candidate should be good in handling Pl/Sql Queries and Procedure.</li></ul></li><li><p>
Work in shift based model with occasional weekend shift.</p></li><li><p>
Promote teamwork and knowledge sharing</p></li><li><p>
Create, maintain and review knowledge articles shared with all IT support teams.</p></li><li><p>
Previous IT experience working on an ITIL aligned Service Desk</p></li><li><p>
Proven customer service experience with excellent written and verbal communication skills</p></li><li><p>
Strong problem-solving and analytical skills with the ability to extract relevant information quickly and effectively</p></li><li><p>
Experience of working in a fast-paced office environment with the ability to work under pressure and manage multiple tasks at a time</p></li></ul><p><br>
<br>
<b>Required Qualifications</b></p><ul><li><p>
Bachelor&rsquo;s degree in IT, Computer Science, Engineering or related field; or equivalent work experience.</p></li><li><p>
4-7 years of experience in ETL Production support using Informatica products.</p></li><li><p>
Experience in Unix and SQL.</p></li><li><p>
Experience or exposure to scheduling tools like TWS.</p></li><li><p>
Effective communication skills, both verbal and written with the ability to communicate with all levels within the organization.</p></li><li><p>
A technical background with a wide breadth of experience in supporting ETL applications built using Informatica PowerCenter and Informatica Cloud (IDMC) products.</p></li><li><p>
Excellent communication skills &amp; practices delivery of ITIL process training sessions.</p></li></ul><p><b><br>
Preferred Qualifications</b><br>
Candidates who have used following tools (or have familiarity with below) will have added advantage:</p><ul><li><p>
Knowledge or experience in AWS Cloud to support ETL applications in cloud.</p></li><li><p>
Knowledge of Python</p></li><li><p>
Knowledge of Tidal as Scheduling platform.</p></li></ul><p></p><p><b>
About Our Company</b><br>
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm&rsquo;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&rsquo;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.</p><p></p><p>
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, veteran status, marital status, family status or any other basis prohibited by law.</p><p></p><div><div><div><div><div><div><div><p><b>
Full-Time/Part-Time</b></p></div></div></div></div></div></div></div>
Full time<p></p><div><div><div><div><div><div><div><p><b>
Timings</b></p></div></div></div></div></div></div></div>
(2:00p-10:30p)<p></p><div><div><div><div><div><div><div><p><b>
India Business Unit</b></p></div></div></div></div></div></div></div>
AWMPO AWMP&amp;S President's Office<p></p><div><div><div><div><div><div><div><p><b>
Job Family Group</b></p></div></div></div></div></div></div></div>
Technology</div>

Senior Tech Operations Analyst

<div>Detail-oriented professional to manage and execute digital content updates across our web platforms using Bloomreach CMS. This role is primarily focused on ensuring accurate, timely, and brand-compliant content publishing while collaborating with multiple business stakeholders. A working knowledge of Agile practices and product ownership principles will be an added advantage, as the position involves supporting sprint planning and backlog management for content-related initiatives.<p></p><p><b>
Key Responsibilities</b></p><ul><li><p><b>
Manage and execute content updates</b> on Bloomreach CMS with precision and adherence to brand, compliance, and SEO guidelines.</p></li><li><p>
Work closely with <b>multiple business stakeholders</b> to gather requirements for content changes and enhancements.</p></li><li><p>
Maintain <b>diligent documentation and updates</b> in JIRA/Confluence to ensure transparency and traceability of content tasks.</p></li><li><p>
Conduct regular audits of site content to ensure accuracy, relevance, and alignment with marketing objectives.</p></li><li><p>
Coordinate with design, development, and QA teams to ensure timely and high-quality delivery of content updates.</p></li><li><p>
Handle <b>ad-hoc content requests</b> alongside planned sprint work, ensuring proper prioritization and timely resolution.</p></li><li><p>
Support Agile ceremonies (sprint planning, stand-ups, retrospectives) and assist in managing the content backlog.</p></li><li><p>
Monitor site performance and engagement metrics to identify opportunities for content improvement.</p></li><li><p>
Act as a liaison between business teams and technical groups to ensure smooth communication and delivery.</p></li></ul><p></p><p><b>
Required Qualifications</b></p><ul><li><p>
4-6 years of overall industry experience with 2-4 years of experience in <b>web content management</b> or a similar role.</p></li><li><p>
Hands-on experience with <b>Bloomreach CMS</b> (or similar platforms).</p></li><li><p>
Strong attention to detail and ability to manage multiple content updates simultaneously.</p></li><li><p>
Familiarity with Agile/Scrum methodologies and experience participating in Agile ceremonies.</p></li><li><p>
Proficiency in tools like <b>JIRA, Confluence</b>, and other collaboration platforms.</p></li><li><p>
Excellent communication and stakeholder management skills.</p></li></ul><p><b><br>
Preferred Qualifications</b></p><ul><li><p>
Experience working in the financial services industry or other similar, highly regulated environment.</p></li><li><p>
Experience working with the following tools: JIRA, Morningstar Advisor Workstation</p></li><li><p>
Experience with AdTrax submissions</p></li><li><p>
Experience with vendor management</p></li><li><p>
Experience with market data / exchange data</p></li></ul><p></p><p><b><br>
About Our Company</b><br>
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm&rsquo;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&rsquo;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.</p><p></p><p>
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, veteran status, marital status, family status or any other basis prohibited by law.</p><p></p><div><div><div><div><div><div><div><p><b>
Full-Time/Part-Time</b></p></div></div></div></div></div></div></div>
Full time<p></p><div><div><div><div><div><div><div><p><b>
Timings</b></p></div></div></div></div></div></div></div>
(2:00p-10:30p)<p></p><div><div><div><div><div><div><div><p><b>
India Business Unit</b></p></div></div></div></div></div></div></div>
AWMPO AWMP&amp;S President's Office<p></p><div><div><div><div><div><div><div><p><b>
Job Family Group</b></p></div></div></div></div></div></div></div>
Technology</div>

Senior Systems Analyst-Technology

<div>The HNWI Portfolio Analyst will build and analyze investment portfolios for high-net-worth individuals (HNWI). This role demands strong financial acumen, deep product knowledge, and proficiency in portfolio tools and databases. The ideal candidate will have prior experience in the HNW space and demonstrate the ability to work independently while collaborating effectively with internal stakeholders.<p></p><p><b>
Key Responsibilities</b></p><ul><li><p>
Provide support to the US-based Portfolio Strategist in servicing the HNWI portfolios and learn the US investment landscape.</p></li><li><p>
Review, verify, and input investment holding data into portfolio analytic tools to analyze current client/prospect portfolios.</p></li><li><p>
Build and analyze investment portfolios tailored to HNWI clients.</p></li><li><p>
Prepare detailed portfolio reports and client facing investment presentations.</p></li><li><p>
Complete quarterly tasks to maintain the investment team&rsquo;s operational readiness (e.g., update quarterly performance metrics, approved investment strategies lists, etc.)</p></li><li><p>
Leverage Morningstar Direct and Preqin databases for research and analysis.</p></li><li><p>
Collaborate with internal teams to ensure high levels of client satisfaction.</p></li><li><p>
Monitor market trends and identify investment opportunities.</p></li><li><p>
Maintain strong communication with internal teams and product partners.</p></li></ul><p></p><p><b>
Required Qualifications</b></p><ul><li><p>
Bachelor's Degree or equivalent experience.</p></li><li><p>
5-7 years of relevant experience, preferably in the financial services industry, including 3-5 years in the HNW wealth management space.</p></li><li><p>
Familiarity with Financial planning concepts and strong analytical and reporting skills.</p></li><li><p>
Strong investment products knowledge or willingness to acquire it (critical for discussions and recommendations).</p></li><li><p>
Experience with financial tools like Morningstar Direct, Preqin etc.</p></li><li><p>
Detailed oriented with strong analytical skills.</p></li><li><p>
Strong communications skills, both oral and written, to interact with team, business partners, advisors, and senior management.</p></li><li><p>
Ability to take direction and work independently with minimal supervision.</p></li><li><p>
Ability to establish and maintain strong relationships with internal teams and across the organization.</p></li></ul><p></p><p><b>
Preferred Qualifications</b></p><ul><li><p>
Bachelor&rsquo;s degree in mathematics, Finance, Statistics, Economics, or Accounting</p></li><li><p>
Preferred certifications (not mandatory): CFA and/or CFP and/or Series 7/63/66 and/or SIE, or progress towards.</p></li></ul><p></p><p><b><br>
About Our Company</b><br>
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm&rsquo;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&rsquo;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.</p><p></p><p>
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, veteran status, marital status, family status or any other basis prohibited by law.</p><p></p><div><div><div><div><div><div><div><p><b>
Full-Time/Part-Time</b></p></div></div></div></div></div></div></div>
Full time<p></p><div><div><div><div><div><div><div><p><b>
Timings</b></p></div></div></div></div></div></div></div>
(4:45p-1:15a)<p></p><div><div><div><div><div><div><div><p><b>
India Business Unit</b></p></div></div></div></div></div></div></div>
AWMPO AWMP&amp;S President's Office<p></p><div><div><div><div><div><div><div><p><b>
Job Family Group</b></p></div></div></div></div></div></div></div>
Business Support &amp; Operations</div>

Senior Portfolio Investment Analyst Lead

<div>As a Principal Tech Lead for the Generative AI team, you will spearhead the design, development, and deployment of advanced AI solutions leveraging cutting-edge technologies. This role demands deep expertise in Python programming, Generative AI frameworks, and orchestration tools, along with hands-on experience in building scalable AI systems on cloud platforms. You will lead a team of engineers and collaborate with data scientists, product managers, and architects to deliver innovative, secure, and high-performing AI solutions.<p></p><h1 class="jobSectionHeader"><b>
Key Responsibilities</b></h1><ul><li>Architect and implement Generative AI solutions using Python and modern AI frameworks.</li><li>Lead development efforts involving LangChain, LangGraph, LangSmith, and agentic AI workflows.</li><li>Integrate and optimize AI models on Azure OpenAI, AWS Bedrock, and other cloud platforms.</li><li>Design and manage multi-agent systems leveraging MCP (Model Context Protocol) for orchestration.</li><li>Collaborate with cross-functional teams to define technical strategy, best practices, and coding standards.</li><li>Ensure scalability, security, and compliance in AI deployments across enterprise environments.</li><li>Mentor and guide engineers on advanced AI concepts, coding practices, and system design.</li><li>Stay ahead of trends in Generative AI, LLMs, and agent-based architectures to drive innovation.</li></ul><h1 class="jobSectionHeader"><b>
Required Qualifications</b></h1><ul><li>Bachelor&rsquo;s/Master&rsquo;s degree in Computer Science, Engineering, or related field.</li><li>10+ years of experience in software development, with at least 4+ years in AI/ML systems.</li><li>Strong proficiency in Python and experience with AI libraries (e.g., PyTorch, TensorFlow).</li><li>Hands-on expertise with LangChain, LangGraph, LangSmith, and related orchestration tools.</li><li>Proven experience with Azure OpenAI, AWS Bedrock, and cloud-native AI deployments.</li><li>Knowledge of MCP and multi-agent architectures for AI workflows.</li><li>Familiarity with CI/CD pipelines, containerization (Docker/Kubernetes), and microservices.</li><li>Excellent problem-solving, communication, and leadership skills.</li></ul><h1 class="jobSectionHeader"><b>
Preferred Qualifications</b></h1><ul><li>Experience in agentic AI systems and autonomous workflow design.</li><li>Exposure to prompt engineering, LLM fine-tuning, and evaluation metrics.</li><li>Understanding of ethical AI principles, bias detection, and responsible AI practices.</li><li>Contributions to open-source AI projects or published research in Generative AI.</li></ul><p></p><p><b>
About Our Company</b><br>
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm&rsquo;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&rsquo;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.</p><p></p><p>
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, veteran status, marital status, family status or any other basis prohibited by law.</p><p></p><div><div><div><div><div><div><div><p><b>
Full-Time/Part-Time</b></p></div></div></div></div></div></div></div>
Full time<p></p><div><div><div><div><div><div><div><p><b>
Timings</b></p></div></div></div></div></div></div></div>
(2:00p-10:30p)<p></p><div><div><div><div><div><div><div><p><b>
India Business Unit</b></p></div></div></div></div></div></div></div>
AWMPO AWMP&amp;S President's Office<p></p><div><div><div><div><div><div><div><p><b>
Job Family Group</b></p></div></div></div></div></div></div></div>
Technology</div>

Principal Lead AI Engineering

<div>We have an exciting opportunity for a Product Marketing Specialist to join our team at Ameriprise! This position is responsible for supporting the day-to-day marketing and communication materials and content needs of Wealth Management Solutions (WMS). This role will support the administrative aspect of the department including proofreading, branding, coordinating formal approvals, and publishing.<p></p><p><b>
Responsibilities:</b></p><ul><li><p>
Exemplify outstanding teamwork and a desire to play a supporting role in a fast-paced environment.</p></li><li><p>
Model outstanding attention to detail including proof-reading and adherence to Ameriprise&rsquo;s Brand and Style guidelines.</p></li><li><p>
Demonstrate a compliance mentality along with strong organization and partnership skills when teaming to acquire required approvals within established priority, levels of service and overall delivery dates.</p></li><li><p>
Skilled at supporting the distribution and publishing of content (emails, brochures, articles, etc.) across multiple platforms and established communication vehicles.</p></li><li><p>
Showcase your dedication to client service by ensuring that advisors receive and/or can easily access content by preparing Emails in our Marketing Communication tool (SFMC), crafting and maintaining easy to navigate intranet sites (AdvisorCompass, eCatalog, etc.) and partnering to review and maintain the stocking of print materials.</p></li></ul><p></p><p><b><br>
Required Qualifications:</b></p><ul><li><p>
Bachelor&rsquo;s degree in Marketing, Communications or related field or equivalent experience.</p></li><li><p>
5+ years&rsquo; relevant experience.</p></li><li><p>
Thrives in a support role within a fast-paced environment.</p></li><li><p>
Outstanding communication, collaboration and organizational skills.</p></li><li><p>
Proficient with software including Microsoft Word, PowerPoint and Adobe Acrobat.</p></li><li><p>
Outstanding proof-reading skills and attention to detail.</p></li><li><p>
Proficient in applying detailed brand, style and disclosure guidelines.</p></li><li><p>
Adept at gathering formal approvals within stated timelines.</p></li><li><p>
Experience in distributing and publishing content across various platforms.</p></li></ul><p></p><p><b><br>
Preferred Qualifications:</b></p><ul><li><p>
Experience using AdTrax, SalesForce Marketing Cloud and/or WorkFront.</p></li><li><p>
Experience using <b>Adobe InDesign</b> to update marketing content (e.g., brochures) and prepare print-ready asset packages.</p></li></ul><p></p><p><b>
About Our Company</b><br>
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm&rsquo;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&rsquo;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.</p><p></p><p>
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, veteran status, marital status, family status or any other basis prohibited by law.</p><p></p><div><div><div><div><div><div><div><p><b>
Full-Time/Part-Time</b></p></div></div></div></div></div></div></div>
Full time<p></p><div><div><div><div><div><div><div><p><b>
Timings</b></p></div></div></div></div></div></div></div>
(4:45p-1:15a)<p></p><div><div><div><div><div><div><div><p><b>
India Business Unit</b></p></div></div></div></div></div></div></div>
AWMPO AWMP&amp;S President's Office<p></p><div><div><div><div><div><div><div><p><b>
Job Family Group</b></p></div></div></div></div></div></div></div>
Marketing/Product Management</div>

Lead Product Marketing Specialist

<div>The HNWI Portfolio Analyst will build and analyze investment portfolios for high-net-worth individuals (HNWI). This role demands strong financial acumen, deep product knowledge, and proficiency in portfolio tools and databases. The ideal candidate will have prior experience in the HNW space and demonstrate the ability to work independently while collaborating effectively with internal stakeholders.<p></p><p><b>
Key Responsibilities</b></p><ul><li><p><br>
Provide support to the US-based Portfolio Strategist in servicing the HNWI portfolios and learn the US investment landscape.</p></li><li><p>
Review, verify, and input investment holding data into portfolio analytic tools to analyze current client/prospect portfolios.</p></li><li><p>
Build and analyze investment portfolios tailored to HNWI clients.</p></li><li><p>
Prepare detailed portfolio reports and client-facing investment presentations.</p></li><li><p>
Complete quarterly tasks to maintain the investment team&rsquo;s operational readiness (e.g., update quarterly performance metrics, approved investment strategies lists, etc.)</p></li><li><p>
Leverage Morningstar Direct and Preqin databases for research and analysis.</p></li><li><p>
Collaborate with internal teams to ensure high levels of client satisfaction.</p></li><li><p>
Monitor market trends and identify investment opportunities.</p></li><li><p>
Maintain strong communication with internal teams and product partners.</p></li></ul><p><b><br>
Required Qualifications</b></p><ul><li><p><br>
Bachelor's Degree or equivalent experience.</p></li><li><p>
5-7 years of relevant experience, preferably in the financial services industry, including 3-5 years in the HNW wealth management space.</p></li><li><p>
Familiarity with Financial planning concepts and strong analytical and reporting skills.</p></li><li><p>
Strong investment products knowledge or willingness to acquire it (critical for discussions and recommendations).</p></li><li><p>
Experience with financial tools like Morningstar Direct, Preqin etc.</p></li><li><p>
Detailed oriented with strong analytical skills.</p></li><li><p>
Strong communications skills, both oral and written, to interact with team, business partners, advisors, and senior management.</p></li><li><p>
Ability to take direction and work independently with minimal supervision.</p></li><li><p>
Ability to establish and maintain strong relationships with internal teams and across the organization.</p></li></ul><p><b><br>
Preferred Qualifications</b></p><ul><li><p>
Bachelor&rsquo;s degree in mathematics, Finance, Statistics, Economics, or Accounting</p></li><li><p>
Preferred certifications (not mandatory): CFA and/or CFP and/or Series 7/63/66 and/or SIE, or progress towards.</p></li></ul><p></p><p><b><br>
About Our Company</b><br>
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm&rsquo;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&rsquo;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.</p><p></p><p>
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, veteran status, marital status, family status or any other basis prohibited by law.</p><p></p><div><div><div><div><div><div><div><p><b>
Full-Time/Part-Time</b></p></div></div></div></div></div></div></div>
Full time<p></p><div><div><div><div><div><div><div><p><b>
Timings</b></p></div></div></div></div></div></div></div>
(4:45p-1:15a)<p></p><div><div><div><div><div><div><div><p><b>
India Business Unit</b></p></div></div></div></div></div></div></div>
AWMPO AWMP&amp;S President's Office<p></p><div><div><div><div><div><div><div><p><b>
Job Family Group</b></p></div></div></div></div></div></div></div>
Business Support &amp; Operations</div>

Lead Portfolio Investment Analyst

<div>The Business Analyst will support advanced financial planning strategies for high-net-worth clients by delivering accurate financial planning deliverables and collaborating closely with AWPC strategists (estate attorneys, tax attorneys, CFPs, CFAs). This role involves data validation, analysis, and coordination of baseline meetings with strategists and advisors, ensuring timely and high-quality outputs.<p></p><p><b>
Key Responsibilities</b></p><p></p><p>
Data Review &amp; Validation:</p><ul><li><p>
Request data from advisor to complete data set</p></li><li><p>
Verify client data uploaded to BOX (tax returns, account statements, equity compensation, assets/liabilities, major expenses, estate/trust documents).</p></li><li><p>
Ensure completeness and accuracy before engagement calls</p></li><li></li></ul><p><b>Engagement &amp; Baseline Call Coordination</b></p><ul><li><p>
Schedule and participate in engagement calls; capture detailed notes and review data checklists.</p></li><li><p>
Conduct internal and external baseline calls with strategists and advisors to review assumptions and reports.</p></li><li><p>
Summarize meetings and ensure timely follow-up on pending actions.</p></li></ul><p></p><p><b>
Data Entry &amp; Analysis:</b></p><ul><li><p>
Complete data entry in MoneyGuide/Wealth Studios within defined timelines.</p></li><li><p>
Accurately input investment tickers, cost basis, and market values; prepare net worth, cash flow, and income tax reports for strategist review either in tool or in a separate excel file</p></li></ul><p></p><p><b>
Process Improvement:</b></p><ul><li><p>
Monitor BOX notifications to streamline data checks and reduce turnaround time.</p></li><li><p>
Suggest workflow enhancements and contribute to efficiency initiatives.</p></li></ul><p><br>
</p><p><b>Continuous Learning:</b></p><ul><li><p>
Continuously upskill in advanced financial planning concepts to effectively support complex cases and contribute to strategic discussions.</p></li><li><p>
Participate in client meetings with strategists as necessary</p></li><li><p>
Develop skills required for transitioning into a Planner role, including conducting strategy meetings with advisors and strategists. Implementing strategies in financial planning tools and ensuring accuracy in deliverables.</p></li><li><p>
Create and review eMeeting decks in collaboration with strategists and advisors.</p></li></ul><p><b><br>
Required Qualifications</b></p><ul><li><p>
Bachelor's Degree or equivalent experience.</p></li></ul><ul><li><p>
5+ years of experience in Financial Planning.</p><ul><li></li></ul></li><li><p>Proficiency in Financial Planning tool suite including Naviplan, MoneyGuide, Wealth Studios, Morningstar Workstation, eMeeting, etc.</p></li><p></p><li><p>
Strong attention to detail and accuracy.</p><ul><li></li></ul></li><li><p>Ability to meet strict timelines per agreed SLAs.</p><ul><li></li></ul></li><li><p>Excellent interpersonal skills and ability to work in a team structure.</p><ul><li></li></ul></li><li><p>Willingness to pursue licensing certifications (Series 7, State Securities, State IAR, State Insurance).</p></li><li><p>
Strong communications skills, both oral and written, to interact with team, business partners, advisors, and senior management.</p></li><li><p>
Ability to take direction and work independently with minimal supervision.</p></li></ul><p><b><br>
Preferred Qualifications</b></p><ul><li><p>
Bachelor's Degree or equivalent experience.</p></li><li><p>
Exposure to financial products such as mutual funds, insurance, and retirement services.</p></li><li><p>
Experience of interacting with financial advisors</p></li><li><p>
Prior SIE qualified will be preferred</p></li></ul><p></p><p><b>
About Our Company</b><br>
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm&rsquo;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&rsquo;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.</p><p></p><p>
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, veteran status, marital status, family status or any other basis prohibited by law.</p><p></p><div><div><div><div><div><div><div><p><b>
Full-Time/Part-Time</b></p></div></div></div></div></div></div></div>
Full time<p></p><div><div><div><div><div><div><div><p><b>
Timings</b></p></div></div></div></div></div></div></div>
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