Digital Marketing Analyst

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 The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors’ practices. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. Key Responsibilities Assist 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, creating the agenda and summary of meetings, and providing necessary follow‑up. Prepare and ensure new business paperwork is successfully submitted, which includes preparing forms, obtaining appropriate signatures, preparing documentation to send to home office, tracking new insurance/annuity applications, and coordinating rollovers. Prepare for and coordinate marketing events, which includes creating marketing compliance documentation. Provide general administrative duties such as answering the advisor’s phone, processing expense management reports, preparing routine client correspondence, setting up client files, copying and new business correspondence and alerts. Assist advisors in increasing their social media presence (Facebook & LinkedIn) with relevant and timely content. Help clients enroll/servicing on various Ameriprise tools. Required Qualifications Willingness to pursue licensing certifications as needed (SERIES 7 and possibly for State Securities, State IAR, State Insurance). Willingness to work evening hours: 8:00 pm to 4:30 am (9:30 am to 6 pm CST). Graduate in finance discipline (0-1 year experience or 1 year diploma is preferred). Good communication skills. Basic understanding of MS PowerPoint, MS Excel and MS Word. Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added advantage. Must have an eye to detail with high accuracy levels. 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. 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 (4:45p-1:15a) India Business Unit AWMPO AWMP&S President's Office Job Family Group Business Support & Operations 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. #J-18808-Ljbffr