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
Support the EAR & AFIG Marketing Team on various tasks and activities related to reporting, analytics and operations such as leveraging data and analytics to showcase EAR & AFIG marketing results; creating and managing new Seismic and Hearsay accounts; and supporting operational needs. Person will have field interaction and engagement expectations.Key Responsibilities
- Work with multiple teams to increase use of data and analytics in order to showcase EAR & AFIG marketing results (PowerBI experts, Salesforce team, EAR reporting, AFIG operations).
- EAR (AFG, AAG, AFIG); AFIG Business Development; AFIG Onboarding / Program Marketing.
- Help analyze EAR engagement in channels and with tactics including ESA, Events, LinkedIn, Marketing Cloud, Careers site, Native ads and AdvisorHub.
- Use correlation of channel engagement to conversion to inform EAR / AFIG strategy – driving business results.
- Develop dashboards that highlight opportunities for increased Recruiter and Field Leader use of ESA and other key tactics.
- Analyze content usage and engagement on all collateral.
- Help drive adoption and evolution of EAR Sales App (ESA)/Seismic; help deliver new enhanced programs (e.g., Digital Sales Rooms) – assist with strategy, development and implementation.
- Create/manage new Seismic and Hearsay accounts (enrollment); send training/setup for texting.
- Support SalesForce efforts; look for opportunities to increase automation within the sales funnel and create dashboards.
- Support operational items: Smart sheet expertise, Manage AFIG shared email box; execute simple program/advisor requests or tier 3 requests; support other marketing projects as needed including AdTrax submissions.
Required Qualifications
- Bachelor's degree and 1-5 years of relevant experience in marketing, business operations, analytics, program management, or a related field.
- Demonstrated experience creating and maintaining reports, dashboards, and data visualizations in Power BI.
- Strong verbal and written communication skills with the ability to effectively partner with stakeholders, senior leaders and cross-functional teams.
- High attention to detail and commitment to data accuracy and quality.
Preferred Qualifications
- Ability to analyze data, identify trends, and provide actionable insights that support business objectives.
- Ability to work independently while maintaining a high level of responsiveness, ownership, and accountability.
- Continuous improvement mindset with a proven ability to identify process efficiencies and automation opportunities.
- Proficiency in Microsoft Excel and experience working with multiple business systems and data sources.
- Strong organizational skills with the ability to manage multiple priorities, meet deadlines, and work in a fast-paced environment.
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
Timings
India Business Unit
Job Family Group
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.
Skills Required
- Bachelor's degree and 1-5 years relevant experience in marketing, business operations, analytics, or program management
- Experience creating and maintaining reports, dashboards, and data visualizations in Power BI
- Strong verbal and written communication skills and ability to partner with stakeholders and senior leaders
- High attention to detail and commitment to data accuracy and quality
- Ability to analyze data, identify trends, and provide actionable insights
- Proficiency in Microsoft Excel and experience with multiple business systems/data sources
- Continuous improvement mindset with ability to identify process efficiencies and automation opportunities
- Ability to work independently while maintaining responsiveness, ownership, and accountability
- Hybrid in-office collaboration (work in office at least 3 days per week) and full-time availability, shift 8:00 PM - 4:30 AM
What We Do
RBFCU Wealth Management, The Garner Davis Group is a financial advisory practice of Ameriprise Financial Services, LLC. With a combined 39 years of experience, our team uses a financial planning process designed to help high net worth individuals, families and business leaders help manage their finances and assets. AREAS OF FOCUS • Family Finances • Retirement Planning Strategies • Wealth Preservation Strategies • Investment Management • Retirement Plan Distribution • Social Security Retirement Benefits • Small Business • Business Retirement Plans • Tax Planning Strategies CONNECT WITH US Phone: 979-417-0563 | 512-873-2527 OFFICE LOCATIONS 8300 N MOPAC EXPY, Suite 100, Austin, TX 78759 107 THIS WAY, Suite A, Lake Jackson, TX 77566 1 IKEA-RBFCU PKWY, Live Oak, TX 78233-2792 Please visit http://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media








