PT-Fincl Adv Supp IND

Posted 4 Hours Ago
Be an Early Applicant
2 Locations
In-Office
Junior
Fintech
The Role
Support financial advisors by managing digital marketing tools, maintaining social media (Facebook, LinkedIn) and team website, enabling drip marketing/prospecting, assisting content creation, protecting client data, and meeting SLAs to improve advisor digital presence.
Summary Generated by Built In

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 take up an instrumental role and help conduct smooth operations for dedicated advisor/ a team of financial advisors and staff to help provide outstanding digital experience. The specialist will assist in managing and organizing relevant digital marketing tools available as part of the key marketing activities in an advisors’ practice that differentiates advisors’ practices presence on the website & social media platforms. 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

  • Enable and structure updates across multiple marketing tools being utilized as part of the process
  • Maintaining social media platforms (Facebook & LinkedIn) with relevant and timely posts
  • Updating team website when necessary
  • Enable Drip Marketing & Prospecting for advisor practices through LinkedIn
  • Enable relevant research and development to consistently upscale/ upskill the service support and team of analyst(s)
  • Protect Client data and confidentiality; prioritize and perform work in accordance with established processes / procedures.
  • Ensure effective communication and service delivery being done as per the defined SLAs/KRAs
  • As required, provide support in content creation and managing social media channels

Required Qualifications

  • Graduate/ MBA
  • 0-2 years of experience on content creation, digital marketing sector as an associate/ analyst
  • Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST) 
  • Good communication skills - Proven written and oral communication skills with client service orientation

Preferred Qualifications

  • Prior experience in customer-based interactions roles both written and verbal will be an added advantage
  • Prior experience on servicing and digital marketing sector will be an added advantage
  • Experience of interacting with financial advisors/ business partners will be preferred
  • Basics of financial planning & broad exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added advantage
  • Experience of being part of and enabling start-ups/ new business set up approach will also considered a positive

Full-Time/Part-Time

Full time

Timings

(8:00p-4:30a)

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.

Skills Required

  • Graduate or MBA
  • 0-2 years experience in content creation or digital marketing as an associate/analyst
  • Willing to work evening hours: 8:00 pm to 4:30 am (9:30 am to 6:00 pm CST)
  • Proven written and oral communication skills with client service orientation
  • Prior experience in customer-facing interaction roles (written and verbal)
  • Prior experience in servicing and digital marketing sector
  • Experience interacting with financial advisors or business partners
  • Basics of financial planning and exposure to financial products (mutual funds, insurance, retirement services)
  • Experience in start-up or new business set-up approaches

Ameriprise Financial Services, LLC Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Ameriprise Financial Services, LLC and has not been reviewed or approved by Ameriprise Financial Services, LLC.

  • Retirement Support Feedback suggests a 401(k) with company contributions and financial well‑being programs strengthens long‑term savings. Employee stock purchase access and planning subsidies further support retirement readiness.
  • Strong & Reliable Incentives Feedback suggests annual and long‑term performance incentives, alongside variable or commission components in advisor roles, can create meaningful upside for certain positions. Licensing support and bonus opportunities reinforce a performance‑linked pay mix.
  • Flexible Benefits Feedback suggests flexible work options, the ability to purchase extra vacation, and paid volunteer time provide adaptable benefits for different life needs. On‑site clinic and fitness resources at headquarters and wellbeing programs add convenient lifestyle support.

Ameriprise Financial Services, LLC Insights

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The Company
HQ: Minneapolis, MN
16,649 Employees
Year Founded: 1894

What We Do

Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals. We believe that with the right advisor, the right advice, and the right firm, life can be brilliant. Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states. Learn how you can build your career at Ameriprise Financial. *Ameriprise Financial Q2 2020 Statistical Supplement All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested. By clicking on a hyperlink, you may be directed to a non-Ameriprise website. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial. Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.

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