Lead Business Analyst - Advisory Product Management

Lead Business Analyst IND

We are seeking a detail-oriented and proactive Product Specialist to support our Advisory Product Management team. This role involves process documentation, data validation, audit support, and coordination across multiple platforms and stakeholders. The candidate will have strong organizational skills, attention to detail, and the ability to manage multiple tasks in a fast-paced environment.

Key Responsibilities

• Develop and maintain documentation for processes and workflows.

• Ensure accuracy and consistency of data through regular validations and audits.

• Organize and facilitate meetings with internal teams and external partners.

• Provide timely updates and maintain clear communication across stakeholders.

• Support system updates and releases through testing and validation.

• Monitor and review data to maintain compliance and operational standards.

• Assist in managing strategy-related requests and work plans.

• Track progress, gather necessary materials, and ensure timely execution of deliverables.

• Respond to inquiries and escalations related to advisory products.

• Address exceptions and ensure resolution in line with established guidelines.

• Provide support for audit activities and compliance reporting as needed.

Required Qualifications

• Bachelor’s degree or equivalent experience

• 3+ years of financial services experience

• Strong organizational and task management skills

• Proactive approach and clear communication

• Attention to detail, accuracy, and a high level of personal accountability

• Ability to thrive in a fast-paced environment with a variety of responsibilities

Preferred Qualifications

• Previous experience working with financial advisors

• SEI / Series 7

• Working knowledge of systems and tools (such as BETA Host, Thomson One/Refinitiv)

• Understanding of the advisory business with a willingness to learn and expand knowledge, along with familiarity and experience with Ameriprise products.

About Our Company
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’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.

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.

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

Experience Level

Senior Level