Lead Business Analyst - Advisory Product Management

Lead Product Specialist

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

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

• 5+ 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.

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.

Experience Level

Senior Level