Lead – APAC Distribution Support

This role will support the distribution business in APAC for Columbia Threadneedle Investments, working in close partnership with APAC teams (Sales, Marketing and Client Services). This resource plays a crucial role in supporting the Sales Teams for follow-ups & coordination with internal teams, providing market intelligence & competitive analysis reports and facilitating access to necessary data. This role also supports APAC Client Services (“APAC CS”) team with client reporting resolution, coordinating AML / KYC activities with internal teams, and managing scheduled deliverables for the APAC CS and APAC Marketing teams.

The incumbent is expected to be a motivated team player, well organized, has attention to details and proactive in helping the APAC Teams to operate more efficiently and effectively.

Sales Support and Coordination

• Facilitate access to data required by APAC sales team for additional market research.
• Coordinate creation of accurate and stable monthly strategy data and commentaries.
• Assist in sending quarterly strategies updates to clients based on predefined email format and client lists.
• Follow up and coordinate with internal teams, including Performance Analytics Group (“PAG”), Request for Proposal (“RFP”), Contracts Office and Onboarding teams, to ensure seamless operations and timely completion of tasks.
• Provide market intelligence and competitive analysis reports to support the sales team.
• Provide support for customized presentation in collaboration with Presentations team and Compliance team.
• Convert Global reports to Australian centric reports.

Client Service Support and Coordination

Marketing Support and Coordination

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 : 15a-4 : 45p)

India Business Unit

AWMPO AWMP&S President's Office

Job Family Group

Business Support & Operations