About the role

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 looking for a talented marketing specialist to support day-to-day governance and regulatory activities of the North America Marketing team for Columbia Threadneedle Investments, part of Ameriprise Financial. This includes collaborating across the business for the update and qualitative review/edit of certain investor communications in cycles throughout the year, assisting in the regulatory review of a growing set of production materials across marketing production and North America more broadly to ensure compliance with SEC regulations, best practices, and business requirements. This role also involves providing operational production reporting support for quarterly and monthly production cycles, attending relevant meetings, and developing recommendations for improvement and marketing governance best practices. Job Responsibilities  Manages the shareholder reporting process for Marketing, which entails requesting manager discussions from Product, copyediting content, reviewing and resolving business partner comments, managing approval steps for reports and submitting finalized reports for compliance approval.  Reviews and approves marketing content as a final approver, ensuring adherence to compliance approved templates.  Understands, interprets and incorporates feedback from stakeholders for revisions of materials.   Provides regular reporting and/or analysis in support of presentation and commentary production as needed.    Maintain database of teams' collateral for centralized content management and tracking   Conduct reviews of various marketing collateral submissions within the firms compliance system for Final Approval as needed in support of standard and ad hoc production, ensuring adherence to compliance approved templates  Attends and participates in relevant marketing governance and compliance check-ins

Skills mentioned

  • Excel

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