Ameriprise Financial Services, LLC

Grp Lead RFP Specialist

Ameriprise Financial Services, LLC  •  Republic of India (Onsite)  •  4 months ago
Apply
AI can make mistakes so check important info. Chat history is never stored.

Job Description

The role is responsible for providing support to the RFP team within Columbia Threadneedle Investments, an Ameriprise Financial company. The role is for an experienced person to manage and complete RFPs, RFIs, DDQs and other documents across a broad range of actively managed asset classes, related to a) the growth of new business, b) the maintenance of existing business; to respond to ad hoc requests; to maintain qualitative content; and manage ad hoc team projects, as required.

Responsibilities:
1. Strong experience in institutional RFP writing for active strategies in the asset management industry
2. Proven RFP compilation, editing, proof reading and analytical skills
3. Works to manage RFP / RFI / DDQ questionnaires to ensure timely submission
4. Draft new content with information available and / or by collaborating with various subject matter experts within the client team
5. Contribute to the maintenance of content database by updating the tool with accurate information

6. Provide local team leadership by managing, mentoring, and developing team members, while fostering a collaborative and high-performance culture aligned with organizational goals


Required Qualifications:
1. Bachelor’s degree in Finance/Economics/Business or any related fields and/or MBA (Finance)
2. 7 – 10 years of relevant experience in RFP for a global asset management firm
3. Good written and spoken English and application of English grammar; strong Word (editing) and Excel skills
4. Outstanding analytical skills and the ability to manage and interpret large amounts of data
5. Excellent organizational and project management skills to track and manage multiple deliverables with various process steps and deadlines
6. Team player and collaborative, but can also work autonomously, both with a critical focus on ensuring consistent delivery

7. Proven experience in leading teams, driving strategic initiatives, and influencing process improvements to enhance efficiency and deliver long-term value

Preferred Qualifications:
1. Ability to use and maintain content database – Qvidian

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

(11:30a-8:00p)

India Business Unit

AWMPO AWMP&S President's Office

Job Family Group

Marketing/Product Management

Ameriprise Financial Services, LLC

About Ameriprise Financial Services, LLC

At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors*, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs. 

Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states. 

Certain hyperlinks within Ameriprise Financial web sites or social media content may hyperlink to third-party content which we believe to be reliable however, we cannot guarantee its accuracy or completeness. For this reason, we do not endorse any linked third-party content, advertising, advice, opinions, recommendations, or other information; it's merely intended to be provided as a general source of information and is not a solicitation to buy or sell any securities, accounts, or strategies. In addition, any linked third-party content should not be used as the sole basis for any investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please seek the advice of a financial advisor regarding your particular financial situation.  

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.   

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

For additional important disclosures on engagement rules, linking to third party content or other risks, please visit: www.ameriprise.com/social 

*Ameriprise Financial Q1 2024 Earnings Release.

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
Minneapolis, MN
Year Founded
1894
Social Media