Key Responsibilities

<ul>
<li>Develop and maintain documentation for processes and workflows.</li>
</ul>

<ul>
<li>Ensure accuracy and consistency of data through regular validations and audits.</li>
</ul>

<ul>
<li>Organize and facilitate meetings with internal teams and external partners.</li>
</ul>

<ul>
<li>Provide timely updates and maintain clear communication across stakeholders.</li>
</ul>

<ul>
<li>Support system updates and releases through testing and validation.</li>
</ul>

<ul>
<li>Monitor and review data to maintain compliance and operational standards.</li>
</ul>

<ul>
<li>Assist in managing strategy-related requests and work plans.</li>
</ul>

<ul>
<li>Track progress, gather necessary materials, and ensure timely execution of deliverables.</li>
</ul>

<ul>
<li>Respond to inquiries and escalations related to advisory products.</li>
</ul>

<ul>
<li>Address exceptions and ensure resolution in line with established guidelines.</li>
</ul>

<ul>
<li>Provide support for audit activities and compliance reporting as needed.</li>
</ul>

Required Qualifications

<ul>
<li>Bachelor’s degree or equivalent experience</li>
</ul>

<ul>
<li>5+ years of financial services experience</li>
</ul>

<ul>
<li>Strong organizational and task management skills</li>
</ul>

<ul>
<li>Proactive approach and clear communication</li>
</ul>

<ul>
<li>Attention to detail, accuracy, and a high level of personal accountability</li>
</ul>

<ul>
<li>Ability to thrive in a fast-paced environment with a variety of responsibilities</li>
</ul>

Preferred Qualifications

<ul>
<li>Previous experience working with financial advisors</li>
</ul>

<ul>
<li>SEI / Series 7</li>
</ul>

<ul>
<li>Working knowledge of systems and tools (such as BETA Host, Thomson One/Refinitiv)</li>
</ul>

<ul>
<li>Understanding of the advisory business with a willingness to learn and expand knowledge, along with familiarity and experience with Ameriprise products.</li>
</ul>

Lead Product Specialist in New Delhi (UID-15580)

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Job Description for Lead Product Specialist

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