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Lead Product Specialist @ Ameriprise Financial

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 Lead Product Specialist

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

  • Bachelors degree or equivalent experience
  • 3+ 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)

Job Classification

Industry: Banking
Functional Area / Department: Finance & Accounting
Role Category: Treasury
Role: Treasury Operations Manager
Employement Type: Full time

Contact Details:

Company: Ameriprise Financial
Location(s): Noida, Gurugram

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Keyskills:   product specialist insurance process documentation operations product management data validation compliance compliance reporting asset management financial planning financial services

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Ameriprise Financial

Company DetailsAmeriprise Financial Services, LLC