Operational Support Specialist

About the job

This role will work in close partnership with the Banking and Cash Solutions Marketing, Communications, Training, Sales Strategy, and Operations team to provide operational support and some project management to support client and advisor engagement strategies. Key responsibilities: • Maintain and support ongoing reporting and tracking needs of the Banking and Cash Solutions advisor marketing program, training and webinar engagement • Ongoing maintenance and support of business reporting leveraging multiple sources to support team leading and lagging indicator reporting structure • Manage activities that support the development and tracking of advisor engagement in key programs within the business • Collaborate closely with training managers to conduct pre-event administrative support and complete post-event administrative reporting work • Produce and communicate ongoing reporting of advisor and client engagement leading indicators • Support the implementation of complex direct to client communication strategies as needed • Meet regularly with key stakeholders globally to ensure delivery of projects against timelines • Participate in regular meetings with stakeholders to drive toward business results • Develop or refine presentation decks for training initiatives or business reporting as needed • Provide data analysis and insights as required to support relevant project initiatives, deliver periodic management information and enable continuous improvements. • Help team manage direct to consumer marketing and communication processes and documentation before final sign-off by the business for implementation Required qualifications: • Demonstrated knowledge and experience in Microsoft Office Suite including SharePoint, excel, Power Point and some experience with Power BI. • 5+ years’ relevant experience. • Strong interpersonal and communication skills. • Highly organized and able to work on multiple priorities. • Strong verbal English language proficiency. • Ability to work independently and as part of a team. Preferred qualifications: • Knowledge of or experience in Banking and Cash Solutions • Knowledge of key banking regulations impacting client and advisor engagement • Experience supporting a high-performing marketing, communications, and training organization in a highly regulated industry • Training or education expertise through work experience, education or a combination of both

Requirements

• Microsoft Office Suite
• SharePoint
• Excel
• PowerPoint
• Power BI
• Interpersonal skills
• Communication skills

Qualifications

• 5+ years of relevant experience

Preferred Technologies

• Microsoft Office Suite
• SharePoint
• Excel
• PowerPoint
• Power BI
• Interpersonal skills
• Communication skills

About the 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.