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Ameriprise Financial

Financial planning advice and financial advisors

Associate Request for Proposal

Proposal ManagementPosted on Nov 13
Full-timeGurugram, Haryana, IndiaNo salary listed

About the Job

Requirements

  • Experience completing documents to a high standard for products or topics such as responsible investment, DEI, private equity, and multi-manager strategies, as well as core asset classes including equities, fixed income, and multi-asset, is advantageous.

Responsibilities

  • Manage and complete DDQs and other documents across a broad range of actively managed asset classes to support new business growth, maintain existing business, and respond to ad hoc requests.
  • Support wholesale (intermediary), institutional, and insurance channels across all locations within the Group.
  • Attend weekly regional meetings with colleagues based in Europe, APAC, and/or North America via Teams.

Desired Qualifications

  • A good grounding in institutional business.

About the Company

Ameriprise Financial

Financial planning advice and financial advisors

Ameriprise Financial provides financial planning and advisory services through its network of financial advisors. Its offerings include retirement planning, investment advice, and strategies to manage risk and cash flow, with emphasis on helping clients improve retirement readiness and make informed financial decisions. The company combines financial planning concepts with investment advisory services through Ameriprise Financial Services, Inc., and leverages a nationwide advisor network, independent planning insights, and FINRA/SIPC-registered compliance. Differences from competitors come from a personalized, advice-driven approach tied to retirement goals and a broad suite of planning resources, not just product sales, supported by educational content and planning tools. The goal is to help clients plan for their dreams today and tomorrow by delivering tailored guidance, planning strategies, and ongoing financial support through trusted financial advisors.

Company size
10,001+
Company stage
IPO
Headquarters
Minneapolis, MN
Founded
1894

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