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Ameriprise Financial

Financial planning advice and financial advisors

Lead Derivative Onboarding

Business OperationsPosted on Nov 13
Full-timeGurugram, Haryana, IndiaNo salary listed

About the Job

Requirements

  • Relevant industry and work experience in a financial services firm.
  • Previous experience participating in or leading projects.
  • Strong oral and written interpersonal and communication skills to deal effectively with internal business partners.
  • Attention to detail and deadline orientation.
  • Ability to manage multiple priorities.

Responsibilities

  • Support the onboarding of derivative products and accounts for new and existing clients.
  • Manage internal workflow tools, ensuring accurate recording of product approvals, project prioritization, reporting, and maintenance of SharePoint databases.
  • Coordinate and support ongoing KYC due diligence activities with counterparties.
  • Collaborate with the Change & Onboarding team to identify process improvements and operational efficiencies.
  • Monitor service delivery against SLAs, analyze trends, and facilitate regular stakeholder meetings to progress key initiatives.
  • Monitor and review OTC long-form confirmations for structured products, maintaining confirmation tracking tools and records.
  • Proactively follow up on outstanding confirmations and resolve discrepancies identified during the review process.
  • Review and enhance operational procedures to ensure continued efficiency and control.

Desired Qualifications

  • Knowledge of derivatives operations.
  • Experience in investment operations.

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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