Full-Time

Content Management Associate

RFP and DDQ Team

Posted on 10/25/2024

Ameriprise Financial

Ameriprise Financial

10,001+ employees

Provides financial planning and advisory services

Fintech
Financial Services

Mid

Boston, MA, USA

Category
Proposal Management
Business & Strategy
Required Skills
Word/Pages/Docs
Excel/Numbers/Sheets
Requirements
  • 3+ years of experience writing RFPs and/or investment content for Fixed Income and Equity investment products within an investment management firm
  • Candidates should demonstrate a strong interest in capital markets/investment knowledge.
  • Demonstrated ability to thrive in a changing and collaborative global environment
  • Excellent investment writing, quantitative, and communication skills, as well as strong attention to detail
  • The individual must be an independent self-starter, a team player, and able to work on multiple assignments and complete high-quality work against strict and competing deadlines that are dictated by prospects, consultants, and clients
  • Proficiency in Microsoft Word and Excel; familiarity with Qvidian will be viewed favorably
  • A positive, collegial attitude and a high level of professionalism are essential
Responsibilities
  • Responding to due diligence questionnaires as needed to support the RFP team
  • Ensuring that best practices, consistency, and compliance with regulatory standards are implemented across content
  • Writing, coordinating, editing, and proofreading responses to questionnaires, working with subject matter experts across the firm
  • Developing an expertise across the many facets of firm-level content to effectively craft and enhance responses

Ameriprise Financial offers financial planning services and advice through a network of financial advisors. Their services include helping clients prepare for retirement, manage investments, and make informed financial decisions. Clients work with advisors to create personalized financial plans that address their specific goals and concerns, such as risk management and mortgage strategies. What sets Ameriprise apart from competitors is their focus on building long-term relationships with clients and providing tailored advice that considers both current and future financial needs. The company's goal is to empower individuals to achieve their financial dreams and live confidently in retirement.

Company Stage

IPO

Total Funding

$287.3M

Headquarters

Minneapolis, Minnesota

Founded

1894

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for personalized advice can drive more clients to Ameriprise.
  • Digital financial planning tools enhance client engagement and streamline advisor interactions.
  • Growing interest in ESG investing provides opportunities for Ameriprise to expand offerings.

What critics are saying

  • Departure of key advisors leads to client data breaches and potential trust issues.
  • Legal disputes with competitors over advisor independence and client privacy persist.
  • Potential loss of experienced leadership to competitors could impact strategic direction.

What makes Ameriprise Financial unique

  • Ameriprise offers personalized financial advice amid economic uncertainty and market volatility.
  • The firm leverages digital tools to enhance client engagement and streamline interactions.
  • Ameriprise expands ESG investment products to meet growing interest in sustainable investing.

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