Ameriprise Financial, Inc

Senior Associate - Marketing Governance

Ameriprise Financial, Inc$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in Finance, Economics, Engineering, or an MBA/related advanced degree; CFA pursuit is a plus.
  • 3-5 years of relevant experience in finance, preferably in asset management.
  • Strong proficiency in MS Excel, PowerPoint, and Word.
  • Proven attention to detail with experience in editorial review of content.
  • Strong organizational and project management skills for tracking multiple marketing projects.

Responsibilities

  • Manage the shareholder reporting process, including content review and compliance approval.
  • Review and approve marketing content for compliance adherence.
  • Incorporate stakeholder feedback to refine materials effectively.
  • Provide reporting and analysis to support marketing presentations.
  • Maintain a centralized content database for ease of access and tracking.
  • Conduct reviews of collateral for final approval in compliance systems.
  • Participate in marketing governance and compliance check-ins.

Benefits

  • Flexible work-from-home policy (up to 2 days a week).
  • Opportunity for face-to-face in-office collaboration at least 3 days a week.
  • Access to a client-centric and relationship-oriented work culture.
Full Job Description
We are looking for a talented marketing specialist to support day-to-day governance and regulatory activities of the North America Marketing team for Columbia Threadneedle Investments, part of Ameriprise Financial. This includes collaborating across the business for the update and qualitative review/edit of certain investor communications in cycles throughout the year, assisting in the regulatory review of a growing set of production materials across marketing production and North America more broadly to ensure compliance with SEC regulations, best practices, and business requirements. This role also involves providing operational production reporting support for quarterly and monthly production cycles, attending relevant meetings, and developing recommendations for improvement and marketing governance best practices. Job Responsibilities • Manages the shareholder reporting process for Marketing, which entails requesting manager discussions from Product, copyediting content, reviewing and resolving business partner comments, managing approval steps for reports and submitting finalized reports for compliance approval. • Reviews and approves marketing content as a final approver, ensuring adherence to compliance approved templates. • Understands, interprets and incorporates feedback from stakeholders for revisions of materials. • Provides regular reporting and/or analysis in support of presentation and commentary production as needed. • Maintain database of teams' collateral for centralized content management and tracking • Conduct reviews of various marketing collateral submissions within the firms compliance system for Final Approval as needed in support of standard and ad hoc production, ensuring adherence to compliance approved templates • Attends and participates in relevant marketing governance and compliance check-ins • Identify opportunities for the firm to reduce risk, improve consistency, speed to market, and scale production through the application of best practices across the marketing organization • Coordinates with compliance and marketing to proactively communicate relevant regulatory changes that impact content or procedures Job Qualifications : • Bachelor’s degree in Finance/ Economics/ Engineering or any related fields and/or MBA (Finance)/ Master’s in Economics and/or pursuing CFA. • 3 – 5 years of relevant experience in finance (Asset management experience preferred) • Strong knowledge MS Excel, PowerPoint, and Word. • Excellent Attention to detail and history of conducting editorial review of content. • Strong organizational and project management skills to track and manage multiple marketing pieces with various process steps and deadlines. • Highly motivated self-starter with excellent verbal and written communication skills. • Experience within Asset Management compliance and regulations as a reviewer and/or submitter preferred • Experience working with and managing content within SharePoint. In-Office Collaboration We are a client-centric, relationship-based business. Working together in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least three (3) days per week, with flexibility to work from home two (2) days per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process. Full time Timings (2:00p-10:30p) India Business Unit AWMPO AWMP&S President's Office Job Family Group Marketing/Product Management

About Ameriprise Financial, Inc

Ameriprise Financial, Inc Careers

Joining Ameriprise Financial, Inc presents an unparalleled opportunity to advance your career with a leader in financial services. Our team of professionals is dedicated to fostering an environment of growth, innovation, and leadership. Work You’ll Do At Ameriprise Financial, Inc, you will be part of a culture that thrives on diversity, professional excellence, and ethical standards. Our employees are empowered to master their roles and contribute to the company’s success through continuous personal and professional development. Transform Your Career Lead your career on a path of continuous growth with Ameriprise Financial, Inc. Our company stands at the forefront of the financial industry, integrating cutting-edge technology and substantial market expertise to deliver exceptional service to our clients. Work with a team of skilled professionals who are committed to a culture of innovation and exceptional leadership. Collaborate on projects that reshape financial planning and improve client outcomes. Ameriprise Financial, Inc Job Opportunities We are actively hiring and have a variety of job opportunities that cater to different skills and career levels. From entry-level positions to leadership roles, Ameriprise Financial, Inc offers a dynamic work environment where your skills will be honed and your achievements recognized. Join our team and contribute to our mission of helping clients achieve their financial goals. Explore positions in areas such as financial advising, customer service, IT, and more. Internship Programs Kickstart your career with an Ameriprise Financial, Inc internship. Our internships provide invaluable workplace experience, networking opportunities, and insights into the financial services industry. Interns at Ameriprise Financial, Inc are crucial team members, working alongside seasoned professionals and contributing to real-world projects. Benefits and Growth Ameriprise Financial, Inc is committed to the growth and development of our employees. We offer competitive benefits, diversity training, and professional development programs that encourage our team to stay ahead in the industry. Our benefits package includes health, dental, and vision insurance, retirement plans, and generous paid time off. Leadership and Development Develop your leadership skills through targeted training and mentorship at Ameriprise Financial, Inc. We believe in nurturing leadership potential and offer various programs designed to help you grow into a visionary leader within the company. Stay Connected Join Our Team Search for open positions that match your skills and interests. We are looking for passionate, curious, and driven team players. Start your journey with Ameriprise Financial, Inc today and build a career that you can be proud of. SEARCH AMERIPRISE FINANCIAL JOBS Keep Up to Date Stay informed with career tips, insider perspectives, and industry-leading insights you can use today—all from the people who work here. READ CAREERS BLOG Job Alert Emails Customize your subscription to receive job alerts, the latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding opportunities that await at Ameriprise Financial, Inc.
Learn more about Ameriprise Financial, Inc
Size
12,000 employees
Market Cap
$32.7 billion
Industry
Net Income
$1.5 billion
Founded
1894
5 Year Trend
+2.6%
Revenue
$11.9 billion
NASDAQ

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