About Our Company

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. 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. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you're talented, driven and want to work for a strong, ethical company that cares, take the next step and create a career at Ameriprise India LLP.

About Ameriprise Financial

Ameriprise Financial has more than 130 years of history providing financial solutions to help clients plan for and achieve their financial objectives. Based in Minneapolis, Ameriprise Financial is a leading financial planning and services company with approximately 12,000 financial advisors and registered representatives providing solutions for clients’ asset accumulation, income management and insurance protection needs. Our financial advisors deliver tailored solutions to clients through a comprehensive and personalized financial planning approach built on a long-term relationship with a knowledgeable advisor. We specialize in meeting the retirement-related financial needs of the mass affluent and affluent. - Role: Virtual Tech Guide

Position: Tech Guide - Advice Support

Band: 29 - Job Description :



Responsibilities :

- Serve as the primary point of contact for US‑based advisors for all Ameriprise technology, tools, and platform‑related inquiries.
- Demonstrate exceptional verbal and written communication skills while supporting US advisors across time zones.
- Be comfortable and committed to completing cold calls in the assigned regions to drive results.
- Provide accurate, timely, and actionable resolutions to ensure advisor productivity and uninterrupted client engagement.
- Support advisors across the end‑to‑end lifecycle of advisor workflows (client onboarding, eMeeting implementation, AI tools, financial planning tools, CRM, etc.).
- Deliver rapid turnaround on requests with a strong sense of urgency, ensuring advisors are not delayed in meeting client commitments.
- Translate complex technical concepts into clear, advisor‑friendly guidance.
- Maintain a professional, empathetic, and service‑oriented approach in all interactions.
- Develop and maintain a strong working knowledge of Ameriprise technology platforms, digital tools, integrations, and advisor workflows.
- Stay aligned with new releases, enhancements, and changes to existing systems.
- Demonstrate a proactive learning mindset to get trained on current tools, software upgrades, and evolving digital capabilities.- Go beyond standard job aids to find innovative solutions that enhance advisor efficiency.




- The role requires flexibility to support other projects, initiatives, or areas of focus across the organization as business needs evolve.

Required Qualifications :

- Graduate in finance discipline (1- 3-year experience is preferred)
- Excellent communication skills - Proven written and oral communication skills with US based client service orientation
- Strong understanding of MS PowerPoint, MS Excel and MS Word, PowerBI
- Must have an eye to detail with high accuracy levels
- Ability to meet strict timelines per the agreed SLAs for advisor practices
- Willingness to go for licensing certifications as needed (SIE, SERIES 66, SERIES 7 and possibly also for State Securities, State IAR, State Insurance)
- Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST)

Preferred Qualifications :

- Prior experience in customer-based interactions roles both written and verbal will be an added advantage
- Experience of interacting with financial advisors will be preferred
- Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added advantage
- Experience of being part of and enabling start-ups/ new business set up approach will also be considered a positive

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

📌 Tech Guide Advice Support (Noida)
🏢 Ameriprise India
📍 Noida