Team Lead Insurance Annuities Operations (Remote)

• Provide day-to-day leadership and direction to a team of Operations professionals in the Service & Operations line of Business, dedicated to providing timely and accurate resolution of service requests submitted by Advisors/clients, as per defined Service Levels and operating procedures
• Serve as point-person and operational expert and collaborate with Business counterparts, senior Leaders and team members to manage/resolve process level issues on daily basis

• Ensure adherence to the Service delivery framework established for the Business and also drive adherence to the common minimum practices framework on a daily basis.
• Track and report team/individual performance, along with a summary of highlights/issues/ongoing action plan, on a daily/weekly/monthly basis to various stakeholders.
• Partner with Human Resources and functional Leaders to formulate career progression / employee development plans.
• Provide Leadership guidance and motivate team members to improve/sustain performance through effective coaching and mentoring techniques, individually through periodic 1-0-1 meetings, and also at a team level through regular huddles and team meetings.
• Responsible to collaborate with senior Leaders and Training counterparts to provide adequate learning & development programs for team members to improve operational knowledge, develop product and domain knowledge, and build/enhance skills/competencies.
• Participate in Operational, Domain and soft-skills development Training programs for self-development of process and domain knowledge and build/improve soft-skills/competencies.

Required Qualifications
Bachelor’s degree or equivalent (4 -years)

Relevant experience in leading and managing team/s in the Financial Services Industry

Experience should be 7 plus years
Good written and verbal communications skills

Strong operations handling experience with great focus on stakeholder management

Strong knowledge and ability to understand operational metrics and resolve issues

Effective People manager with high emotional intelligence

Expert in use of Excel for Business planning and analysis. Adept in use of Word & Power-point

Preferred Qualifications

Master’s degree or equivalent (6-years)

Knowledge of the Capital Markets, Securities & Brokerage Operations Industry and Regulatory landscape/framework,

Insurance designations like LOMA, ALU, III, ALMI, FLMI, AALU, FALU,

About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. 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.

Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full time

(8:00p-4:30a)

AWMPO AWMP&S President’s Office

Business Support & Operations