Distribution Client Data Analyst - Ameriprise Financial

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.

Job Description

Role Purpose

To make client, sales, AUM, activity and commercial data a trusted, well-governed asset for EMEA Distribution – so that client-facing teams can target the right clients, engage them more effectively and grow revenue.

What the role will deliver:

• Trusted, well-governed Distribution data assets that support commercial activity, targeted client engagement and effective sales and client management coverage.
• Clear, compelling and commercially relevant analysis of large datasets, turning patterns and results into insights the business can act on.
• Scalable insight tools and contextual analytics that inform client acquisition, retention, expansion and commercial decision-making.
• A Distribution data and technology ecosystem that client-facing teams can rely on, delivered in partnership with Technology, Distribution Insight, Data Governance and external vendors.

Key Responsibilities

• Client data sourcing and data quality: Validate transaction data by coordinating with external vendors, maintain client data across internal platforms, monitor data quality trends, identify issues, perform root-cause analysis, and develop remediation plans to improve accuracy, completeness, reliability, and usability of governed data assets.
• Data Governance and metadata: Act as business owner of client data, maintain business glossaries, reference data repositories, metadata attributes and governed data elements.
• Commercial insight enablement: Support Sales and Client Service managers with data-led insights that improve client acquisition, retention, expansion and day-to-day commercial engagement, strengthening decision-making across EMEA Distribution.