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Role Description

In this role, you will partner with field leadership in providing support and coordination within the assigned territory, including meeting and conference coordination and developing communications. You will provide day-to-day coordination and support for territory initiatives and project activities to ensure key tasks and deadlines are met. This includes acting as a relationship manager for select advisors and staff in territory to connect with corporate resources and programming.

If you are not located close to a physical office, remote work is considered for qualified candidates. This role supports the MA, NH and ME territory and should be located within the Eastern or Central time zones.

Key Responsibilities

• Advisor and Staff Engagement:
  • Own the primary relationship with identified advisors to drive net flows and client acquisition.
  • Follow-up with additional advisors based on actions from FFVP meetings.
  • Support advisors in enrolling with Coaching Programs and Forums.
  • Maintain relationships with new and tenured advisor staff members to enroll in training opportunities.
  • Provide firm resources to ensure advisors are well positioned for development and growth.
  • Utilize one-to-one, one-to-few, and one-to-many tactics.
  • Capture activity in SalesForce.
  • May support EAR relationship management as needed.
• Event focus:
  • Coordinate territory events (i.e., Town Halls, Workshops, Focus Groups, Forums, etc.) and ongoing programs (i.e., advisor recognition).
  • Negotiate venue contracts and reserve space.
  • Schedule speakers, manage vendors and participants, and coordinate event logistics.
  • Seek out various wholesaling organizations to organize speakers and obtain sponsorships.
  • Coordinate track and distribute advisor recognition.
• FVP/FRE Partnership:
  • Lead the creation and distribution of the FFVP monthly newsletters for advisors.
  • Report generation for meeting prep leveraging tools and technology.
  • Triaging email correspondence and creating presentations and meeting preparation.
  • Manage the coordination of various Advisor Engagement Programs for the territory using various systems and tools, including Salesforce, Excel, and CVENT.
• Team Approach:
  • Partner with and provide work direction to Ameriprise India field coordinator colleague to execute tasks on behalf of FFVP.
  • Provide cross-functional support to ensure optimum advisor experience as needed or other duties as assigned.

Qualifications

• 3+ years of relevant work experience
• Associate's degree or equivalent

Requirements

• Ability to travel 10-20%

Preferred Qualifications

• Strong organizational and prioritization skills and ability to process multiple tasks in a fast-paced environment with minimal supervision
• Proficient with standard business hardware and software (including Microsoft Office products)
• Ability to grow positive relationships with advisors, staff, field leadership team and colleagues at all organizational levels
• Ability to work independently
• Ability to handle/maintain private and confidential information in an appropriate manner

Remote Work

This position is remote. Any expectations for travel or in-person collaboration will be discussed during the hiring process. This position is eligible for remote work in these locations: Eastern or Central Time Zones.

Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

Base Pay Salary

The estimated base salary for this role is $62,300 - $85,700 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Business Support & Operations

Line of Business

AFG Ameriprise Franchise Group

Company Description

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.