Ameriprise Financial

Field Engagement Coordinator

New York, New York · Part-time

No sponsorship$10k-$20kDetected 22 days ago

SalesforceExcelLogisticsLeadershipCollaborationMentoringPublic SpeakingMicrosoft Office

About the role

Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients.
Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.
Act as relationship manager for select advisors and staff in territory to connect with corporate resources and programming.

Advisor and Staff Engagement: Own the primary relationship with identified advisors to drive net flows and client acquisition.
Support advisors in enrolling with Coaching Programs and Forums.
Capture their own activity in SalesForce.
May support EAR relationship management as needed.
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 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.
Partner with field leadership in providing support and coordination within the assigned territory, including meeting and conference coordination and developing
Provide day-to-day coordination and support for territory initiatives and project activities to ensure key tasks and deadlines are met.
Own the primary relationship with identified advisors to drive net flows and client acquisition.

Associates degree or equivalent and 3+ years of relevant work experience.
Strong organizational and prioritization skills and ability to process multiple task in a fast-paced environment with minimal supervision
Ability to grow positive relationships with advisors, staff, field leadership team and colleagues at all organizational levels
Ability to work independently
Ability to travel 10-20%
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).

The estimated base salary for this role is $70,100 - $93,500 / 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.
Full-Time/Part-Time
Exempt/Non-Exempt

About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024.
We are a longstanding leader in financial planning and advice, a global asset manager and an insurer.
Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

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.

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).

This listing is sourced directly from Ameriprise Financial's careers page and normalized into a canonical job model.