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About the Role

Partner with field leadership to provide support and coordination within an assigned territory, including meeting and conference coordination and developing communications. Provide day-to-day coordination and support for territory initiatives and project activities to ensure key tasks and deadlines are met. Act as a relationship manager for select advisors and staff in the territory to connect with corporate resources and programming.

Responsibilities

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 and provide firm resources.
Coordinate territory events (e.g., Town Halls, Workshops, Focus Groups, Forums).
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.
Lead the creation and distribution of the FFVP monthly newsletters for advisors.
Generate reports for meeting preparation leveraging tools and technology.
Triage email correspondence and create 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.
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.

Requirements

Associates degree or equivalent and 3+ years of relevant work experience.
Strong organizational and prioritization skills.
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.
Ability to travel 10-20%.
Must have valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States.

Skills

Salesforce
Excel
CVENT
Microsoft Office products

Location

Remote
NY (NY Metro)
PA (Central PA) - Mid-Atlantic

Work Type

Remote
Full-time

Experience Level

3+ years of relevant work experience

Education Level

Associates degree or equivalent

Salary/Compensations

$70,100 - $93,500 / year

Benefits

Vacation time
Sick time
401(k)
Health, dental and life insurances

About the Company

Diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024.
Team of 22,000 people across 19 countries.
Serves more than 3.5 million individual, small business and institutional clients.
Longstanding leader in financial planning and advice, a global asset manager and an insurer.
Unwavering focus on clients and strong financial foundation connects each of its unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.
Fosters meaningful careers, invests in the future, and makes a difference for clients, institutions and communities around the world.

Equal Opportunity

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.