Field Engagement Coordinator

Key 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.
• Utilize one-to-one, one-to-few, and one-to-many tactics.
• Capture their own activity in SalesForce.
• May support EAR relationship management as needed.
• Coordinate territory events (i.e., Town Halls, Workshops, Focus Groups, Forums, etc.) and on-going programs (i.e. advisor recognition).
• Negotiate venue contracts and reserve space, schedule speakers, manage vendors and participants, and coordinate event logistics including registration and attendee tracking, presentations, and other materials required to support the event.
• 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, 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.
• 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.

Required Qualifications

• 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.
• 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%.

Preferred Qualifications

• Base Pay Salary: 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.
• 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