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.
• Also 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 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%.

Job Description

Partner with field leadership in providing support and coordination within the 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 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.

Company Information

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. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. 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. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Base Pay

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.

Work Environment

Full-Time/Part-Time: Full time
Exempt/Non-Exempt: Non-Exempt

Equal Opportunity Employer

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.