Sr Schedule Coordinator

About the role

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.

The Scheduling Coordinator partners with up to six external Regional Vice Presidents to develop a robust activity schedule based on their travel rotation. Proactively contact advisors to schedule and communicate the value proposition of meeting with a RiverSource wholesaler. Is the point of contact for scheduling meetings, maintaining the calendar and reporting on results and efforts.

Responsibilities

• Schedule and reschedule meetings for each Regional Vice President
• Map out travel patterns within a loop to optimize appointment scheduling
• Manage advisor expectations regarding RVP's availability and conflicts
• Work with RVPs' to create a message that increases an advisor’s willingness to schedule an appointment and articulate the value an advisor will receive by meeting with the RVP
• Work independently to develop criteria for creating a targeted list of advisors and recommend it to the RVP
• Incorporate segmentation strategies and calling plans
• Build and maintain advisor and field office relationships
• Generate event attendance and follow-up appointments from events
• General admin support including updated advisor records with new contact information, track and report results and activity efforts

Qualifications

• One to three years of customer service/sales experience
• Demonstrated service orientation with a focus on quality, accuracy and attention to detail
• Strong written and verbal communication skills
• Ability to multi-task, quickly change direction and independently prioritize work in order to support multiple individuals
• Ability to anticipate needs and make independent judgments given limited supervision
• Strong computer skills including; Excel, Outlook and MicroSoft TEAMS

Skills

• Knowledge of a sales organization and/or previous experience in a sales environment
• SalesForce experience

Pay

The estimated base salary for this role is $50,800 - $69,900 / 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.

Benefits

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.

Schedule

Full time • Non‑Exempt