- Advisor and Staff Engagement: Own the primary relationship with identified advisors to drive net flows and client acquisition. Follow-up with additional advisors based on actions from Franchise Field Vice President (FFVP) meetings. Support advisors in enrolling with Coaching Programs and Forums. Responsible for maintaining relationships with new and tenured advisor staff members to enroll in training opportunities and provide firm resources to ensure they are well positioned for development and growth. Utilize one-to-one, one-to-few, and one-to-many tactics. Capture their own activity in SalesForce. May support Experienced Advisor Recruiting (EAR) relationship management as needed.
- Event focus: 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.
- Field Vice President/Franchise Recruiting Engagement 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.
- Associate 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%
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Field Engagement Coordinator - Minneapolis, United States - Professional Diversity Network
Description
Ameriprise Financial
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.
Key Responsibilities
Required Qualifications
About Our Company
We're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing 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 Services, 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.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full timeExempt/Non-Exempt
Non-ExemptJob Family Group
Business Support & OperationsLine of Business
AFG Ameriprise Franchise GroupPDN-9bd15a49-b3b1-4825-ab5a-6f b6
Field Engagement Coordinator professionals in Minneapolis
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Tia'Lana Hunter
Manager
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Bianca Goncalves Da Costa
Project Manager, Researcher and Educator