Field Engagement Coordinator

About Our Company

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 River Source Insurance and Annuities.

Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

In this role, you will partner with field leadership in providing support and coordination within the assigned territory, including meeting and conference coordination and developing communications. You will provide day‑to‑day coordination and support for territory initiatives and project activities to ensure key tasks and deadlines are met. This includes acting as a 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. This role supports the MA, NH and ME territory and should be located within the Eastern or Central time zones.

• 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 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 Sales Force. May support EAR relationship management as needed.
• Event focus:
  Coordinate territory events (i.e., Town Halls, Workshops, Focus Groups, Forums, etc.) and ongoing 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 sponsor ships. Also coordinate track and distribute advisor recognition.
• FVP/FRE 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.

• 3+ years of relevant work experience
• Associate’s degree or equivalent
• Ability to travel 10‑20%

• 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

This position is remote. Any expectations for travel or in‑person collaboration will be discussed during the hiring process. This position is eligible for remote work in these locations:
Eastern or Central Time Zones.

Applicants…