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$70k–$94k/yr
Full-time
associate degree
Health Insurance, Dental Insurance, Life Insurance, 401k, Vacation Time, Sick Time
Posted 39d ago
Apply by Jul 21
~40 hrs/week
Responsibilities
The Field Engagement Coordinator will partner with field leadership to provide support and coordination within the assigned territory, focusing on meeting and conference coordination. They will also act as a relationship manager for select advisors and staff, ensuring effective communication and resource connection.
Requirements
Candidates must have an associate degree or equivalent and at least 3 years of relevant work experience. Strong organizational skills and the ability to manage multiple tasks in a fast-paced environment are essential.
Full job description
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 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.
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.
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: NY (NY Metro), PA (Central PA) - Mid-Atlantic.
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).Key Responsibilities
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 SalesForce. May support 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.
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.
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. 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.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Business Support & Operations
Line of Business
AFG Ameriprise Franchise Group
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.
At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors*, we have the expertise to serve the full range of individual and institutional investors' financial needs.
Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.
Certain hyperlinks within Ameriprise Financial web sites or social media content may hyperlink to third-party content which we believe to be reliable however, we cannot guarantee its accuracy or completeness. For this reason, we do not endorse any linked third-party content, advertising, advice, opinions, recommendations, or other information; it's merely intended to be provided as a general source of information and is not a solicitation to buy or sell any securities, accounts, or strategies. In addition, any linked third-party content should not be used as the sole basis for any investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please seek the advice of a financial advisor regarding your particular financial situation.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
For additional important disclosures on engagement rules, linking to third party content or other risks, please visit: www.ameriprise.com/social
*Ameriprise Financial Q1 2024 Earnings Release.
Offices: 707 2nd Ave S, Minneapolis, MN 55402, US
Financial Planning and Investment ServicesWealth ManagementConstructionResidentialFinanceInsuranceCommercialProperty ManagementFinancial ServicesReal Estate
How many Administrative jobs are open in New York, NY right now?
There are currently 8,966 open administrative positions in New York, NY listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Administrative roles in New York, NY?
Companies currently hiring include New York City Housing Authority (NYCHA), Mount Sinai Health System, Northwell Health, NYU London, Weill Cornell Medicine, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Administrative jobs in New York, NY?
Yes — 2137 of the 8966 open administrative positions offer remote or hybrid work (280 remote, 1857 hybrid).
How do I apply for Administrative jobs in New York, NY?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.