Ameriprise Financial

Ameriprise Financial is an award-winning financial services company helping clients feel confident about their financial futures. In business for over 125 years

Senior Scheduling Coordinator

Location

Minnesota

Posted

80 days ago

Salary

$24 - $33 / hour

Seniority

Senior

No structured requirement data.

Job Description

Senior Scheduling Coordinator

Ameriprise Financial

Title: Senior Scheduling Coordinator Location: Minneapolis, Minnesota Work Type: Hybrid, Full Time Job ID: R26_1135 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 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. Key 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. Required Qualifications - High school or GED. - 1 - 3 years relevant experience required. - Strong written and verbal communication skills. - Ability to multi-task, quickly change direction and independently prioritize work in order to support multiple people. - Ability to anticipate needs and make independent judgments given limited supervision. - Demonstrated service orientation with a focus on quality, accuracy and attention to detail. - Strong computer skills. Preferred Qualifications - Knowledge of a sales organization and/or previous experience in a sales environment - SalesForce experience Visa Sponsorship 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). In-Office Collaboration We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process. Base Pay Salary The estimated hourly rate for this role is $24.42 - 33.60/ hour. 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. Line of Business RSA Annuities

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