Sr Schedule 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 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

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

• 1-3 years of customer service/sales experience 

Preferred Qualifications

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

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

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.