Regional Scheduling Assistant

Threadneedle group; Hinoba-an; On-site; PHP 396,000 - 792,000; Full time

Job summary

Ameriprise India LLP is seeking a Regional Scheduling Assistant to drive high-impact advisor engagement through structured scheduling, calendar optimization, and SOP-aligned execution. The role combines high-volume outreach, real-time Salesforce data, and precise calendar management to deliver a seamless advisor experience.

You will handle outbound calls, manage calendars across time zones, and ensure accurate CRM data while supporting US stakeholders and regional leadership.

Qualifications

• Experience in outbound calling/tele-sales or voice-based BPO.
• Strong communication and CRM familiarity with Salesforce.
• Experience in calendars, expense, and travel management.
• Ability to manage multiple time zones and US/multinational stakeholders.
• High attention to detail and ability to work independently.

Responsibilities

• Strategic Scheduling & Advisor Engagement: Proactively contact advisors to schedule meetings.
• Drive scheduling for Focus advisors, 90-day no-contact advisors, regional and national events.
• Communicate value proposition to increase advisor participation.
• Manage calendar conflicts, renegotiate schedules, and align with leader preferences.
• Ensure optimal calendar structure and accuracy in Salesforce/Outlook.
• Send confirmations post scheduling and reminder emails.
• Maintain real-time CRM hygiene and reporting in Salesforce.
• Track scheduling cadence and weekly metrics with leadership.
• Collaborate with Product Consulting Directors and peers.
• Expense & Compliance: Concur reports and cost center allocation.
• Support local advisor engagement events and branch meetings.
• Backup coverage during absences.

Skills

Outbound calling

Salesforce

Calendar management

Multi-timezone

US stakeholders

Attention to detail

Independent worker

Tools

Salesforce

Outlook

Excel

MS Teams

SharePoint

Box

Ariba

Job description

About Our Company

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions, and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you're talented, driven and want to work for a strong, ethical company that cares, take the next step and create a career at Ameriprise India LLP.

Job Description

Partner with Regional Product Consulting Directors (PCD) to drive high-impact advisor engagement through strategic scheduling, proactive calendar management, and operational excellence. As a Regional Scheduling Assistant (RSA) it is expected that you are able to drive structured advisor engagement, precise calendar optimization, and consistent adherence to scheduling processes and standards. The role combines high-volume proactive outreach, real-time Salesforce data management, and SOP-driven execution, ensuring a seamless advisor experience.

Key Responsibilities

• Strategic Scheduling & Advisor Engagement Proactively contact advisors via phone/email to schedule meetings aligned to PCD’s priorities and advisor segmentation
• Drive scheduling for: Focus advisors 90-day no-contact advisors Regional and National event follow-ups
• Communicate value proposition effectively to increase advisor participation
• Manage calendar conflicts, renegotiate schedules, and align with leader preferences
• Ensure optimal calendar structure (no overload, spacing, adherence to preferences)
• Partner with Consulting Directors to maintain <1% no-show rate
• Calendar & CRM (Salesforce + Outlook) Excellence Calendar (Outlook) accuracy & updates Maintain real-time updates for all scheduling activities in Salesforce and Outlook Ensure: Accurate meeting details (time zone, participants, agenda) Alignment with leader preferences and availability No duplicate or conflicting entries Proactively manage calendars, avoid scheduling during PTO; prevent back-to-back meetings beyond agreed limits, manage reschedules etc.
• Send: Immediate confirmations post scheduling Reminder emails (1 day prior or as per preference)
• Salesforce data Accuracy & Real-Time Updates Enter all appointments immediately in Salesforce after scheduling; Ensure real-time CRM hygiene and reporting accuracy Log all call/email activities daily with complete detail. Track engagement, advisor attendance, and scheduling metrics in Salesforce.
• Operational Excellence & Reporting Track weekly scheduling performance and maintain ≥95% cadence adherence Share weekly reports with Consulting Directors by the end of last working day (≥90% closure) Setup and Lead regular 1:1 connects with the Product Consulting Directors to discuss action plans, scheduling and expense management updates and other strategic planning. Share Minutes of the meeting reports with Consulting Director with copy to IND/US business partners within 24 hours with action tracking (≥90% closure). Identify and implement at least 2 process improvements annually in: Scheduling workflows Salesforce data accuracy QA processes Leverage reporting insights to improve advisor engagement and efficiency.
• Collaborate closely with Product Consulting Directors, and peers. Influence adherence to- Scheduling discipline, Profile Preferences, event timeline and follow-ups and building strong relationships with Advisor and staffs to enhance scheduling success.
• Expense & Compliance Management Prepare, review, and submit Concur expense reports within policy timelines Ensure, accuracy, completeness, and compliance of submission Use correct cost center allocation, mileage allocation Provide feedback and document best practices for expense management Event, Travel & Additional Support Support Product Consulting Directors in: Organizing local advisor engagement events Scheduling branch meetings Act as backup for peers and ensure seamless coverage during absences

Required Qualifications

• Experience in outbound calling/tele-sales or voice-based BPO roles, with proven ability to manage high-volume outreach, follow structured scripts, and achieve appointment conversion targets.
• Strong communication, influencing and objection-handling skills, with experience using CRM tools (e.g., Salesforce) in a metric-driven, quality-focused environment.
• Experience in handling calendars, expense, and travel management.
• Ability to manage multiple time zone.
• Experience supporting US-based or multinational stakeholders.
• High attention to detail and ability to multitask.
• Proven ability to work independently with high accountability.
• Proficient in Outlook, Excel, Salesforce, MS Teams, SharePoint, Box, Ariba.
• Ability to recognize financial impacts and respond or escal.
• Ability to take initiative and remain team player, act proactively, and think creatively.
• Ability to work independently following established procedures.

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 three (3) days per week, with flexibility to work from home two (2) days 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.

Full-Time/Part-Time Full time Timings (4:45p-1:15a) India Business Unit AWMPO AWMP&S President's Office

Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, military status, veteran status, marital status, pregnancy, 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.

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years. Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long-term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation. For you, that means the opportunity to build a meaningful career in a high-performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact. As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers: Ameriprise Financial: Financial planning, advice and wealth management. Columbia Threadneedle Investments: Global asset management serving individual, institutional and corporate clients. RiverSource Insurance & Annuities: Products and solutions designed to help clients protect and grow their wealth.

Ameriprise US | Careers

Ameriprise India | Careers

Columbia Threadneedle Investments US | Careers

Columbia Threadneedle Investments EMEA APAC | Careers

RiverSource | Careers