Client Relationship & Marketing Coordinator

00001 Ameriprise Financial Inc; Town of Carmel (NY); On-site; USD 30,000 - 40,000; Full time

Job summary

Ameriprise Financial is seeking a Client Relationship & Marketing Coordinator for our small practice in the New York area. This hands-on role focuses on client experience, event planning, and marketing activities to help our practice grow.

You will manage client communications, coordinate events, maintain our marketing materials, and support Salesforce CRM and dashboards for the team. A detail-oriented, people-oriented candidate with tech-savvy and teamwork will thrive.

Qualifications

• Candidate enjoys people, details, technology and variety.
• Ability to coordinate client events and campaigns.
• Experience with client communications and marketing activities.

Responsibilities

• Build relationships with clients and coordinate thoughtful touches.
• Plan and coordinate client appreciation and educational events from start to finish.
• Lead client email communications, newsletters and event invitations.
• Support annual marketing plan, website and social media presence.
• Serve as a resource for Salesforce CRM, dashboards, and marketing tech.

Skills

Relationship building

Marketing coordination

Event planning

CRM (Salesforce)

Content creation

Tools

Salesforce CRM

Marketing dashboards

Job description

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner.

Job Description

We are a small, established financial planning practice looking for a Client Relationship & Marketing Coordinator to become an important part of our team. This is a hands‑on role for someone who enjoys people, details, technology and variety. You will help us create an exceptional experience for our clients while coordinating the marketing activities, events, communications and systems that support our relationships and help our practice grow.

What You Will Do:

• Build relationships with clients and coordinate the thoughtful touches that make their experience with our practice special.
• Plan and coordinate client appreciation and educational events from beginning to end.
• Lead client email communications, including newsletters, event invitations and other campaigns.
• Help execute our annual marketing plan and maintain our website and social media presence.
• Serve as a key resource for Salesforce CRM, dashboards and other marketing technology, helping the team use these systems effectively.
• Track annual goals, prospective clients and new‑business opportunities and provide meaningful updates to leadership.
• Review reports and results, recognize trends and help identify appropriate next steps.
• Coordinate marketing materials, promotional items and outside vendors.
• Take ideas, figure out how to make them happen and follow them through to completion.

You Might Be a Great Fit If You:

• Genuinely enjoy getting to know people and building long‑term relationships.
• Are organized, dependable and naturally attentive to details.
• Like having ownership of your work and making sure things get done.
• Are comfortable moving between client interaction, event planning, technology, reporting and marketing activities.
• Enjoy learning systems and often become the person others turn to when they need help figuring something out.
• Can look at information or a report and recognize when something deserves attention.
• Enjoy being part of a small, close‑knit team where everyone contributes.

Compensation:

Starting compensation is generally expected to be in the upper$30,000s to lower $40,000s, with flexibility for the right candidate based on experience, skills and overall fit.

Full-Time/Part-Time: Full time

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.

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.

Explore opportunities within each business and region below.

Ameriprise US | Careers Ameriprise India | Careers Columbia Threadneedle Investments US | Careers Columbia Threadneedle Investments EMEA APAC | Careers RiverSource | Careers