Field Administrative Assistant

Ameriprise Financial Services, LLC; Minneapolis (MN); Hybrid; USD 62,000 - 86,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking a Territory Engagement Specialist to support field leadership by coordinating advisor engagement, meetings, and communications within the assigned territory. You will manage relationships with selected advisors and staff, connecting them with corporate resources and programs.

The role emphasizes in-office collaboration, with remote work considered for qualified candidates.

Qualifications

• Associates degree or equivalent with 3+ years of relevant work experience.
• Strong organizational and prioritization skills in a fast-paced environment.
• Proficient with Microsoft Office and common business software.
• Ability to grow positive relationships with advisors, staff, and leadership.
• Ability to travel 10-20% and work independently.

Responsibilities

• Own primary advisor relationships to drive net flows and client acquisition.
• Coordinate territory events and manage logistics, venues, speakers, vendors, and registrations.
• Lead creation/distribution of FFVP newsletters and meeting prep using Salesforce, Excel, and CVENT.
• Partner with Ameriprise India field coordinator to execute tasks and support advisor experience.

Skills

Organizational skills

Prioritization

Independent work

Relationship building

Travel readiness

Education

Associates degree or equivalent

Tools

Salesforce

Excel

CVENT

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.
If you are not located close to a physical office, remote work is considered for qualified candidates.

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%

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-OfficeCollaboration

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,productivityand personal connection, wedeliver forour stakeholders — clients, advisors,employeesand 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 requireadditionalin-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Base Pay Salary

The estimated base salary for this role is $ 62,300- 85,700/ 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.