Sr Schedule Coordinator

RiverSource; Minneapolis (MN); On-site; USD 51,000 - 70,000; Full time

Benefits offered by this job

Vacation time

401(k)

Health insurance

Job summary

RiverSource is seeking a Scheduling Coordinator to partner with up to six Regional Vice Presidents, pro-actively scheduling meetings and managing calendars. You will communicate value propositions to advisors, coordinate travel patterns, and maintain strong advisor relationships across a fast-paced environment.

The role requires 1–3 years of customer service or sales experience, sharp attention to detail, and proficiency in Excel, Outlook, and Microsoft Teams.

Qualifications

• 1–3 years of customer service/sales experience.
• Demonstrated service orientation with focus on quality and accuracy.
• Strong written and verbal communication skills.
• Ability to multi-task and prioritize for multiple stakeholders.
• Ability to work with limited supervision and take initiative.
• Proficient in Excel, Outlook, and Teams.

Responsibilities

• Schedule and reschedule meetings for up to six Regional Vice Presidents.
• Map travel patterns to optimize appointment scheduling.
• Manage advisor expectations regarding availability and conflicts.
• Collaborate with RVPs to craft messaging that drives engagement.
• Develop criteria for targeted advisor lists and apply segmentation strategies.
• Build and maintain advisor and field office relationships.

Skills

Customer service

Sales experience

Communication

Prioritization

Independent judgment

Multi-tasking

Tools

Excel

Outlook

Microsoft Teams

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.

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

• One to three years of customer service/sales 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.

Preferred Qualifications

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

Base Pay Salary

The estimated base salary for this role is $50,800 - $69,900 / 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.

Benefits

• vacation time
• sick time
• 401(k)
• 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

RSA Annuities

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.