Sr Schedule Coordinator

00013 RiverSource Distributors; Minneapolis (MN); On-site; USD 51,000 - 70,000; Full time

Job summary

Ameriprise Financial is seeking a Scheduling Coordinator to partner with up to six external Regional Vice Presidents to develop a robust travel-based activity schedule and to proactively contact advisors to communicate the value of meeting with a RiverSource wholesaler. You will be the point of contact for scheduling meetings, maintaining calendars and reporting on results.

The role requires 1–3 years of customer service or sales experience, strong written and verbal communication, and the

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.
• Ability to anticipate needs and make independent judgments given limited supervision.

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.
• Collaborate with RVPs to craft a message that increases advisor willingness to meet.
• Develop criteria for targeted advisor lists and present 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.
• Provide general admin support including updating advisor records and reporting results.

Skills

Customer service

Communication

Multitasking

Independent judgment

Attention to detail

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.

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.

Full-Time/Part-Time

Full time Exempt/Non-Exempt Non-Exempt

Job Family Group

Business Support & Operations Line of Business RSA Annuities

Equal Opportunity

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

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