Sr Schedule Coordinator

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
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.