MARKETING MANAGER
Step into an instrumental role within our practice. Help conduct the smooth operation of a fast-paced and friendly financial planning office.
Work as an employee of independent advisor franchisees with a financial advisory practice of Ameriprise Financial. Assist in daily business operations, financial plan preparation, and marketing campaigns and events.
The Paraplanner / Marketing Manager will primarily assist the team in the financial planning workflow and manage marketing activities.
This position will consistently follow high standards of business and professional ethics, legal, and regulatory requirements when dealing with others and performing work activities.
This role provides client relationship support through; managing, gathering, and analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with the team to create attention-grabbing websites, social media, and client content and communications.
Responds to ad hoc requests, coordinates / tracks projects and / or manages business-as-usual projects such as organizing a client seminar.
Responsibilities and Time Allocatio n Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.
Position Functions : Financial Planning and Advice Client Meeting Support Prepare eMeeting materials and agendas for client meetings.
Alongside financial advisor(s), participate in client meetings and assist the associate financial advisor(s) and franchise advisor(s) with meeting prep, client meetings, follow-up, operational duties.
Financial Planning and Advice Support Utilize financial planning tools - Money Guide and / or NaviPlan. Document preliminary financial planning recommendations and initial product solutions as directed for use in client meetings.
Prepare charts, graphs, tables, and other visual aids to be used in implementation meetings with clients. Marketing Implement key marketing activities including : Seminars and events : Coordinate marketing events preparation, execution, and follow-up.
Social media - Facebook, LinkedIn, Instagram, X (formerly Twitter). Advisor website maintenance and updates. Online client experience.
Newsletter and marketing campaigns : Ameriprise CRM (Salesforce) and Ameriprise CRM Marketing on Demand. Client Care : Answer questions and provide readily available information to clients, if requested and based on registered / non-registered staff allowable activities, as it relates to servicing their accounts.
Review and update client information as needed for client review meetings. Attend and participate in client meetings, if necessary.
Perform other allowable duties as assigned by the financial advisor(s). Document client contact / calls / meetings. Maintain files and records in accordance with the records retention policy.
Key Traits of a Successful Paraplanner Attention to detail and organization. Effective communication with clients and others, advisors / staff.
Sincere commitment to client-centric business model. Effective and efficient time management. Polite and clear phone manner.
Ability to multi-task. Ability to adhere to rules and regulations as stated in the Compliance Manual and required by advisor, Ameriprise Financial and industry regulators (FINRA, SEC, MSRB, etc.
Positive attitude and sincere willingness to constantly learn and grow. Education and Other Designations : Bachelor’s degree or higher Already have or be able to attain federal and state licenses and registrations for securities and insurance, including SIE, Series 7, Series 66, and State of Texas - Life, Accident, and Health Insurance.
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. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Employment Type : Full Time Bonus / Commission : No
Senior Manager of Partner Marketing
Manager of Partner Marketing is responsible for building a best-in-class partner and channel marketing program. The Partner Marketing Manager reports directly to the Sr. Familiarity with marketing automation tools, CRM systems, and digital marketing platforms . This role works cross-funct...
Global Partner Marketing Campaign Manager - 30475
This role will work closely with Field Marketing, Global Partner Marketing, and the strategic partner sales teams within Splunk. Manage budget tracking and utilization in partnership with the field marketing and partner managers to ensure alignment business objectives. Collaborate with Field Marketi...
Campaign Manager (Marketing/Branding)
THE OPPORTUNITYThe King Global Ministries Community Campaign Manager plays an integral role in shaping the startup nonprofit’s public image, promoting our message, and coordinating a cohesive campaign strategy for the organization and its programs. ...
Operations and Trade Marketing Manager
This role will also see you responsible for leading a team of Operational Marketing Managers, tasked with collaborating with the sales teams in the region to execute effective regional marketing strategies across the US. Operations and Trade Marketing Manager. As they launch into the US with leading...
Integrated Marketing Manager
As an Integrated Marketing Manager (IMM) at Rosendin, you will play a crucial role in shaping the regional impact of our marketing efforts and contributing to the overall success of the business. Integrated marketing planning: Lead the strategy of integrated marketing plans that encompass various ma...
Marketing Manager
Emergency AC is seeking a talented Marketing Manager who has a passion for all things marketing and a knack for attention to detail, strong project management skills, the ability to hold people accountable, and solid communication and organization skills. Skills & Qualifications• BA/BS degree in mar...
Marketing Manager
Collaborating with Chief Marketing Officer to strategically create comprehensive marketing plans. Leading the marketing team in the planning, coordination, and execution of marketing projects, campaigns, and events. Reviewing proofs for customer facing communication and marketing assets prior to goi...
Inside Sales Account Manager - Medium Business
Join us to do the best work of your career and make a profound social impact as a Inside Sales Account Manager on our Inside Sales Account Manager Team in Round Rock, Texas and/or Nashville, Tennessee. Our Inside Sales Account Manager team is the driving force behind our high-level customer interact...
Product Marketing Manager - Self-directed Growth
As the Self-directed Growth Marketing Manager, you will be responsible for setting the strategy for Vanguard's Personal Investor prospecting efforts. Mentors and coaches colleagues to ensure they develop and maintain a broad knowledge and awareness of the product marketing industry forces, competiti...
Shopper Marketing Manager - Ricolino
You will be responsible for working with the Customer Business Leads/Managers, Headquarter Shopper Marketing, Sales team, distributors, Brand Marketing as well multiple vendors to accelerate topline growth, share growth, and customer penetration within specific customers. The Shopper Marketing Manag...