Senior Analyst Digital Marketing @ Ameriprise Financial

Ameriprise Financial has more than 115 years of history providing financial solutions to help clients plan for and achieve their financial objectives. Based in Minneapolis, Ameriprise Financial is a leading financial planning and services company with approximately 12, 000 financial advisors and registered representatives providing solutions for clients asset accumulation, income management and insurance protection needs. Our financial advisors deliver tailored solutions to clients through a comprehensive and personalized financial planning approach built on a long-term relationship with a knowledgeable advisor. We specialize in meeting the retirement-related financial needs of the mass affluent and affluent.

The candidate will be responsible to take up an instrumental role and help conduct smooth operations for dedicated advisor/ a team of financial advisors to help provide outstanding digital marketing experience and enable client acquisitions. The digital marketing expert will assist in managing and organizing relevant digital marketing tools permissible as part of the key marketing activities within Ameriprise. Establish a strong online presence for advisors practices using their Individual Website/ Team Website, Social Media Marketing, Email Marketing and Prospecting efforts. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements while performing work activities.

Responsibilities:

• Strategize, implement and track monthly updates across digital marketing tools including -
  • Website updates to build online credibility for Financial Advisors using advanced features like Landing Pages with gated content, client testimonials etc.
  • Manage Social Media Platforms (Facebook, LinkedIn Instagram) with timely and creative posts to build connections, generated engagements and drive traffic to website/ landing page.
  • Manage Drip Marketing Campaigns as per advisor preferences, enable targeted monthly campaigns to their target audience.
  • Enable prospecting efforts for advisors using LinkedIn, help them build a prospect pipeline for their practice.
  • Enable mobile marketing using third-party messaging tools to setup meeting, send-out reminders, broadcast announcements and send birthday/ anniversary wishes.
  • Generate and track high quality prospects organically, using integrated dashboards on CRM.
  • Create relevant tasks on advisor s CRM and help them setup meetings with prospects, as and when required.
  • Schedule 1 connect with prospect every week using Online Scheduling feature and enable support in incremental client acquisitions for advisor/ practices.
  • Create, share and discuss appealing reporting dashboards monthly, capture important DM metrics, add inputs and consult on the next steps being the subject matter expert.
  • Setup monthly/ bi-weekly meetings with the advisors to discuss the digital marketing progress.

• Protect confidential data and adhere to policies and compliances; prioritize and perform work in accordance with established processes/ DTPs.
• Ensure effective communication and service delivery being done as per the defined SLAs/KRAs.

Required Qualifications:

• Minimum 1-2 years of experience in Digital Marketing as an associate/ analyst.
• Willing to operate in evening shift: 4:45 pm to 1:15 am (IST).
• Excellent Verbal and Written Communication Skills. Proven track record written and oral communication skills with client service orientation is a plus.

Preferred Qualifications:

• Certified in Digital Marketing Program. Google Ads and Meta Blueprint Certified will be an added advantage.
• Prior experience of working in a Digital Marketing Agency, managing clients/ projects related to digital marketing.
• Prior experience in customer-based interactions roles, both written and verbal communications.
• Experience of interacting with financial advisors/ business partners will be preferred.
• Basic understanding of financial planning and broad exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added advantage.
• Experience of being part of and enabling start-ups/ new business set-up approach will also be considered a positive.

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U. S. based financial planning company headquartered in Minneapolis with a global presence. The firm s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if youre talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.