APWGI-Analyst-Fncl Adv Supp IND

About Our Company Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. 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 you're 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.

The candidate will be responsible to work with a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisor practices. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

Net Client Acquisition Position: APWGI- Analyst - Financial Adv Supp IND Band: 28 Job Description: The candidate will play an instrumental role in ensuring smooth operations for a team of Financial Advisors by delivering outstanding digital marketing and prospecting experience that directly supports client acquisition. 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. As a regular practice, the role will ensure a minimum of one qualified prospect meeting per advisor per week, driving consistent pipeline growth and incremental client acquisitions.

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, generate engagements and drive traffic to website/ landing page. Execute targeted drip marketing campaigns aligned with advisor preferences, delivering monthly, audience‑specific outreach designed to warm prospects and drive call and meeting setups. Drive end‑to‑end prospect outreach on behalf of Financial Advisors, initiating reach‑outs efforts via LinkedIn, email, mobile messaging, and permissible digital channels to generate qualified leads. Enable mobile‑led prospect engagement using third‑party messaging tools for direct meeting invites, reminders, follow‑ups, announcements, and personalized touchpoints (birthdays/anniversaries). Generate and track high quality prospects organically, using integrated dashboards on CRM. Create relevant tasks on advisor’s CRM and help them set up 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 advisors/ practices. Create, share and discuss appealing reporting dashboards monthly, capture