Advisor CRM Senior Program Coordinator (Minneapolis, MN)

| Minneapolis–Saint Paul, MN
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Job Description

Support the Program's goals of adoption and satisfaction of Advisor CRM through dissemination of best practices in training, resources, and through 1:1 and group interactions. This role supports all users end users as well as addresses needs for field leaders and field facing resources.

About Our Company

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.

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.


  • Responsible for maintaining resources and the source of truth repository of best practices for using Ameriprise CRM. Work across the organization to ensure consistency of best practice representation in other's materials, in particular with Learning and Development and the Communication teams.
  • Support relevant field facing teams (e.g., Compliance, Advisor Business Development Group, Marketing) as they drive adoption of CRM within their own interactions with practices.
  • Be a face of the program and drive adoption of Ameriprise CRM by addressing advisor and staff needs. This includes monitoring and participating in the Communities, supporting webinars and being a subject matter expert on some aspects of the tool. Participate in and manage the follow up for field escalations.
  • Be on point for the end-to-end process for program owned resources including partnering with subject matter experts on updating existing materials, submitting to Adtrax as required, and working with Corporate Communications for publication on AdvisorCompass.
  • Continually probe for bottlenecks and other potential problems; use extensive technical knowledge, influence, resourcefulness, and initiative to minimize their effect. Provide input on priority tradeoffs within and between business programs, as needed. Address and resolve conflicts.

Required Qualifications

  • 3 - 5 years relevant experience required
  • Strong written and verbal communication skills, including a demonstrated ability to interact effectively with all levels of the organization and summarize verbal conversations into written form leaders.
  • Excellent interpersonal skills (including networking, influencing, negotiation, and conflict resolution).
  • Ability to problem solve, assimilate information, and connect the dots on varying initiatives across the company that may impact this program.
  • Demonstrated ability working in a fast-paced environment, and previous experience successfully managing multiple competing priorities.
  • Strong attention to detail required.
More Information on Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC operates in the Fintech industry. The company is located in Minneapolis, MN. Ameriprise Financial Services, LLC was founded in 1894. It has 16649 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 136 open jobs at Ameriprise Financial Services, LLC, click here.
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