Internal central resource providing Business Development research and support to the Senior Sales Staff and Leadership team. Duties include CRM record updates and reporting, meeting preparation, RFP review, territory and competitive analysis to help generate leads/sales opportunities within the Institutional team's specific territories. Will work independently, with the Institutional Sales team, and with other internal firm resources acting as a representative of the Institutional team to provide marketing, sales, and resource support. This role may at times ask for travel to represent the firm at conferences and events, as well as face time with prospects/clients where interpersonal skills and industry/firm knowledge are required. Must look to increase firm and most importantly team productivity by streamlining processes and procedures, to help Sales Directors maximize their time in the field.
Key Responsibilities:
- Sales Preparation - Work directly with sales, consultant relations, relationship management, investment teams, marketing, product managers and other subject matter experts to draft content for both internal and external meetings and follow-up. Prepare competitive analysis and briefing documents, review RFPs & Databases, create and finalize agendas and request custom materials. Attend and participate in internal & external meetings as necessary and appropriate.
- Territory Analysis and Lead Qualification - Work closely with the sales team members to develop and execute strong territory management plans, research active leads, opportunities and searches, identify new sales opportunities, design supporting content as needed - i.e. ad-hoc data analysis, data-driven competitive analysis, etc.
- Work directly with Institutional Sales and Consultant Relations team members to analyze data and drive analytics to sales/product conclusions and expeditiously resolve inquiries in order to allow territory managers to maximize their time spent in the field. Coordinate with internal partners to prepare presentation content, competitive analysis and custom materials for prospect meetings. Plan and manage calling programs to maximize pipeline build in collaborative manner across teams.
- Sales Reporting/CRM Reporting - Quarterback all aspects of data driven distribution, from maintaining sales reports and sales reporting templates, cleaning up sales records, drive CRM report development and maintenance, develop and maintain data-driven analytical dashboard, territory and metrics report suite as needed, and respond to distribution reporting requirements as requested by leadership and the team. Contribute to ad hoc foundation projects as the business required.
Required Qualifications:
- Bachelor's degree - in Finance or Finance related field (including Business)
- 1-3 years financial services industry (investment management and/or mutual funds) experience
- Series 7 and state securities agent registration (Series 63 or 66) or the ability to obtain within a defined period of time
- Experience utilizing Microsoft Suite (Excel, PowerPoint, and Word) and CRM Systems (i.e. Salesforce), as well as working with and analyzing data sets to derive conclusions
- Must be extremely detail oriented and demonstrate exceptional project management skills
- Excellent organizational, interpersonal, written, and oral communication skills
Preferred Qualifications:
- 3 years experience within Investment Management industry
- Prior working knowledge of Investment Databases (i.e. eVestment, Morningstar)
- Progress towards CFA or MBA is a plus
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 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of 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.
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.
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AMINV US Asset Management
