Client Relationship & Marketing Coordinator

Carmel, IN (On-site)

$30K/yr – $40K/yrEntry LevelFull time

Posted 1 day ago

Job Summary

Own client experience through relationship-building, event planning, and multichannel communications while driving marketing operations and CRM usage.

  • Manage client communications and events end-to-end
  • Track goals, opportunities, and provide leadership with insights
  • Coordinate marketing materials, vendors, and project execution

Job Description

Responsibilities

  • Build relationships with clients and coordinate the thoughtful touches that make their experience with our practice special.
  • Plan and coordinate client appreciation and educational events from beginning to end .
  • Lead client email communications, including newsletters, event invitations and other campaigns . Help execute our annual marketing plan and maintain our website and social media presence.
  • Serve as a key resource for Salesforce CRM, dashboards and other marketing technology, helping the team use these systems effectively .
  • Track annual goals, prospective clients and new-business opportunities and provide meaningful updates to leadership . Review reports and results, recognize trends and help identify appropriate next steps .
  • Coordinate marketing materials, promotional items and outside vendors .
  • Take ideas, figure out how to make them happen and follow them through to completion.
Ameriprise Financial Services, LLC logo

Ameriprise Financial Services, LLC

3.8 Glassdoor

At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors*, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs. Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states. Certain hyperlinks within Ameriprise Financial web sites or social media content may hyperlink to third-party content which we believe to be reliable however, we cannot guarantee its accuracy or completeness. For this reason, we do not endorse any linked third-party content, advertising, advice, opinions, recommendations, or other information; it's merely intended to be provided as a general source of information and is not a solicitation to buy or sell any securities, accounts, or strategies. In addition, any linked third-party content should not be used as the sole basis for any investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please seek the advice of a financial advisor regarding your particular financial situation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.For additional important disclosures on engagement rules, linking to third party content or other risks, please visit: www.ameriprise.com/social *Ameriprise Financial Q1 2024 Earnings Release.

Minneapolis, Minnesota, USA
18K employees (382 in marketing)
71% recommend to a friend
86% CEO approval

Salaries

Posted range

$30K/yr – $40K/yr

Taken straight from the job posting.

CRM median pay in the United States

$105K/yr

Most pay falls between $80K and $137K. Based on 636 salaries.

See all Ameriprise Financial Services, LLC salaries

Marketing Team

Marketing Team Size
310 (2% of company)
Median Career Experience
20 years
Median Tenure
6.9 years
Marketing Roles Posted (Last 30 Days)
3

Funding

Total Funding
$750M
Last Raise
$750M
Post IPO Debt, 3 years ago

Funding History

  • Mar 2023
    Post IPO Debt • $750M

Traffic Signals

Monthly Visitors
2.8M
Monthly Google Ads Budget
$11.7K
Traffic Source Mix
Search
19.3%
Direct
76.2%
Referral
3.9%
Social
0.2%
Paid
0.3%

Headcount Trend

Current headcount: ~17.6K
Ameriprise Financial Services, LLC logo

Client Relationship & Marketing Coordinator

Ameriprise Financial Services, LLC · Carmel, IN · On-site