Full-Time

Sales Support Lead

Institutional and Insurance

Confirmed live in the last 24 hours

Ameriprise Financial

Ameriprise Financial

10,001+ employees

Provides financial planning and advisory services

Fintech
Financial Services

Senior

London, UK

Flexible working requirements can be discussed with the recruiter.

Category
Customer Success Management
Inside Sales
Sales & Account Management
Required Skills
Salesforce
Marketing
Data Analysis
Requirements
  • Knowledge of Asset Management products (equities, fixed income, alternative investments, etc)
  • Prior industry experience
  • Proficiency with CRM platforms e.g. Salesforce, Seismic
  • Strong organisation skills, ability to handle multiple tasks, project management and coordination experience
  • Bachelors degree in Finance, Economics, Business or related field
  • Team leadership experience
Responsibilities
  • Coordinate and prioritise the work across the team of three (lead plus two) including meeting prep, event prep, data analysis, follow ups, management reporting, etc.
  • Collaborate with the Sales Enablement team to ensure data and insights are used optimally across the Sales team.
  • Support the sales directors with meeting and event preparation, data queries and follow ups.
  • Track sales pipelines, ensuring timely follow up and accurate reporting on the status of opportunities.
  • Assist with data mining to guide the team’s strategic and tactical execution plans, working in partnership with the Sales Enablement team.
  • Co-ordinate and collaborate with colleagues on the investment floor, client management, RFP, marketing, performance measurement and client reporting in order to provide deliverables in a timely manner.
  • Help produce management information as required for the heads of the team: maintain execution plans, monitor/update CRM system activities querying exceptions, and maintaining up-to-date lists for marketing and prospecting purposes, periodic and ad hoc management reporting, monitoring and reporting of sales team follow ups, proactively identify needs and propose recommendations.
  • Grow and develop a high-quality support team supervising the efforts of the two other team members fostering close relationships with key business areas.
  • Immediately escalate any risks to meeting required deadlines to the appropriate team member.

Ameriprise Financial offers financial planning services and advice through a network of financial advisors. Their services include helping clients prepare for retirement, manage investments, and make informed financial decisions. Clients work with advisors to create personalized financial plans that address their specific goals and concerns, such as risk management and mortgage strategies. What sets Ameriprise apart from competitors is their focus on building long-term relationships with clients and providing tailored advice that considers both current and future financial needs. The company's goal is to empower individuals to achieve their financial dreams and live confidently in retirement.

Company Stage

IPO

Total Funding

$287.3M

Headquarters

Minneapolis, Minnesota

Founded

1894

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for personalized advice can drive more clients to Ameriprise.
  • Digital financial planning tools enhance client engagement and streamline advisor interactions.
  • Growing interest in ESG investing provides opportunities for Ameriprise to expand offerings.

What critics are saying

  • Departure of key advisors leads to client data breaches and potential trust issues.
  • Legal disputes with competitors over advisor independence and client privacy persist.

What makes Ameriprise Financial unique

  • Ameriprise offers personalized financial advice amid economic uncertainty and market volatility.
  • The firm leverages digital tools to enhance client engagement and streamline interactions.
  • Ameriprise expands ESG investment products to meet growing interest in sustainable investing.

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