Full-Time

Sales Support Lead

Confirmed live in the last 24 hours

Ameriprise Financial

Ameriprise Financial

10,001+ employees

Provides financial planning and advisory services

Fintech
Financial Services

Mid, Senior

London, UK

Flexible working requirements can be discussed with the recruiter.

Category
Customer Success Management
Sales & Account Management
Required Skills
Salesforce
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 assess their retirement readiness and providing strategies to manage investment risks. Clients can engage in conversations about their financial goals, such as whether to pay off a mortgage early, with the guidance of an advisor who can help them make informed decisions. What sets Ameriprise apart from competitors is their focus on personalized financial planning and the emphasis on building a confident retirement strategy tailored to individual needs. The company's goal is to empower clients to achieve their financial dreams and live the life they have earned.

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 allows Ameriprise to expand its sustainable product offerings.

What critics are saying

  • Departure of key advisors and data breaches pose significant risks to Ameriprise.
  • Legal disputes with LPL Financial could damage Ameriprise's reputation and client trust.
  • Recruitment of former Ameriprise leaders by competitors may lead to talent loss.

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 provides ESG investment products, catering to the growing interest in sustainable investing.

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