Financial Advisor Support Analyst

Digital Marketing Analyst- Financial Advisory Support

About Our Company

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection.

Be part of an inclusive, collaborative culture that rewards you for your contributions, and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you're talented, driven and want to work for a strong, ethical company that cares, take the next step and create a career at Ameriprise India LLP.

Job Description

The candidate will play an instrumental role in ensuring smooth operations for a dedicated advisor or a team of Financial Advisors by delivering an outstanding digital marketing and prospecting experience that directly supports client acquisition. The digital marketing expert will assist in managing and organizing relevant digital marketing tools permissible as part of the key marketing activities within Ameriprise. Establish a strong online presence for advisors’ practices using their Individual Website/ Team Website, Social Media Marketing, Email Marketing and Prospecting efforts. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements while performing work activities. As a regular practice, the role will ensure a minimum of one qualified prospect meeting per advisor per week, driving consistent pipeline growth and incremental client acquisitions.

Responsibilities:

• Strategize, implement and track monthly updates across digital marketing tools including -
  • Website updates to build online credibility for Financial Advisors using advanced features like Landing Pages with gated content, client testimonials etc.
  • Manage Social Media Platforms (Facebook, LinkedIn & Instagram) with timely and creative posts to build connections, generate engagements and drive traffic to website/ landing page.
  • Execute targeted drip marketing campaigns aligned with advisor preferences, delivering monthly, audience‑specific outreach designed to warm prospects and drive call and meeting setups.
  • Drive end‑to‑end prospect outreach on behalf of Financial Advisors, initiating reach‑outs efforts via LinkedIn, email, mobile messaging, and permissible digital channels to generate qualified leads.
  • Enable mobile‑led prospect engagement using third‑party messaging tools for direct meeting invites, reminders, follow‑ups, announcements, and personalized touchpoints (birthdays/anniversaries).
  • Generate and track high quality prospects organically, using integrated dashboards on CRM.
  • Create relevant tasks on advisor’s CRM and help them set up meetings with prospects, as and when required.
  • Schedule 1 connect with prospect every week using Online Scheduling feature and enable support in incremental client acquisitions for advisors/ practices.
  • Create, share and discuss appealing reporting dashboards monthly, capture important DM metrics, add input and consult on the next steps being the subject matter expert.
  • Maintain strong advisor relationships through regular (monthly/bi‑weekly) connects, focusing on digital marketing performance, prospect outreach, upcoming prospect calls, and opportunities for incremental client acquisition.

• Protect confidential data and adhere to policies and compliances; prioritize and perform work in accordance with established processes/ DTPs.
• Ensure effective communication and service delivery being done as per the defined SLAs/KRAs.

Required Qualifications:

• Minimum 1-2 years of experience in Digital Marketing as an associate/ analyst.
• Willing to operate in evening shift: 4:45 pm to 1:15 am (IST).
• Excellent verbal and written communication skills.
• Proven track record written and oral communication skills with client service orientation is a plus.

Preferred Qualifications:

• Certified in digital marketing program. Google Ads and Meta Blueprint certified will be an added advantage.
• Prior experience of working in a digital marketing agency, managing clients/ projects related to digital marketing.
• Prior experience in customer-based interactions roles, both written and verbal communications.
• Experience of interacting with financial advisors/ business partners will be preferred.
• Basic understanding of financial planning and broad exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added advantage.
• Experience of being part of and enabling start-ups/ new business set-up approach will also be considered a positive.

Full-Time/Part-Time

Full time

Timings

(4:45p-1:15a)

India Business Unit

AWMPO AWMP&S President's Office

Job Family Group

Business Support & Operations

Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, military status, veteran status, marital status, pregnancy, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Experience Level

Mid Level