Technical Coach Marketing 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 role is responsible for serving as a core member of the National Desk – Center of Excellence team, acting as a trusted technology coach and partner to US-based advisors while providing day-to-day leadership and guidance within the team. The position plays a key role in driving advisor productivity, technology adoption, and client engagement through proactive outreach, consultative coaching, and timely resolution of complex technology and workflow needs.
The incumbent is expected to demonstrate strong leadership, communication, influencing, and problem-solving capabilities, while supporting and coaching team members, sharing best practices, and helping drive consistent execution. The role also supports tracking and analyzing team and advisor results, identifying performance and adoption opportunities, and translating insights into targeted actions and coaching strategies.
A deep understanding of Ameriprise technology capabilities, advisor workflows, and evolving digital solutions is essential, along with a proactive learning mindset and the ability to lead through change. The individual should demonstrate ownership, accountability, and the ability to influence, while consistently upholding the highest standards of professionalism, ethics, and regulatory compliance.

- Serve as a trusted technology coach and strategic partner to US-based advisors, helping them effectively leverage Ameriprise technology, digital tools, and platforms to improve advisor productivity and client engagement.
- Build strong advisor relationships through proactive outreach, discovery, and consultative coaching, identifying opportunities to improve technology adoption and strengthen advisor workflows.
- Conduct proactive and outbound coaching calls within assigned regions, using advisor needs, opportunities, and available insights to drive meaningful conversations and measurable outcomes.
- Coach advisors across the end-to-end advisor and client journey, including eMeeting, AI capabilities, financial planning tools, CRM, and other digital solutions.
- Move beyond answering "how-to" questions by helping advisors understand how and when to integrate technology into their practice to achieve greater efficiency and improve client experience.
- Assess advisor needs and adoption opportunities to develop tailored coaching approaches, rather than relying solely on standardized guidance or job aids.
- Apply strong analytical and creative problem-solving skills to identify root causes, connect solutions across multiple tools and workflows, and resolve complex or non-standard advisor needs.
- Stay ahead of new releases, enhancements, AI capabilities, and changing advisor workflows, and proactively identify opportunities to incorporate them into advisor coaching conversations.
- Partner effectively with internal teams and stakeholders to surface advisor feedback, recurring pain points, adoption barriers, and opportunities for process or technology improvements.
- Share successful coaching approaches, insights, and best practices with peers to strengthen team capability and contribute to broader adoption goals.
- Maintain a professional, empathetic, and service-oriented approach while demonstrating the confidence to challenge, influence, and guide advisors toward more effective ways of working.
- Track and monitor key team and advisor-facing results, including outreach, coaching activity, advisor engagement, technology adoption, follow-up actions, and other defined performance indicators.
- Analyze performance trends to identify gaps, opportunities, and areas requiring additional coaching or intervention, and partner with leadership to develop appropriate action plans.

Full-Time/Part-Time
Full time

Timings
(8:00p-4:30a)

India Business Unit
AWMPO AWMP&S President's Office

Job Family Group
Sales

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.