Sr. Digital Marketing Analyst
Role Overview
Support a dedicated financial advisor or advisor team by delivering digital marketing and prospecting services that support client acquisition.
Establish advisors' online presence through individual or team websites, social media marketing, email marketing, and prospecting.
Follow professional ethics and legal and regulatory requirements while performing work.
Support a minimum of one qualified prospect meeting per advisor per week to grow the pipeline and client acquisitions.
Key Skills for This Role
Full Job Posting
Role Overview
Support a dedicated financial advisor or advisor team by delivering digital marketing and prospecting services that support client acquisition.
Establish advisors' online presence through individual or team websites, social media marketing, email marketing, and prospecting.
Follow professional ethics and legal and regulatory requirements while performing work.
Support a minimum of one qualified prospect meeting per advisor per week to grow the pipeline and client acquisitions.
Digital Marketing Responsibilities
- Manage monthly website updates, including landing pages with gated content and client testimonials.
- Manage Facebook, LinkedIn, and Instagram posts to build engagement and drive traffic to websites or landing pages.
- Execute targeted, monthly, audience-specific drip marketing campaigns to warm prospects and drive calls and meetings.
- Conduct prospect outreach via LinkedIn, email, mobile messaging, and permitted digital channels to generate qualified leads.
- Use third-party messaging tools for meeting invites, reminders, follow-ups, announcements, and personalized touchpoints.
- Generate and track high-quality organic prospects through integrated CRM dashboards.
- Create CRM tasks and help advisors schedule prospect meetings and weekly prospect connections.
- Create and discuss monthly reporting dashboards and digital marketing metrics, and advise on next steps.
- Maintain regular advisor relationships focused on marketing performance, outreach, prospect calls, and acquisition opportunities.
- Protect confidential data and comply with established processes, DTPs, SLAs, and KRAs.
Required Qualifications
- Minimum 1-2 years of digital marketing experience as an associate or analyst.
- Willingness to work an evening shift from 4:45 pm to 1:15 am IST.
- Excellent verbal and written communication skills.
- Client service-oriented written and oral communication track record is a plus.
Preferred Qualifications
- Digital marketing program certification; Google Ads and Meta Blueprint certifications are advantageous.
- Digital marketing agency experience managing clients or projects.
- Experience in customer-based interaction roles using written and verbal communication.
- Experience interacting with financial advisors or business partners.
- Basic financial planning knowledge and exposure to mutual funds, insurance, or retirement services.
- Experience enabling start-ups or new business setup.
In-Office Collaboration
- Employees work in the office at least three days per week, with flexibility to work from home two days per week.
- Some roles may require additional in-office time or different in-office expectations.
Employment and Schedule
- Full-time role.
- Working hours are 4:45 pm to 1:15 am IST.
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at Ameriprise Financial
Senior Analyst - Liquid Alternatives Due Diligence
Charlotte, USA
Ameriprise is seeking a senior investment research analyst to lead manager research and due diligence across liquid alternative strategies. Candidates need at least five years of relevant investment experience, strong qu
Business Systems Analyst - Technology
Columbus, USA
Ameriprise is seeking a technology-focused Business Systems Analyst to connect business and IT teams, improve technology adoption, and coordinate resolution of critical incidents. Candidates need 3–5 years of incident ma
Senior Compensation Operations Analyst
Charlotte, USA
Ameriprise Financial seeks a Senior Compensation Operations Analyst to administer global compensation programs and support annual cycles, incentive administration, controls, reporting, and process improvements. Applicant
Microsoft Fabric and Power BI Lead
, IND
Ameriprise is seeking a lead engineer to develop and administer Power BI solutions, support Microsoft Fabric adoption, and own enterprise platform operations. Candidates need seven or more years of relevant experience, s
Lead Full stack Developer
, IND
The employer is seeking a hands-on full-stack development lead to build and support scalable enterprise applications for asset management. The role spans design, coding, testing, deployment, production support, and techn
Middleware Manager
, IND
Ameriprise seeks a manager to lead enterprise middleware and container platforms, engineering operations, modernization, and a technology team. Applicants need 8+ years supporting middleware and infrastructure platforms,
Senior Project Management Lead
, IND
Ameriprise is seeking a project management lead to own technology projects or releases from planning through implementation. Candidates need 10+ years of project delivery experience, project planning and budget skills, a
Lead Data Analyst
, IND
Ameriprise seeks a Lead Data Analyst focused on hands-on data science and applied machine learning for reporting and operations. You will build production ML solutions using Python, SQL, AWS SageMaker, Redshift or Snowfl
Senior Analyst - Liquid Alternatives Due Diligence
Charlotte, USA
Business Systems Analyst - Technology
Columbus, USA
Senior Compensation Operations Analyst
Charlotte, USA
Microsoft Fabric and Power BI Lead
, IND
Lead Full stack Developer
, IND
Middleware Manager
, IND
Senior Project Management Lead
, IND
Lead Data Analyst
, IND