Sr. Digital Marketing Analyst
Role Overview
The candidate will ensure smooth operations for a dedicated advisor or 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 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.
The role will ensure a minimum of one qualified prospect meeting per advisor per week, driving consistent pipeline growth and incremental client acquisitions.
Key Skills for This Role
Full Job Posting
About Ameriprise India
Ameriprise India LLP has provided client-based financial solutions for 20 years and is part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis.
The firm has more than $1.5 trillion in assets under management, administration, and advisement as of year-end 2024, with focus areas including Asset Management and Advice, Retirement Planning, and Insurance Protection.
Role Overview
The candidate will ensure smooth operations for a dedicated advisor or 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 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.
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 and client testimonials.
- Manage Social Media Platforms (Facebook, LinkedIn, and Instagram) with timely and creative posts to build connections, generate engagements, and drive traffic to website or 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 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 as per the defined SLAs/KRAs.
Required Qualifications
- Minimum 1-2 years of experience in Digital Marketing as an associate or analyst.
- Willing to operate in evening shift: 4:45 pm to 1:15 am (IST).
- Excellent verbal and written communication skills.
- Proven track record of 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 or projects related to digital marketing.
- Prior experience in customer-based interactions roles, both written and verbal communications.
- Experience of interacting with financial advisors or 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 or new business set-up approach will also be considered a positive.
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, and specific requirements will be discussed during the hiring process.
Employment Details
- Full-Time/Part-Time: Full time.
- Timings: 4:45 pm to 1:15 am.
- India Business Unit: AWMPO AWMP&S President's Office.
- Job Family Group: Business Support & Operations.
Equal Opportunity
Ameriprise India LLP is an equal opportunity employer and considers 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 othe
Committed to fostering an inclusive and accessible recruitment process for individuals with disabilities.
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