Digital Marketing Analyst-Financial Advisory Support

Job Description

Ameriprise India LLP is seeking a Digital Marketing Specialist to support a team of financial advisors. The role focuses on designing and executing digital marketing initiatives that enable client acquisition, prospect outreach, and partner relationship management.

Responsibilities

  • Strategize, implement, and track monthly updates across digital marketing tools, including website updates that build online credibility for financial advisors with advanced features such as landing pages, gated content, and client testimonials.
  • Manage social media platforms (Facebook, LinkedIn, and Instagram) with timely and creative posts to generate connections, engagement, and website traffic.
  • Execute targeted drip marketing campaigns aligned with advisor preferences, delivering audience‑specific outreach designed to warm prospects and drive calls and meeting setups.
  • Drive end‑to‑end prospect outreach on behalf of advisors, initiating outreach 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 advisors’ CRM and assist in setting up meetings with prospects as needed.
  • Schedule weekly prospect connections using an online scheduling feature to support incremental client acquisitions.
  • Create, share, and discuss monthly reporting dashboards, capture key digital marketing metrics, and consult on next steps as a subject‑matter expert.
  • Maintain strong advisor relationships through regular (monthly/bi‑weekly) connects, focusing on marketing performance, prospect outreach, upcoming prospect calls, and opportunities for incremental client acquisition.
  • Protect confidential data, adhere to policies and compliances, and perform work in accordance with established processes and DTPs.
  • Ensure effective communication and service delivery in line with defined SLAs and KRAs.

Required Qualifications

  • Minimum 1–2 years of digital marketing experience as an associate or analyst.
  • Willingness to work an evening shift: 8:00pm to 4:30am IST.
  • Excellent verbal and written communication skills.
  • Client‑service orientation with a proven track record of written and oral communication.

Preferred Qualifications

  • Certified in a digital marketing program (e.g., Meta Blueprint, Google Ads).
  • Experience working in a digital marketing agency or managing client‑related digital marketing projects.
  • Experience in customer‑centric communication roles, both written and verbal.
  • Experience interacting with financial advisors or business partners preferred.
  • Basic understanding of financial planning and exposure to financial products such as mutual funds, insurance, and retirement services.
  • Experience enabling startup or new business setup approaches considered positive.

Working Hours & Collaboration

• Evening shift: 8:00pm to 4:30am IST.
• In‑office collaboration required: office presence at least three days per week with flexibility to work from home up to two days.

Equal Opportunity Employer

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, please discuss it with your recruiter.

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