Technical Coach, Marketing Support

Ameriprise Financial Services, LLC

. Serve as a trusted technology coach and strategic partner to US-based advisors .

Posted 11/11/2026full-timeGurugram • IndiaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leveraging technology and digital tools to enhance advisor productivity and client engagement, while providing tailored coaching and support throughout the advisor and client journey. Exhibits strong analytical skills to assess performance trends and develop actionable strategies in collaboration with leadership.

Highest-signal resume keywords

Ameriprise Technology CapabilitiesAdvisor WorkflowsCoaching StrategiesPerformance AnalysisStakeholder Partnership

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Technology AdoptionDigital Tools IntegrationFinancial Planning ToolsCRM SolutionsAI Capabilities

Soft Skills

LeadershipCommunicationProblem-SolvingInfluencingEmpathy

Industry Keywords

Advisor EngagementClient ExperienceProactive OutreachConsultative CoachingRegulatory Compliance

About the role

Key responsibilities & impact

Serve as a trusted technology coach and strategic partner to US-based advisors
Help advisors leverage Ameriprise technology, digital tools, and platforms to improve productivity and client engagement
Build advisor relationships through proactive outreach, discovery, and consultative coaching
Conduct outbound coaching calls within assigned regions
Coach advisors across the end-to-end advisor and client journey, including eMeeting, AI capabilities, financial planning tools, CRM, and other digital solutions
Help advisors integrate technology into their practices to improve efficiency and client experience
Assess advisor needs and adoption opportunities to develop tailored coaching approaches
Identify root causes and connect solutions across multiple tools and workflows
Stay current on releases, enhancements, AI capabilities, and changing advisor workflows
Partner with internal teams to surface advisor feedback, pain points, adoption barriers, and improvement opportunities
Share coaching approaches, insights, and best practices with peers
Track and monitor outreach, coaching activity, advisor engagement, technology adoption, follow-up actions, and performance indicators
Analyze performance trends and partner with leadership on action plans and additional coaching or intervention

Requirements

What you’ll need

Strong leadership, communication, influencing, and problem-solving capabilities
Ability to coach and support team members, share best practices, and drive consistent execution
Ability to track and analyze team and advisor results
Ability to identify performance and technology adoption opportunities
Ability to translate insights into targeted actions and coaching strategies
Deep understanding of Ameriprise technology capabilities, advisor workflows, and evolving digital solutions
Proactive learning mindset and ability to lead through change
Ownership, accountability, and ability to influence
Highest standards of professionalism, ethics, and regulatory compliance
Strong analytical and creative problem-solving skills
Ability to identify root causes and resolve complex or non-standard advisor needs
Ability to partner effectively with internal teams and stakeholders
Professional, empathetic, and service-oriented approach
Confidence to challenge, influence, and guide advisors
Ability to analyze performance trends and develop action plans with leadership

Benefits

Comp & perks

Inclusive, collaborative culture
Opportunities to make your mark at the office and contribute to the community
Equal opportunity employer
Accessible recruitment process and reasonable accommodation support for individuals with disabilities