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RBFCU Wealth Management

Senior Director - Salesforce CRM

Posted Yesterday
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In-Office
Boston, MA, USA
175K-295K Annually
Senior level
In-Office
Boston, MA, USA
175K-295K Annually
Senior level
Lead strategic initiatives related to tax management, sales and marketing excellence, and AI solutions to enhance client management and drive business growth.
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About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

Lead AMPI POD Build and Sales and Marketing Operational Excellence (Foundations for Current and Future Delivery Capability)
- Leading TESE/TEP Tax Management Solutions Initiative to Drive Key Growth Over Next 3-5 years (totalling $8billion)
- Leading GoToMarket Global Client Management Transformation Initiative for RFP, Client Servicing and Presentations Outcomes
- Leading Technical Artificial Intelligence Drive and PoC for Distribution to accelerate Sales Velocity and Business Growth
The B42 leadership and strategic influence and executive engagement across this business critical initiatives. The above assessment is backed up and supported by technology leadership and business sponsors feedback across NA, EMEA and APAC.

Base Pay Salary

The estimated base salary for this role is $175000 - $295000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurance.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Technology

Line of Business  

TECH Technology

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, 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.

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