Identify and drive innovation and improvement within EAR Onboarding and across the organization and lead and participate in project work to enhance the EAR Onboarding Experience.
Contribute to the overall success of the EAR Onboarding and Acquisition department by serving as a resource/coach/mentor to less-experienced team members and assisting with tasks and duties of other roles within the department to help support high volumes and capacity challenges.
Required Qualifications
Education: Bachelors degree or equivalent (4-years).
Experience: 5-7 years of relevant experience.
*Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.
Broad knowledge of Ameriprise products, policies and systems, EAR Onboarding processes and financial services products and firms.
Excellent communication skills; ability to partner with and influence EAR advisors, field leaders, and support staff.
Comfortable working in a flexible, fast-paced environment.
Ability to manage multiple priorities and deadlines.
Strong professional presence and emotional competence; ability to deal with stressful situations and emotional EARs and field leaders.
Willingness to travel 75% of the time.
Requirements
Financial Services experience preferred.
Visa Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
In-Office Collaboration
Base Pay Salary
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Business Support & Operations
Line of Business
CLEAR Clearing
Benefits
Health insuranceDental insurance401(k)Paid time offFlexible schedulePerformance bonus
Additional Information
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
Deliver a consistent and effective onboarding experience for each Experienced Advisor Recruit (EAR) onsite in the advisor's office through facilitating onboarding processes and systems, implementing efficient workflows, coaching and training EARs and staff, and consulting as the Ameriprise transition expert. Play a lead role on key projects and initiatives and take on the onsite transition consultant role for complex practices and to meet demand.
Ameriprise · Minneapolis, MN