EAR Onsite Manager

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.

Key Responsibilities

• Travel to EAR office locations to support the onboarding, including: establishing relationships with the EAR, their staff, field leaders, and support resources, being the onsite lead for transition tracking, questions, quality checking, error follow up, etc. Implementing a workflow within the office to effectively transition clients and assets. Coaching and training EAR advisors and staff on key Ameriprise systems, processes, policies, (including EAR Onboarding tools and processes).
• 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.

 
Preferred Qualifications

• 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 

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day 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. 

Base Pay Salary

The estimated base salary for this role is $76,300 - $104,900 / 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 insurances.Full timeExemptBusiness Support & OperationsCLEAR Clearing

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.