Lead and take accountability for delivering a consistent onboarding experience for recruits in Ameriprise’s Experienced Advisor Recruiting (EAR) and External Practice Acquisitions (EPA) programs, through effective project management of all aspects of the EAR Onboarding Playbook. Ensure efficient transition of the EAR’s book of business to Ameriprise by researching the book, planning for appropriate situations, and providing expert consulting on the transition to field leaders, operations staff, and the EAR.
If you are not located close to a physical office, remote work is considered for qualified candidates.
Key Responsibilities- Execute the EAR project play book and ensure successful onboarding of new EAR advisors to Ameriprise. Serve as the main point of contact and provide assistance for escalated or complex questions, issues, or situations. and assist advisors, staff, and leaders with navigation through departments, systems, processes, procedures, policies, tools and capabilities. Provide branch and practice level consultation as identified or requested.
- Develop, sustain, and maximize strong working relationships with field leaders, recruits and their staff, corporate partners, and internal EAR Onboarding colleagues throughout the experience.
- Manage all aspects of an EAR advisors progress throughout their transition period. Work with field partners to ensure ramp up results for each EAR onboarded.
- Demonstrate and maintain a strong fundamental knowledge of Ameriprise products, industry standard products, practices, and tools. Maintain strong brokerage, legal, regulatory and compliance knowledge. Act as expert on Thomson ONE/BETA systems, tools, and capabilities.
- Demonstrate and maintain a strong fundamental knowledge of:
- New business and transfer policies and processes across all Ameriprise products
- Financial services products and investment types
- EAR Onboarding processes, tools, and policies
- Identify and drive process improvements and innovations to drive and enhance EAR advisors onboarding experiences
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.
- Strong project management skills; establishing accountability with other business partners.
- Excellent communication skills; ability to influence at all leadership levels and stakeholders to impacted processes, procedures, and policies.
- Strong knowledge of all products and systems on the Ameriprise Brokerage Platform.
- Ability to manage multiple priorities and deadlines.
- Occasional travel is required
Preferred QualificationsAbout Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of 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.
The estimated base salary for this role is $76,000 - $105,00 / 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.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full time
Exempt
Business Support & Operations
CLEAR Clearing