Job Information
Ameriprise Financial Experienced Advisor Recruit Onsite Manager in Minneapolis, Minnesota
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.
Provide critical guidance and support in transitioning the assets by providing EAR with understanding Ameriprise culture, Business policies and procedures.
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.
In-depth knowledge of the asset transfer process, rules and policies of ownerships and requirements based on the ownership criteria.
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.
Willingness to travel on Sundays.
Preferred Qualifications
Financial Services experience preferred.
Broad knowledge of Ameriprise products, policies and systems, EAR Onboarding processes and financial services products and firms.
About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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.
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/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Business Support & Operations
Line of Business
CLEAR Clearing