Provide support for the onboarding and execution for financial institution programs joining Ameriprise Financial Institutions Group (AFIG). Partner with leaders to drive consistent process for hiring, onboarding, transition execution planning, and virtual and onsite support during transition. Responsible for working directly with field advisors and sales assistants in the investment program with training, onboarding, ramp up, and practice efficiency.

Key Responsibilities:

Onboarding Quarterback: Lead advisors and staff through the onboarding to Ameriprise, including hiring, licensing and appointment process. Partner, leverage & influence local staff & leaders to assist in the onboard. Ensure defined roles & responsibilities for the preparation, day of & post onboarding are in place.

Transition Management: Partner with transition management support team to deliver a successful transition execution plan. Train field on leveraging digital systems and tools to manage the transition. Provide virtual or onsite practice support for day of and post onboarding processes. Seek to deliver best in class experience. Inspect EAR transition tracker and support ramp up tactics for the team.

Leadership and communication: Effectively communicate with AFIG & corporate partners to identify & share onboarding best practices, process improvements, trends & process, or policy enhancements.

Required Qualifications:

Bachelors degree or equivalent.

5 - 7 years relevant experience required.

Onboarding and transition experience, including understanding of licensing and registration requirements.

Ability to follow detailed implementation plans.

Ability to travel 10-20%.

Excellent written and communication skills.

Detail oriented and excellent time management across multiple tasks.

Ability to work in AAG Field or Corporate office.

Preferred Qualifications:

Ability to manage multiple priorities in a fast-paced environment with little or no supervision and strong organizational/time management skills.

Experience in Ameriprise onboarding systems and tools.

Strong problem-solving skills.

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 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.

Base Pay Salary

The estimated hourly rate for this role is $26.44 - $45.63 / hour. 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.

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

Non-Exempt

Job Family Group

Business Support & Operations

Line of Business  

AFIG Ameriprise Financial Institutions Group