Tactical Transition Specialist provides program support and collaboration across the experienced advisor recruit on-boarding organization to ensure a consistent and effective advisor on-boarding experience through communication, training and the documentation of our processes. This position will provide Essential Transition Support for our EAR advisors with an initial focus on pre-onboarding tasks and serve as their point of contact for a brief period after start date. Additionally, this role will actively partner with the Transition Managers to develop, manage, track and report work progress on current on-boardings.
Remote work is considered for qualified candidates.
Support the lower producing EARs through the Essential Transition Support mailbox to provide guidance with pre-onboarding tasks, pre-filling necessary hire paperwork, answer transition questions, and help provide a successful on-boarding experience for up to 30 days post start date.
Support and assist Transition Managers with capacity planning for large/complex EAR transitions and hold all parties accountable to fulfilling their role/tasks. This also includes participating in all transition related scheduled calls to take notes, assist where needed and help prepare weekly transition update communication emails that are sent by the Transition Manager.
Support all transitions with hiring paperwork and carrier appointments
Document and maintain business procedures, project plans, goals and processes to clarify scope. Identify key dependencies, resources, time frames and milestones for key deliverables.
Become an expert on the Onboard Pro process and facilitate training to the advisors/staff as needed
Identify and assist in resolution of bottlenecks and other potential issues; use technical knowledge, influence, resourcefulness and initiative to minimize impacts on transition/business plans.
Provide contingency support within the organization; including consulting on on-boarding tools and assisting Transition Managers in gathering information and preparation for foundation/transition calls with recruits and field leaders. Partner with EAR organization as needed on various projects.
Associate degree or equivalent
3+ years of relevant experience
Broad knowledge of: Ameriprise products, policies and systems; EAR On-boarding processes; financial services products and firms
Ability to effectively partner and influence
Ability to manage multiple priorities, drive process improvements, lead and participate in projects and implement solutions.
Strong oral and written communication skills
Comfortable working in a flexible, fast-paced environment
Ability to work independently and hold self accountable
Knowledge of Microsoft Suite of tools (Excel, Word, etc.)
FINRA Series 7
About Our Company
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
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.