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.
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
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
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.