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.
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.
- Broad knowledge of Ameriprise products, policies and systems, EAR Onboarding processes and financial services products and firms.
- 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.
Preferred Qualifications
- Financial Services experience preferred.
Visa Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
In-OfficeCollaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing,productivityand personal connection, wedeliver forour stakeholders 6 clients, advisors,employeesand shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may requireadditionalin-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Base Pay Salary
The estimated base salary for this role is $ 76,300-$104,900year. 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.
Full time
Exempt
Business Support & Operations
CLEAR Clearing
