EAR Transition Manager

Ameriprise Financial Services, LLC • Minneapolis, MN

7d • $76,000 - $10,500 • Remote

About The Position

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.

Requirements

• 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

Responsibilities

• 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

Benefits

• 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 insurance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees