Manager, Onboarding & Program Execution

Ameriprise Financial Services, LLC • San Antonio, PR

2d • Onsite

About The Position

A pivotal role within the Ameriprise Financial Institutions Group (AFIG), the Manager, Onboarding & Program Execution leads the end to end implementation and conversion of a financial institution’s investment program, coordinating multiple workstreams to deliver a seamless transition. This role oversees project governance, integrated planning, platform readiness, and stakeholder engagement across business, technology, operations, and compliance teams. Additionally, the Project Manager is accountable for defining, monitoring, and reporting ramp up KPIs, ensuring performance visibility, identifying improvement opportunities, and driving successful adoption and value realization throughout and after conversion.

Requirements

• Bachelor’s degree in Business, Finance, Information Systems, or related field (or equivalent experience).
• Project management experience delivering complex, cross functional programs with proven success leading multi‑workstream implementations
• Demonstrated ability to communicate with and influence senior/executive stakeholders; excellent written and verbal communication skills.

Nice To Haves

• 5–8+ years of project management experience delivering complex, cross‑functional programs; at least 3+ years in financial services (wealth/asset management, broker‑dealer, or RIA).
• Experience implementing or converting investment programs and financial advisors
• Background working with financial institutions (banks/credit unions) on investment program transitions.
• PMP and/or Agile/Scrum certification (PMP, PMI‑ACP, CSM, SAFe).
• Familiarity with FINRA/SEC environments, supervisory systems, books & records, suitability/Reg BI, KYC/AML considerations.
• Exposure to workflow/CRM (Salesforce/CRM platforms), document/ACAT/transfer processes, and advisor licensing/registration workflows.
• Proficiency with project/portfolio tools (e.g., MS Project, Smartsheet, Jira/Confluence, PowerPoint) and reporting/analytics (Excel/Power BI).

Responsibilities

• Program/Project Leadership
• Own end‑to‑end delivery across multiple parallel workstreams (e.g., field engagement, technology, operations, compliance, reporting).
• Build and manage a detailed integrated project plan, critical path, dependency map, and milestones; drive daily execution and remove blockers.
• Establish governance (steering committee, workstream leads, cadence, RACI) and maintain decision logs, RAID (Risks, Assumptions, Issues, Dependencies), and change control.
• Stakeholder & Communication Management
• Serve as the primary point of contact between the financial institution, internal business leaders, vendors, and field partners.
• Run executive-ready status reporting (health, milestones, risks, financials), facilitate leadership read‑outs, and ensure alignment on scope and outcomes.
• Coordinate with Ameriprise Financial Institutions Group (AFIG) Field Vice President, AFIG Transition team leaders, Compliance/Supervision, Technology, Training, and Marketing to keep deliverables on track.
• Analytics, Ramp‑Up & Value Realization
• Define and track success metrics/KPIs (e.g., conversion completion, NIGO rates, time‑to-first‑trade, AUM/flows, advisor adoption, service SLAs).
• Partner with analysts to monitor ramp‑up progress, identify trends/issues, and recommend corrective actions to accelerate outcomes.
• Present data‑driven insights and recommendations to business leaders and the institution’s leadership.
• Risk, Compliance & Quality
• Proactively manage regulatory, privacy, and operational risks (especially for broker‑dealer and advisory activities); ensure control adherence and audit readiness.
• Maintain documentation (plans, procedures, approvals, retrospectives) meeting internal standards and client expectations.
• Ensure quality gates are met at each phase and drive continuous improvement post‑go‑live.

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 insurances.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager