Senior Onboarding Associate - Financial Institutions

Ameriprise Financial Services, LLC • Minneapolis, MN

10d

About The Position

Lead the onboarding and transition of financial institution programs joining Ameriprise Financial Institutions Group. This role ensures a seamless experience for advisors, clients, and accounts by driving consistent processes for hiring, licensing, onboarding, and transition execution—both virtually and onsite. Key Responsibilities Onboarding Leadership Act as the Onboarding Quarterback, guiding advisors and staff through hiring, licensing, and appointment processes. Define roles and responsibilities for pre-onboarding, day-of, and post-onboarding activities. Partner with leaders and staff to ensure smooth execution and resource alignment. Implementation & Training Support Provide hands-on support for developing an end-to-end implementation and training strategy to ensure proper training on Ameriprise systems, tools, and processes. Deliver training and onboarding for advisors and sales assistants to accelerate ramp-up and practice efficiency. Provide virtual and onsite support during transition to ensure operational readiness and client confidence. Transition Management Collaborate with the Transition Management Support Team to execute a comprehensive transition plan. Train advisors on digital tools and systems for managing transitions. Monitor progress using the transition tracker and implement ramp-up tactics. Leadership & Communication Communicate effectively with AFIG and corporate partners to share best practices, identify process improvements, and recommend policy enhancements. Deliver a best-in-class experience for advisors and clients throughout the transition. About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Requirements

• Education: Bachelor’s degree or equivalent experience.
• Experience: 5+ years in financial services, advisor onboarding, or transition management.
• Time Management: Ability to prioritize and execute multiple tasks under tight deadlines.
• Relationship Management: Build trust and collaborate effectively with advisors, leaders, and cross-functional teams.

Nice To Haves

• Executive Communication: Ability to present to executive leadership and influence decision-making.
• Presentation Development: Skilled in creating professional presentations and delivering impactful content.
• Facilitation: Lead calls, meetings, and training sessions with confidence.
• Technical Proficiency: Familiarity with digital onboarding tools, CRM systems, and transition platforms.
• Project Management: Strong organizational skills to manage timelines, resources, and deliverables.

Responsibilities

• Act as the Onboarding Quarterback, guiding advisors and staff through hiring, licensing, and appointment processes.
• Define roles and responsibilities for pre-onboarding, day-of, and post-onboarding activities.
• Partner with leaders and staff to ensure smooth execution and resource alignment.
• Provide hands-on support for developing an end-to-end implementation and training strategy to ensure proper training on Ameriprise systems, tools, and processes.
• Deliver training and onboarding for advisors and sales assistants to accelerate ramp-up and practice efficiency.
• Provide virtual and onsite support during transition to ensure operational readiness and client confidence.
• Collaborate with the Transition Management Support Team to execute a comprehensive transition plan.
• Train advisors on digital tools and systems for managing transitions.
• Monitor progress using the transition tracker and implement ramp-up tactics.
• Communicate effectively with AFIG and corporate partners to share best practices, identify process improvements, and recommend policy enhancements.
• Deliver a best-in-class experience for advisors and clients throughout the transition.

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: Mid Level
• Number of Employees: 5,001-10,000 employees