Sr. Financial Institution Onboarding Associate

Ameriprise • San Antonio, TX

7d

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.

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