About this role

Deliver a consistent and effective onboarding experience for each Experienced Advisor Recruit (EAR) onsite in the advisor's office
Play a lead role on key projects and initiatives
Take on the onsite transition consultant role for complex practices
Travel to EAR office locations to support onboarding
Establish relationships with the EAR and their staff
Implement a workflow within the office to effectively transition clients and assets
Coach and train EAR advisors and staff on key Ameriprise systems
Identify and drive innovation and improvement within EAR Onboarding

Bachelors degree or equivalent (4-years)
5-7 years of relevant 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
Willingness to travel 75% of the time

EAR Onsite Manager

Key skills