What are the responsibilities and job description for the Sr. Financial Institution Onboarding Associate position at Ameriprise Financial Services, LLC?
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.
Required Qualifications
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.
Preferred Qualifications
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.
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.
Base Pay Salary
Base Salary Range The estimated base salary for this role is $62,300-$82,000/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. 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.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Business Support & Operations
Line of Business
AFIG Ameriprise Financial Institutions Group
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.
Required Qualifications
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.
Preferred Qualifications
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.
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.
Base Pay Salary
Base Salary Range The estimated base salary for this role is $62,300-$82,000/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. 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.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Business Support & Operations
Line of Business
AFIG Ameriprise Financial Institutions Group
Salary : $62,300 - $82,000