Lead and take accountability for delivering a consistent, referable onboarding experience for experienced advisors and external practice acquisition recruits joining the firm through effective project management of all aspects of the EAR (Experienced Advisor Recruit) Onboarding Playbook. Ensure efficient transition of the EAR's book of business to Ameriprise through direct partnership with the field and home office representatives, expert consulting, thorough documentation preparation, and execution of the transition plan.
Key Responsibilities
- Execute the EAR project playbook and ensure successful onboarding of new EAR advisors to Ameriprise. Serve as the main point of contact and provide assistance for escalated or complex questions, issues, or situations. and assist advisors, staff, and leaders with navigation through departments, systems, processes, procedures, policies, tools and capabilities. Provide branch and practice level consultation as identified or requested.
- Develop, sustain, and maximize strong working relationships with field leaders, recruits and their staff, corporate partners, and internal EAR Onboarding colleagues throughout the experience.
- Manage all aspects of an EAR advisors progress throughout their transition period. Work with field partners to ensure ramp up results for each EAR onboarded.
- Demonstrate and maintain a strong fundamental knowledge of Ameriprise products, industry standard products, practices, and tools. Maintain strong brokerage, legal, regulatory and compliance knowledge. Act as expert on Thomson ONE/BETA systems, tools, and capabilities.
- Identify and drive process improvements and innovations to drive and enhance EAR advisors onboarding experiences.
- Demonstrate and maintain a strong fundamental knowledge of:
- New business and transfer policies and processes across all Ameriprise products.
- Financial services products and investment types.
- EAR Onboarding processes, tools, and policies.
Required Qualifications
- Bachelor's degree or equivalent (4-years).
- 5-7 years of relevant experience.
- Occasional travel is required.
Preferred Qualifications
- Strong project management skills; establishing accountability with other business partners.
- Excellent communication skills; ability to influence at all leadership levels and stakeholders to impacted processes, procedures, and policies.
- Strong knowledge of all products and systems on the Ameriprise Brokerage Platform.
- Ability to manage multiple priorities and deadlines.
About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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
The estimated base salary for this role is $74,800 - $101,000 / 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
Exempt
Job Family Group
Business Support & Operations
Line of Business
CLEAR Clearing
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What We Do
For over 30 years, Freedom Mortgage has helped millions of Americans achieve their dreams of homeownership and financial betterment. The wellbeing and improvement of our customers' lives and the communities in which they live fuels our ambition. We’re driven by boundless stamina and an unwavering focus on continuous collaboration, relentlessly seeking the right solutions for every customer and loan every day. Today, we service nearly 1.5 million customers with over $300 billion in mortgage loan assets, and we consistently rank as one of the nation's top 10 lenders. We are over 13,500 team members strong, recognized as a Top Workplace in the U.S., and are continuing on our unprecedented growth trajectory. Freedom Mortgage is an Equal Opportunity Employer committed to workforce diversity. Qualified applicants will receive consideration without regard to age, race, color, religion, gender, sexual orientation, disability, or national origin. Local applicants are encouraged to apply. Employment contingent upon successful completion of a background investigation. Smoke-free workplace. Drug-free work environment. Excellent benefits package including medical, dental, vision, and 401(k). All resumes are held in confidence. Only candidates whose profiles closely match requirements will be contacted during this search. Come #SoarWithUs and be a part of the Freedom family! Freedom Mortgage Corporation 951 Yamato Road, Suite 175 Boca Raton, FL 33431 Lender NMLS ID: 2767 www.nmlsconsumeraccess.org
