Key Responsibilities
Responsible for on-boarding processes for all new financial institution partnerships. Partner with leaders to create and manage an on-boarding plan customized to each situation. Serve as a key point of contact to ensure partners have the right tools to support the on-boarding. Collaborate for on-boarding of bank staff including Licensed Bank Employees or Registered Financial Institution Professionals.
Key point of contact with project management support on organizational training solutions that cover all phases from design/development to implementation/delivery and measurement. Interact with internal partners to identify appropriate resources to assist throughout all phases to ensure successful result. Coordinate training scheduling and registration activities.
Provide virtual and in person support for day of and post on-boarding processes. Seek to deliver best in class experience to new and existing financial institution partners. Partner with Regional Directors to leverage & influence local staff to assist in the on-board process and ensure defined roles & responsibilities for the preparation, day of & post on-boarding are in place.
Partner with Communications team to distribute all financial institution communications. Provide system and reports training, passwords/resets for financial institution portal, work on projects, RFPs, audits and additional responsibilities as assigned.
Develop relationships and act as key point of contact with financial institution partners such as President/Vice President/CEO/CFOs of Financial Institutions.
Required Qualifications
Strong written and verbal communication skills and experience in the areas of design, proofreading and editing.
Effective at building resource networks and maintaining strong relationships with others.
Must be extremely detail-oriented and a problem-solver with strong organizational skills.
Ability to monitor and service remote and/or multiple office locations.
Preferred Qualifications
Knowledge of financial service industry helpful, including familiarity with business-specific processes and systems.
FINRA licenses such as SIE, Series 7, 66 and insurance
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
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.
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What We Do
Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals. We believe that with the right advisor, the right advice, and the right firm, life can be brilliant. Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states. Learn how you can build your career at Ameriprise Financial. *Ameriprise Financial Q2 2020 Statistical Supplement All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested. By clicking on a hyperlink, you may be directed to a non-Ameriprise website. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial. Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.
