EAR Onsite Manager

Job not on LinkedIn

🔥 13 hours ago

❄️ Minnesota – Remote

❄️ Minnesota – Remote

💵 $76.3k - $104.9k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Ameriprise Financial Services, LLC

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1894

💸 Finance

💳 Fintech

Finance • Fintech

Ameriprise Financial Services, LLC is a leading provider of personalized financial planning and advice. The company emphasizes one-to-one financial advice to help clients reach their unique financial goals and offers complimentary consultations with its financial advisors. Ameriprise is well-regarded in the investment industry, providing award-winning service focused on client satisfaction. With the support of their Investment Research Group, Ameriprise advisors provide clients with objective research, actionable investment strategies, and ongoing market and economic analysis. The company also prioritizes online security and privacy for clients accessing their accounts and financial documents online.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• Health, dental and life insurances • Vacation time • Sick time • 401(k) • Pay-for-performance compensation philosophy