Sr. Financial Institution Onboarding Associate jobs in United States
cer-icon
Apply on Employer Site
company-logo

Ameriprise Financial Services, LLC · 1 day ago

Sr. Financial Institution Onboarding Associate

positionSan Antonio, TX
timeFull-time
remoteHybrid
seniorityMid, Senior Level
money$62K/yr - $82K/yr
date5+ years exp

Ameriprise Financial Services, LLC is a diversified financial services leader with a global presence. They are seeking a Senior Financial Institution Onboarding Associate to lead the onboarding and transition of financial institution programs, ensuring a seamless experience for advisors, clients, and accounts through effective process management and training support.

CommercialConstructionProperty ManagementReal EstateResidential

Responsibilities

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
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
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
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

Qualification

Financial services experienceAdvisor onboardingTransition managementDigital onboarding toolsProject managementRelationship managementExecutive communicationPresentation developmentTime managementFacilitation

Required

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

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

Benefits

Vacation time
Sick time
401(k)
Health, dental and life insurances

Company

Ameriprise Financial Services, LLC

twittertwitter
Glassdoor3.8
company-logo
At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.
dateFounded in 1990
location
Vancouver, Washington, USA
people-size5001-10000 employees
web-link
https://www.kpsinc.net

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Angela Grabovsky, CFP®, CRPC®, MBA, APMA®
Private Wealth Advisor, Chief Executive Officer
linkedin
leader-logo
Anthony C. Barone
Chief Executive Officer,Financial Advisor- The Barone Financial Consulting Group
linkedin

Recent News

MarketScreener
Dow, S&P 500 post record closing highs; Nasdaq eases with tech
2025-10-03
MarketScreener
Experienced, Female-Led Team With More Than $300 Million in Assets Joins Ameriprise Financial for Greater Flexibility, Independence, and Support
2025-10-02
thefly.com
Ameriprise price target raised by $18 at BofA, here's why
2025-10-02
Company data provided by crunchbase