Financial Institutions Engagement Associate jobs in United States
cer-icon
Apply on Employer Site
company-logo

Ameriprise Financial Services, LLC · 1 day ago

Financial Institutions Engagement Associate

positionSan Antonio, TX
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

Ameriprise Financial Services, LLC is a diversified financial services leader with a significant asset management portfolio. The Financial Institutions Engagement Associate will partner with local leaders and financial institution partners to ensure effective on-boarding processes and provide support throughout the engagement lifecycle.

CommercialConstructionProperty ManagementReal EstateResidential

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

Qualification

FINRA licensesFinancial service knowledgeCommunication skillsRelationship buildingDetail-orientedProblem-solvingOrganizational skills

Required

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

Knowledge of financial service industry helpful, including familiarity with business-specific processes and systems
FINRA licenses such as SIE, Series 7, 66 and insurance

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