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Ameriprise Financial Services, LLC · 9 hours ago

EAR Transition Manager

Minneapolis, Minnesota

Full-time

Hybrid

Senior Level

5+ years exp

Ameriprise Financial Services, LLC is seeking an EAR Transition Manager to lead the onboarding experience for recruits in their Experienced Advisor Recruiting and External Practice Acquisitions programs. The role involves project management, relationship building, and ensuring a smooth transition for new advisors into the Ameriprise system.

CommercialConstructionProperty ManagementReal EstateResidential

H1B Sponsor Likely

Responsibilities

Execute the EAR project play book 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

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

Identify and drive process improvements and innovations to drive and enhance EAR advisors onboarding experiences

Qualification

Ameriprise Brokerage PlatformProject managementFinancial services knowledgeCommunication skillsProcess improvement

Required

Education: Bachelors degree or equivalent (4-years)

Experience: 5-7 years of relevant experience

*Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience

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

Occasional travel is required

Benefits

Vacation time

Sick time

401(k)

Health, dental and life insurance

Company

Ameriprise Financial Services, LLC

Glassdoor3.8

At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.

Founded in 1990

Vancouver, Washington, USA

5001-10000 employees

https://www.kpsinc.net

H1B Sponsorship

Ameriprise Financial Services, LLC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (105)

2024 (74)

2023 (62)

2022 (105)

2021 (82)

2020 (73)