Senior Onboarding Associate – Financial Institutions
Ameriprise Financial Services, LLC
full-time
Posted on:
Location Type: Office
Location: San Antonio • Minnesota • North Carolina • United States
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Salary
💰 $62,300 - $82,000 per year
Job Level
About the role
- Lead the onboarding and transition of financial institution programs
- Act as the Onboarding Quarterback, guiding advisors and staff through hiring, licensing, and appointment processes
- Provide hands-on support for developing implementation and training strategies
- Collaborate with the Transition Management Support Team to execute a comprehensive transition plan
- Communicate effectively with partners to share best practices and recommend policy enhancements
Requirements
- Bachelor’s degree or equivalent experience
- 5+ years in financial services, advisor onboarding, or transition management
- Ability to prioritize and execute multiple tasks under tight deadlines
- Build trust and collaborate effectively with advisors, leaders, and cross-functional teams
Benefits
- Health insurance
- 401(k)
- Vacation time
- Sick time
- Dental insurance
- Life insurance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
communicationcollaborationtrust buildingprioritizationexecution under deadlines
Certifications
Bachelor’s degree