Senior Manager – Onboarding & Engagement
Ameriprise Financial Services, LLC
full-time
Posted on:
Location Type: Hybrid
Location: Minneapolis • Minnesota • Nevada • United States
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Salary
💰 $114,500 - $157,400 per year
Job Level
About the role
- Lead on-boarding and implementation for internal Ameriprise Personal Wealth Group acquisitions
- Manage relationships throughout onboarding
- Customize the implementation plan and track key program milestones
- Escalate any non-standard requests to senior management
- Manage the end-to-end onboarding and hiring process
- Partner with the transition management team
- Set clear advisor expectations upfront
- Lead on-site support for all pre- and post-conversion activities
- Provide strategic analysis of onboarding process
- Manage, track and analyze key success metrics and trends
Requirements
- Bachelor's Degree or equivalent
- 5-10 years relevant experience
- Excellent written and verbal communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Strong organizational/time management skills
- Detail oriented.
- Proficient with standard business software applications.
- FINRA Series 7, 63/66, 65/66 (preferred)
Benefits
- vacation time
- sick time
- 401(k)
- health, dental and life insurances
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
onboardingimplementationprogram managementstrategic analysissuccess metrics analysis
Soft Skills
communicationorganizational skillstime managementdetail orientedrelationship management
Certifications
Bachelor's DegreeFINRA Series 7FINRA Series 63FINRA Series 66FINRA Series 65