EAR Onsite Manager

Ameriprise Financial Services, LLC

Onsite Manager at Ameriprise delivering onboarding for Experienced Advisor Recruits. Facilitating processes, coaching staff, and leading improvements in advisor onboarding experience.

Posted 5/1/2026full-timeMinneapolis • Minnesota, Nevada, North Carolina • 🇺🇸 United StatesMid-LevelSenior💰 $76,300 - $104,900 per yearWebsite

About the role

Key responsibilities & impact

Deliver a consistent and effective onboarding experience for each Experienced Advisor Recruit (EAR)
Travel to EAR office locations to support onboarding
Establish relationships with the EAR, their staff, field leaders, and support resources
Be the onsite lead for transition tracking, questions, quality checking, error follow up
Implement a workflow within the office to effectively transition clients and assets
Coach and train EAR advisors and staff on key Ameriprise systems, processes, policies
Identify and drive innovation and improvement within EAR Onboarding
Lead and participate in project work to enhance the EAR Onboarding Experience
Contribute to the overall success of the EAR Onboarding and Acquisition department

Requirements

What you’ll need

Bachelors degree or equivalent (4-years)
5-7 years of relevant experience
Broad knowledge of Ameriprise products, policies and systems
EAR Onboarding processes and financial services products and firms
Excellent communication skills
Ability to partner with and influence EAR advisors, field leaders, and support staff
Comfortable working in a flexible, fast-paced environment
Ability to manage multiple priorities and deadlines
Willingness to travel 75% of the time
Financial Services experience preferred
Must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States

Benefits

Comp & perks

vacation time
sick time
401(k)
health insurance
dental insurance
life insurance

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

onboarding processestransition trackingworkflow implementationcoachingtrainingproject managementfinancial services productsAmeriprise systemsquality checkingerror follow up

Soft Skills

communication skillsrelationship buildinginfluencingflexibilitytime managementprioritizationteam collaborationinnovationproblem solvingadaptability

Certifications

Bachelor's degree