EAR Onsite Manager

Job Description

Deliver a consistent and effective onboarding experience for each Experienced Advisor Recruit (EAR) onsite in the advisor's office through facilitation of onboarding processes and systems, implementation of efficient workflows, coaching and training EARs and staff, and consultation as the Ameriprise transition expert. Play a lead role on key projects and initiatives and serve as the onsite transition consultant for complex practices to meet demand.

• Travel to EAR office locations to support onboarding, including establishing relationships with the EAR, their staff, field leaders, and support resources; serve as the onsite lead for transition tracking, questions, quality checking, and 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, and onboarding tools and processes.
• Identify and drive innovation and improvement within EAR onboarding and across the organization; lead and participate in project work to enhance the EAR onboarding experience.
• Contribute to the overall success of the EAR onboarding and acquisition department by serving as a resource, coach, and mentor to less‑experienced team members and assisting with tasks and duties of other roles within the department to help support high volumes and capacity challenges.

• Bachelor’s degree or equivalent (4 years).
• 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.
• Broad knowledge of Ameriprise products, policies, and systems; EAR onboarding processes; and financial services products and firms.
• Excellent communication skills and 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.
• Strong professional presence and emotional competence; ability to deal with stressful situations and emotional EARs and field leaders.
• Willingness to travel 75% of the time.

• Financial services experience preferred.

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States.

Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in‑office time or different in‑office expectations; specific requirements will be discussed during the hiring process.

The estimated base salary for this role is $ 76,300-$104,900year. Compensation may vary based on job‑related knowledge, skills, experience, and geographical work location. Most roles are eligible for variable pay in the form of bonus, commissions, and/or long‑term incentives. A comprehensive benefits program supports health and well‑being, including vacation time, sick time, 401(k), and health, dental and life insurance.

Full time

Exempt

Business Support & Operations

CLEAR Clearing

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status, or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.