About this role
Key Responsibilities
Responsible for on-boarding processes for all new financial institution partnerships. Partner with leaders to create and manage an on-boarding plan customized to each situation. Serve as a key point of contact to ensure partners have the right tools to support the on-boarding. Collaborate for on-boarding of bank staff including Licensed Bank Employees or Registered Financial Institution Professionals.
Key point of contact with project management support on organizational training solutions that cover all phases from design/development to implementation/delivery and measurement. Interact with internal partners to identify appropriate resources to assist throughout all phases to ensure successful result. Coordinate training scheduling and registration activities.
Provide virtual and in person support for day of and post on-boarding processes. Seek to deliver best in class experience to new and existing financial institution partners. Partner with Regional Directors to leverage & influence local staff to assist in the on-board process and ensure defined roles & responsibilities for the preparation, day of & post on-boarding are in place.
Partner with Communications team to distribute all financial institution communications. Provide system and reports training, passwords/resets for financial institution portal, work on projects, RFPs, audits and additional responsibilities as assigned.
Develop relationships and act as key point of contact with financial institution partners such as President/Vice President/CEO/CFOs of Financial Institutions.
Required Qualifications
Strong written and verbal communication skills and experience in the areas of design, proofreading and editing.
Effective at building resource networks and maintaining strong relationships with others.
Must be extremely detail-oriented and a problem-solver with strong organizational skills.
Ability to monitor and service remote and/or multiple office locations.
Preferred Qualifications
Knowledge of financial service industry helpful, including familiarity with business-specific processes and systems.
FINRA licenses such as SIE, Series 7, 66 and insurance
About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Exempt/Non-Exempt
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Other facts
About Ameriprise Financial Services, LLC
At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors*, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.
Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.
Certain hyperlinks within Ameriprise Financial web sites or social media content may hyperlink to third-party content which we believe to be reliable however, we cannot guarantee its accuracy or completeness. For this reason, we do not endorse any linked third-party content, advertising, advice, opinions, recommendations, or other information; it's merely intended to be provided as a general source of information and is not a solicitation to buy or sell any securities, accounts, or strategies. In addition, any linked third-party content should not be used as the sole basis for any investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please seek the advice of a financial advisor regarding your particular financial situation.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
For additional important disclosures on engagement rules, linking to third party content or other risks, please visit: www.ameriprise.com/social
*Ameriprise Financial Q1 2024 Earnings Release.
What you'll do
- The associate will be responsible for the on-boarding processes for new financial institution partnerships and serve as the primary point of contact for partners. They will collaborate with leaders to create customized on-boarding plans and ensure partners have the necessary tools for success.
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