Ameriprise Financial Services, LLC
Financial Institutions Engagement Associate
Ameriprise Financial Services, LLC, San Antonio, Texas, United States, 78208
Financial Institutions Engagement Associate
Join to apply for the
Financial Institutions Engagement Associate
role at
Ameriprise Financial Services, LLC .
Key Responsibilities
Partner with local leaders within dedicated regions and corporate partners to drive consistency in the financial institution on-boarding process and practices. Serve as primary on-boarding point of contact for financial institution partners. Commitment to share best practices related to financial institution on-boarding and day to day operations while driving effective and efficient operations.
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.
Employment type: Full time Exempt status: Non-Exempt
Job Family Group: Business Support & Operations
Line of Business: AFIG Ameriprise Financial Institutions Group
Seniority level: Entry level
Job function: Finance and Sales
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Financial Institutions Engagement Associate
role at
Ameriprise Financial Services, LLC .
Key Responsibilities
Partner with local leaders within dedicated regions and corporate partners to drive consistency in the financial institution on-boarding process and practices. Serve as primary on-boarding point of contact for financial institution partners. Commitment to share best practices related to financial institution on-boarding and day to day operations while driving effective and efficient operations.
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.
Employment type: Full time Exempt status: Non-Exempt
Job Family Group: Business Support & Operations
Line of Business: AFIG Ameriprise Financial Institutions Group
Seniority level: Entry level
Job function: Finance and Sales
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