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Senior Manager - Onboarding & Engagement - Ameriprise Personal Wealth Group

Ameriprise Financial Services · US

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...

Job description

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 year-end 2024. Our team of 22,000 people across 19 countries, serves 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. Job Description: Lead on-boarding and implementation for internal Ameriprise Personal Wealth Group acquisitions, managing the platform, advisor, and staff experience while handling program‑ specific requests. Partner with the Sr. Director, Business Development to drive the program from late‑stage sales through full ramp‑ up. Key Responsibilities: Manage relationships throughout onboarding by driving collaboration and engagement between the acquis...