Transition Manager overseeing onboarding experience for EAR advisors in a global financial services leader. Responsible for project management and effective transition of advisor's book of business.
Responsibilities
Execute the EAR project play book and ensure successful onboarding of new EAR advisors
Serve as the main point of contact for escalated questions
Provide branch level consultation as identified
Develop and maintain relationships with field leaders and recruits
Requirements
Bachelors degree or equivalent (4-years)
5-7 years of relevant experience
Strong project management skills
Excellent communication skills
Strong knowledge of Ameriprise Brokerage Platform products and systems
Ability to manage multiple priorities and deadlines
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