Manager-Financial Advice Tools

00015 Ameriprise Financial Services, LLC.; Minneapolis (MN); Hybrid; USD 93,000 - 128,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking a seasoned Project/Program Manager to own end-to-end support for the MoneyGuide vendor tool. You will drive enhancements, manage vendor relationships, and lead initiatives aligning with advisor needs and strategic direction.

The role requires 3–5 years in financial services, strong leadership, and proven PM skills. In-office collaboration is emphasized, with remote work considered for qualified candidates.

Qualifications

• High school or equivalent.
• 3-5 years financial services experience.
• Experience working in Financial Services.
• Strong project and program management skills including expertise in large scale technology development projects.
• Understanding of technical development processes, compliance controls, field organization, and competitive landscape.
• Strong leadership and communication skills, and ability to influence direct reports, project teams, cross organization partners, and vendors.

Responsibilities

• Lead or support large scale, complex projects through development and delivery of enhancements for Financial Advice tools.
• Manage day-to-day vendor tool relationships and tool roadmap.
• Coordinate technology development, vendor management, communications, training, and advisor experience.
• Provide leadership to project teams and cross-organizational contributors to ensure delivery of commitments.

Skills

Project management

Leadership

Communication

Vendor management

Agile

Education

Bachelor's degree

Tools

MoneyGuide Pro

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

Own end to end support for MoneyGuide vendor financial advice tool. Support both overall Financial Advice project initiatives and daily business management of the MoneyGuide tool, including end user support and resolving technology related issues. Primary business owner for day to day vendor tool relationship and driving enhanced tool capabilities to meeting advisor needs and strategic direction. If you are not located close to a physical office, remote work is considered for qualified candidates

Key Responsibilities

• Project and Program Management - Lead or support large scale, complex projects through development and delivery of enhancements, and maintenance to tools that requires in-depth knowledge of Financial Advice tools and advisor processes. Accountable for multiple processes including technology development, vendor management, communications, marketing, training, and advisor experience. Accountable for project objectives, deliverables, communications, issue escalation, decision making, and solution generation to meet project goals.
• Operations Management - Lead daily activities of managing assigned Financial Advice vendor tool including supporting advisors and technology in resolving technical tools issues, address field and internal stakeholder questions on tool capabilities, managing vendor information security reviews, procurement Statement of Works, lead recurring and release driven Legal & Compliance tool reviews, manage and prioritization of enhancement log, testing, implementation release tool validation, maintaining tool reference materials/training and influencing vendor road map capabilities.
• Relationship Management - Establish, develop, and manage key relationships with vendors, the field organization, product companies, marketing, technologies, legal, and compliance. Responsible for determining strategic direction for financial planning tools to align with business goals across the organization. Responsible for gaining the support of internal and external partners and providing clear direction to accomplish strategy set forth.
• People Leadership - Provide leadership to direct reports, including coaching, feedback, and performance management. Provide project team leadership to financial planning resources, assigned Project Management Office Business Analysts, technology, and cross organization contributors to ensure resources are effectively utilized and project commitments are delivered. Responsible for providing direction on systems with highly technical & complex Financial Advice tool content that has a direct impact on advice given to clients.

Required Qualifications

• High school or equivalent.
• 3-5 years financial services experience.
• Experience working in Financial Services.
• Strong project and program management skills including expertise in large scale technology development projects.
• Understanding of technical development processes, compliance controls, field organization, and competitive landscape.
• Strong leadership and communication skills, and ability to influence direct reports, project teams, cross organization partners, and vendors.

Preferred Qualifications

• Bachelors degree or equivalent.
• Strong technical knowledge of financial planning and advice disciplines including asset allocation, investment, retirement, protection, tax, and estate planning.
• Excellent execution discipline and demonstrated strength in implementing strategies.
• Proficient in Product Management, Project Management, Agile project execution, Operation or Systems support.
• MoneyGuide Pro experience

Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. 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, and specific requirements will be discussed during the hiring process.

Base Pay Salary

The estimated base salary for this role is $93,400-$128,400 a year. We have a pay-for performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Full-Time/Part-Time

Full time Exempt/Non-Exempt Exempt Job Family Group Marketing/Product Management Line of Business AFG Ameriprise Franchise Group

Equal Opportunity Statement

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.

Company Culture and Values

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years. Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long-term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation. For you, that means the opportunity to build a meaningful career in a high-performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact. As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers:

Our Businesses

• Ameriprise Financial: Financial planning, advice and wealth management.
• Columbia Threadneedle Investments: Global asset management serving individual, institutional and corporate clients.
• RiverSource Insurance & Annuities: Products and solutions designed to help clients protect and grow their wealth.

Career Links

Ameriprise US | Careers

Ameriprise India | Careers

Columbia Threadneedle Investments US | Careers

Columbia Threadneedle Investments EMEA APAC | Careers

RiverSource | Careers

Application Information

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