Product Manager — Wealth Advisory Platform

00015 Ameriprise Financial Services, LLC.; Minneapolis (MN); Hybrid; USD 82,000 - 112,000; Full time

Job summary

Ameriprise Financial seeks a Product Manager for Wealth Management Solutions to act as a subject matter expert supporting the end-to-end advisor and client experience across the advisory platform. You will ensure a healthy compliance environment by reviewing policies, procedures and reports, and collaborating with internal and external partners.

The role requires a Bachelor's degree, 5+ years in financial services, strong analytical and communication skills, and familiarity with Ameriprise

Qualifications

• Bachelor's degree or equivalent experience.
• 5+ years financial services experience.
• Excellent strategic and analytical skills to solve complex problems and identify new product solutions.
• Knowledge and experience working with Ameriprise product suite.
• Strong understanding of compliance and regulatory environment.
• Proven organizational skills, including managing multiple tasks simultaneously.
• Strong written and verbal communication skills.
• Attention to detail, accuracy, and high level of personal accountability.
• Active Series 7 or the ability to obtain within 120 days.

Responsibilities

• Act as a business lead/subject matter expert on medium to large projects; responsible for providing direction from products perspective and working across the organization to drive projects forward.
• Ensure the maintenance of a healthy compliance environment by completing regular reviews of policies, procedures, and reports and identifying change; lead resolution of complex and non-routine advisor/client issues with internal/external partners.
• Provide research and analysis (quantitative and qualitative) from multiples sources and make recommendations to support business needs (e.g., product adds, platform changes, etc.).
• Protect and increase the revenue earned across the advisory platform by developing and enhancing new programs and features that support firm ROA.
• Lead investment product efforts that support increases in advisor acquisition, broadens advisor usage and grows clients.
• Tracks industry trends for continual advancement and competitiveness.
• Lead successful transitions of product development to successful product management processes and procedures.

Skills

Strategic thinking

Analytical skills

Communication skills

Attention to detail

Series 7

Education

Bachelor's degree or equivalent experience

Tools

Ameriprise product suite

Denodo

BETA Host

Thomson One/Refinitiv

Job description

Ameriprise Financial seeks a Product Manager for Wealth Management Solutions to act as a subject matter expert supporting the end-to-end advisor and client experience across the advisory platform. You will ensure a healthy compliance environment by reviewing policies, procedures and reports, and collaborating with internal and external partners.

The role requires a Bachelor's degree, 5+ years in financial services, strong analytical and communication skills, and familiarity with Ameriprise