Product Manager Wealth Management

Ameriprise Financial; Charlotte (NC); Hybrid; USD 82,000 - 112,000; Full time

Benefits offered by this job

In-office collaboration

Hybrid work arrangement (4 days in, 1‑

Job summary

Ameriprise Financial is seeking a Product Manager for Wealth Management Solutions to serve as a subject matter expert across the advisory platform. You will lead medium to large initiatives, align across teams, and help drive product strategy while maintaining a strong compliance posture.

Responsibilities include researching and analyzing data from multiple sources, supporting advisor and client experiences, and advancing programs that enhance firm ROA.

Qualifications

• Bachelor's degree or equivalent experience.
• Experience in financial services and compliance.
• Strong written and verbal communication skills.

Responsibilities

• Act as business lead on medium to large projects and provide direction from products perspective.
• Lead compliance reviews and identify changes with internal/external partners.
• Provide research and analysis to support product needs and platform changes.

Skills

Strategic thinking

Analytical skills

Project Management

Data analysis

Regulatory knowledge

Communication

Education

Bachelor's degree

Tools

BETA Host

Thomson One/Refinitiv

Denodo

Job description

About Our CompanyWe’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 DescriptionThe Product Manager role, within the Wealth Management Solutions – Product and Platform Solutions Development team, will primarily serve as a subject matter expert supporting the development of the end-to-end advisor and client experience across the advisory platform. This role will also ensure the maintenance of a healthy compliance environment by completing regular reviews of policies, procedures, and reports.Key ResponsibilitiesAct 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.Required QualificationsBachelor's degree or equivalent experience5+ years financial services experienceExcellent strategic and analytical skills to solve complex problems and identify new product solutionsKnowledge and experience working with Ameriprise product suiteStrong understanding of compliance and regulatory environmentProven organizational skills, including managing multiple tasks simultaneouslyStrong written and verbal communication skillsAttention to detail, accuracy, and high level of personal accountabilityActive Series 7 or the ability to obtain within 120 daysPreferred QualificationsProject Management experienceExperience working with Ameriprise project methodologiesWorking knowledge of Ameriprise systems and tools (including BETA Host, Thomson One/Refinitiv, Denodo)Data analysis experienceVisa SponsorshipApplicants 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 CollaborationWe 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 SalaryThe estimated base salary for this role is $81,700 - $112,300 / 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 insurancesFull-Time/Part-TimeFull timeExempt/Non-ExemptExemptJob Family GroupMarketing/Product ManagementLine of BusinessFPPS Wealth Management SolutionsAmeriprise 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.