Product Manager Wealth Management

ameriprise; United States; Hybrid; USD 82,000 - 112,000; Full time

Benefits offered by this job

Vacation time

401(k)

Health insurance

Job summary

Ameriprise Financial is seeking a Product Manager for Wealth Management Solutions to serve as a subject matter expert and drive end-to-end advisor/client experiences across the advisory platform. The role also ensures a healthy compliance environment through regular reviews of policies and reports.

Responsibilities include directing medium to large projects, analyzing data to support business needs, and developing programs to enhance revenue and advisor usage.

Qualifications

• Bachelor's degree or equivalent experience.
• 5+ years financial services experience.
• Strong written and verbal communication skills.
• Active Series 7 or the ability to obtain within 120 days.
• Knowledge and experience working with Ameriprise product suite.

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

Regulatory/compliance knowledge

Communication skills

Organizational skills

Attention to detail

Project management

Education

Bachelor's degree or equivalent experience

Tools

BETA Host

Thomson One/Refinitiv

Denodo

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

The 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 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.

Required 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

Preferred Qualifications

• Project Management experience
• Experience working with Ameriprise project methodologies
• Working knowledge of Ameriprise systems and tools (including BETA Host, Thomson One/Refinitiv, Denodo)
• Data analysis 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 $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 insurances

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Marketing/Product Management

Line of Business

FPPS Wealth Management Solutions

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