Senior Product Manager, Wealth Management

Ameriprise Financia

Minneapolis (MN)

Hybrid

USD 93,000 - 128,000

Full time

3 days ago
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Job summary

Ameriprise Financial is seeking a Senior Product Manager, Wealth Management, to lead advisory platform initiatives and partner with business and technology teams to shape strategy and drive growth.

The role emphasizes governance, regulatory readiness, and delivering solutions that improve advisor and client experiences, with strong emphasis on collaboration across cross-functional teams in a hybrid in-office environment.

Qualifications

  • 7+ years of experience in financial services with product management or wealth management
  • Deep knowledge of advisory products including managed accounts and ETFs
  • Bachelor's degree or equivalent
  • Active Series 7 license or ability to obtain within 120 days
  • Experience leading cross-functional projects

Responsibilities

  • Lead medium to large product development initiatives as the business lead and SME for advisory platform solutions
  • Partner across business and technology teams to define requirements, prioritize enhancements, and deliver new platform functionality
  • Maintain compliance and governance through oversight of policies and controls
  • Conduct quantitative and qualitative analysis to support decisions
  • Develop and enhance advisory programs and investment solutions
  • Resolve complex advisor and client issues with internal and external partners
  • Monitor industry trends to identify opportunities for innovation

Skills

Wealth mgmt
Cross-functional
Analytical skills
Strategic thinking
Microsoft Office
Regulatory awareness

Education

Bachelor's degree or equivalent
Series 7 license

Tools

Microsoft Office

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 DescriptionAs a Senior Product Manager, Wealth Management, you will serve as a strategic leader responsible for advancing advisory platform capabilities across the wealth management business. You will partner with business and technology teams to shape product strategy, deliver innovative solutions, and enhance the advisor and client experience. This role offers significant visibility, influence, and the opportunity to drive growth, operational excellence, and regulatory readiness through impactful product development initiatives.ResponsibilitiesLead medium to large product development initiatives as the business lead and subject matter expert for advisory platform solutions.Partner across business and technology teams to define requirements, prioritize enhancements, and deliver new platform functionality.Maintain a strong compliance and governance environment through oversight of policies, procedures, controls, and reporting.Conduct quantitative and qualitative analysis to support product, platform, and strategic business decisions.Develop and enhance advisory programs, features, and investment solutions that support revenue growth and advisor adoption.Resolve complex advisor and client issues in collaboration with internal and external partners.Monitor industry trends and competitive developments to identify opportunities for innovation and continuous improvement.Qualifications7+ years of experience in financial services, with expertise in product management, product development, or wealth management solutions.Deep knowledge of advisory products and investment solutions, including managed accounts, mutual funds, exchange-traded funds, and related offerings.Bachelor's degree or equivalent combination of education and relevant experience.Active Series 7 license or ability to obtain within 120 days of hire.Experience leading projects and influencing outcomes across cross-functional teams and organizational levels.Strong analytical, research, and data analysis capabilities, including proficiency with Microsoft Office analytical tools.Demonstrated strategic thinking, problem-solving, organization, communication, and collaboration skills.Knowledge of Ameriprise products, platforms, field channels, and related systems is preferred.U.S. Work Authorization & 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 $93,400 - $128,400 / 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-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.
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