Senior Product Manager, Wealth Management

Ameriprise Financial Services, LLC

Minneapolis (MN)

Hybrid

USD 93,000 - 128,000

Full time

4 hours ago
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Job summary

Ameriprise Financial is seeking a Senior Product Manager, Wealth Management, to advance advisory platform capabilities and partner with business and technology teams to shape strategy and deliver solutions. This role offers high visibility and the opportunity to influence growth, operational excellence, and regulatory readiness across the wealth management business.

The role requires deep knowledge of advisory products, strong analytical skills, and the ability to collaborate across

Qualifications

  • 7+ 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.

Responsibilities

  • Lead 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.

Skills

7+ years of experience in financials
Product management
Wealth management solutions

Education

Bachelor's degree or equivalent

Tools

Series 7 license

Job description

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

As 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.

Responsibilities
  • Lead 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.
Qualifications
  • 7+ 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 & 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 / 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

Equal Opportunity Employer 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.

Accommodation Statement

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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