Senior Product Specialist

00015 Ameriprise Financial Services, LLC.; Minneapolis (MN); Hybrid; USD 71,000 - 98,000; Full time

Job summary

Ameriprise Financial Services, LLC. is seeking a Senior Product Specialist in Wealth Management Solutions to help develop and support advisory products and programs.

You will participate in client experience initiatives, drive growth in assets and net flows, and support revenue generation while identifying cost savings. The role requires a finance/business-related degree and 3+ years in financial services, with strong analytical skills and advisor/customer service experience.

Qualifications

• Bachelor’s degree in Finance, Economics, Business or related field or equivalent experience.
• 3+ years of experience in Financial Services, preferably product development/management.
• Strong analytical and problem‑solving skills using data to identify trends and issues.
• Advisor or customer service experience.
• Proficient skill level in Microsoft Office data analytic tool sets.

Responsibilities

• Supports the development of the Advisor/Client Experience across the advisory platform.
• Completes analysis and makes research-based recommendations to improve product features, sales, marketing, processes, and procedures.
• Contributes to the requirements and delivery of new products and services to enhance the client and advisor experience, increase ease of use, meet competitive evolution in the marketplace and/or improve profitability.
• Actively identifies opportunities to recommend, develop and build competitor analysis capabilities for the organization.

Skills

3+ years in Financial Services

Analytical and problem solving

Advisor or customer service experience

MS Office data analytics

Education

Bachelor’s degree in Finance/Economics/Business or related field

Tools

Microsoft Office data analytics tools

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 Senior Product Specialist within Wealth Management Solutions (WMS) will participate in the development, delivery, and support of advisory products/programs. Assist in the Ameriprise Client Experience initiatives in advisory business that grows assets, increases net flows, drives revenue generation, and implements cost/expense saves.

Key Responsibilities

• Supports the development of the Advisor/Client Experience across the advisory platform.
• Completes analysis and makes research-based recommendations to improve product features, sales, marketing, processes, and procedures.
• Contributes to the requirements and delivery of new products and services to enhance the client and advisor experience, increase ease of use, meet competitive evolution in the marketplace and/or improve profitability.
• Actively identifies opportunities to recommend, develop and build competitor analysis capabilities for the organization.

Required Qualifications

• Bachelor’s degree in Finance, Economics, Business or other related degree or equivalent experience.
• 3+ years of experience in Financial Services industry, preferably product development and/or product management.
• Strong analytical and problem‑solving skills using data to identify trends and issues and potential ways to solve the issue.
• Advisor or customer service experience.
• Proficient skill level in Microsoft Office data analytic tool sets.

Preferred Qualifications

• Desire to obtain FINRA Series 7 license.
• Knowledge of Advisory platforms and solutions.
• Project management experience 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 $71,300 - $98,100 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job‑related knowledge, skills, experience, and geographical 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 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. 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.

Company Overview

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years. Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long-term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation. For you, that means the opportunity to build a meaningful career in a high-performance, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact. As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers: Ameriprise Financial: Financial planning, advice and wealth management. Columbia Threadneedle Investments: Global asset management serving individual, institutional and corporate clients. RiverSource Insurance & Annuities: Products and solutions designed to help clients protect and grow their wealth. Explore opportunities within each business and region below. Ameriprise US | Careers Ameriprise India | Careers Columbia Threadneedle Investments US | Careers Columbia Threadneedle Investments EMEA APAC | Careers RiverSource | Careers