Senior Product Specialist - Alternative Investments

00052 American Enterprise Investment; Minneapolis (MN); Sur place; USD 71 000 - 98 000; Plein temps

Avantages offerts par ce poste

Vacation time

Sick time

401(k)

Health insurance

Dental insurance

Life insurance

Résumé du poste

Ameriprise Financial is seeking an Alternative Investments Product Specialist to support onboarding, education, and ongoing servicing for alternative investments. You will coordinate across internal teams and external sponsors to establish and maintain servicing arrangements, while ensuring compliant processes and timely delivery to advisors and clients.

The role emphasizes collaboration with Sales, Compliance, Legal, and Operations, with a focus on improving the advisor and client experience

Qualifications

• Bachelor’s degree or equivalent combination of education and relevant experience.
• Strong organizational and follow-through skills with the ability to manage multiple priorities, stakeholders, and deadlines.
• Clear written and verbal communication skills; ability to work collaboratively across teams and build effective relationships.
• Analytical and problem-solving skills with attention to detail and willingness to learn complex products and processes.

Responsabilités

• Support the alternative investments product management team in executing business priorities and platform activities.
• Coordinate across internal teams and third-party firms to establish servicing arrangements for alternative investments.
• Partner with operations, compliance, sales, and other stakeholders to address servicing needs and ensure operational requirements are defined and met.
• Assist with new product onboarding, maintenance, and implementation activities, including documentation and advisor support.
• Manage ongoing relationships with third-party sponsors, including meeting coordination and issue resolution.
• Lead recurring reporting processes and communicate insights to key stakeholders.
• Monitor items, risks, and milestones; escalate issues as appropriate.
• Identify opportunities to improve advisor and client experience through process and policy enhancements.

Connaissances

Organizational skills

Communication skills

Cross-functional collaboration

Analytical thinking

Attention to detail

Adaptability

Formation

Bachelor’s degree or equivalent

Description du poste

About Our Company

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 Alternative Investments Product Specialist will support the development and continued growth of the alternative investments business by working across the organization and with third-party product sponsors to provide high-quality product and support to Ameriprise advisors, sales teams, and clients. The role will assist with product onboarding, advisor education and training, product awareness, sales and marketing, and maintenance of ongoing processes, policies, and procedures. An additional focus will be coordinating across internal business partners and external firms to establish, document, and maintain servicing arrangements for alternative investments.

Key Responsibilities

• Support the alternative investments product management team in executing business priorities, product initiatives, and ongoing platform activities.
• Coordinate across internal teams and third-party firms to establish new servicing arrangements for alternative investments, including gathering requirements, documenting proposed arrangements, tracking decisions and dependencies, and supporting implementation.
• Partner with Service Delivery, Operations, Clearing, Compliance, GCO, Legal, Sales, Marketing, and other stakeholders to address servicing needs and ensure operational requirements are clearly defined and completed.
• Assist with new product onboarding, product maintenance, and implementation activities, including coordination of documentation, training, communications, operational readiness, and advisor support.
• Support ongoing relationship management with third-party alternative investment product sponsors, including meeting coordination, follow-up items, issue resolution, and tracking sponsor commitments.
• Lead recurring reporting processes and communicate insights to key stakeholders.
• Monitor open items, risks, and implementation milestones; communicate status and elevate issues as appropriate.
• Identify opportunities to improve the advisor and client experience through enhancements to service, processes, tools, policies, and procedures.

Required Qualifications

• Bachelor’s degree or equivalent combination of education and relevant experience.
• Strong organizational and follow-through skills, with the ability to manage multiple priorities, stakeholders, and deadlines.
• Clear written and verbal communication skills.
• Demonstrated ability to work collaboratively across teams and build effective working relationships.
• Analytical and problem-solving skills, with attention to detail and a willingness to learn complex products and processes.

Preferred Qualifications

• Experience with alternative investments, complex investment products, broker-dealer operations, or investment-product servicing.
• 2+ years of experience in financial services, investment products, operations, product management, project coordination, or a related field.
• Experience supporting product onboarding, operational implementation, or cross-functional projects within a broker-dealer or wealth management organization.
• Working knowledge of regulatory, compliance, and operational considerations associated with alternative investments.
• Interest in pursuing Series 7 or other FINRA licenses.

Core Competencies

• Collaboration and stakeholder management
• Execution and accountability
• Attention to detail
• Problem solving and sound judgment
• Adaptability and learning agility
• Client and advisor focus

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 $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 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.

Benefits

• vacation time
• sick time
• 401(k)
• health insurance
• dental insurance
• life insurance

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.

Equal Opportunity

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.

About Our Legacy

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-performing, 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.