Senior Retirement Solutions Product Specialist

Ameriprise Financial; Minneapolis (MN); Híbrido; USD 71 000 - 98 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health insurance

Dental insurance

Life insurance

401(k) plan

Paid time off

Resumo da oferta

Ameriprise Financial is seeking a Senior Product Specialist in Retirement Solutions to enhance product execution and advisor support. You will analyze trends, coordinate product activities, and drive cross-functional improvements across compliance, operations, and sales.

The role offers exposure to product management, retirement plan services, and audits, with in-office collaboration required. A 401(k) plan and other benefits are included as part of the compensation package.

Qualificações

• Two or more years of experience in product support, financial services, retirement plans, operations, project coordination, or a related field.
• Knowledge of employer-sponsored retirement plans, including 401(k) and 403(b) products, is preferred.
• Relationship management and project management skills with the ability to use data to identify trends and recommend solutions.
• FINRA registrations or progress toward relevant industry credentials preferred.
• U.S. Work Authorization & Sponsorship applicants must have valid work authorization.

Responsabilidades

• Conduct industry and competitor research and deliver insights and recommendations that enhance products, services, policies, procedures, and client outcomes.
• Analyze trends, recurring issues, and operational data to identify process improvement opportunities and support informed decision-making.
• Manage advisor and business partner inquiries, improve routing and response quality, and ensure consistent service delivery across Retirement Solutions.
• Support product approval, compensation, and retirement plan client service activities while appropriately escalating matters requiring business, legal, compliance, or product management decisions.
• Maintain and update marketing materials, analytical tools, research resources, and supporting documentation to ensure accuracy and effectiveness.
• Own recurring workflow tracking and follow-through, prepare reporting on open issues and trends, and maintain business procedures and audit-ready documentation.
• Coordinate audit data preparation, validation, and delivery for retirement plan sponsors and third-party administrators while ensuring timely and accurate completion.
• Partner with Sales, Operations, Compliance, Legal, Supervision, Marketing, recordkeepers, and external retirement partners to support product and operational initiatives.

Conhecimentos

Relationship management

Project management

Data analysis

Formação académica

Bachelor's degree

Descrição da oferta de emprego

Ameriprise Financial is seeking a Senior Product Specialist in Retirement Solutions to enhance product execution and advisor support. You will analyze trends, coordinate product activities, and drive cross-functional improvements across compliance, operations, and sales.

The role offers exposure to product management, retirement plan services, and audits, with in-office collaboration required. A 401(k) plan and other benefits are included as part of the compensation package.