Senior Retirement Solutions Product Specialist

Ameriprise Financial Services; United States; Hybrid; USD 71,000 - 98,000; Full time

Job summary

Ameriprise Financial Services is seeking a Senior Product Specialist in Retirement Solutions. You will enhance product execution, drive operational excellence, and support advisors by analyzing trends and coordinating product activities across functions.

You will partner with Sales, Operations, Compliance, Legal, Marketing, and third-party administrators to ensure accurate, timely outcomes for retirement plans and client services, while fostering process improvements and growth.

Qualifications

• 2+ years in product support, financial services, or retirement plans.
• Bachelor's degree or equivalent
• Knowledge of employer-sponsored retirement plans (401(k)/403(b) preferred).

Responsibilities

• Research industry trends and provide insights to improve products and services.
• Analyze data to identify process improvements and inform decisions.
• Support advisor and business partner inquiries with consistent service.
• Coordinate audits and data delivery for retirement plan sponsors.
• Maintain marketing materials and supporting documentation.
• Collaborate with Sales, Compliance, Legal, and Marketing on initiatives.

Skills

Relationship management

Project management

Data analysis

Cross-functional collaboration

Education

Bachelor's degree

Job description

Ameriprise Financial Services is seeking a Senior Product Specialist in Retirement Solutions. You will enhance product execution, drive operational excellence, and support advisors by analyzing trends and coordinating product activities across functions.

You will partner with Sales, Operations, Compliance, Legal, Marketing, and third-party administrators to ensure accurate, timely outcomes for retirement plans and client services, while fostering process improvements and growth.