Senior Wealth Management Product Manager

Ameriprise Financial Services, LLC; Minneapolis (MN); On-site; USD 82,000 - 112,000; Full time

Job summary

Ameriprise Financial in Minneapolis seeks a seasoned Product Manager in Wealth Management Solutions to lead advisory platform initiatives, partner across Technology, Compliance, Legal, Marketing, and Operations, and ensure strong compliance. The role emphasizes cross-functional leadership, product enhancements, and client/advisor experience improvements.

The position requires 5+ years in financial services, a Bachelor's degree, and a Series 7 license or ability to obtain within 120 days.

Qualifications

• Bachelor's degree or equivalent experience.
• 5+ years financial services experience.
• Excellent strategic and analytical skills to solve complex problems and identify new product solutions.
• Knowledge and experience working with Ameriprise product suite.
• Strong understanding of compliance and regulatory environment.
• Proven organizational skills, including managing multiple tasks simultaneously.
• Strong written and verbal communication skills.
• Attention to detail, accuracy, and high level of personal accountability.
• Active Series 7 or the ability to obtain within 120 days.

Responsibilities

• Serve as a business lead and/or subject matter expert on projects of varying scale across product lines; representing advisory products on cross-organizational projects and initiatives.
• Support the development and enhancement of the advisor and client experience across the advisory platform.
• Ensure a strong compliance environment through regular review of policies, procedures, reports, and controls; identify required changes and support implementation.
• Provide quantitative and qualitative research and analysis to identify opportunities, evaluate industry trends and competitor offerings, and make recommendations related to product enhancements, platform changes, and new offerings.
• Partner with Technology, Service, Operations, Compliance, Legal, Marketing, Training, and external vendors to develop and improve advisory products, programs, and platform capabilities.
• Develop and enhance programs and platform features that support asset growth, net flows, advisor adoption, client engagement, revenue generation, and firm profitability.
• Lead product efforts that support advisor acquisition, broaden platform usage, and grow client assets under management.
• Lead resolution of complex and non-routine advisor and client issues by working across internal teams, vendors, and partner organizations.
• Build and maintain effective relationships with business partners, stakeholders, and third-party providers.
• Lead the transition of product development initiatives into ongoing product management, including process, procedure, and documentation development.

Skills

Strategic thinking

Analytical skills

Written and verbal communication

Attention to detail

Series 7 license

Ameriprise product suite knowledge

Education

Bachelor's degree or equivalent experience

Tools

JIRA

Agile

BETA Host

Thomson One/Refinitiv

Ameriprise systems

Job description

Ameriprise Financial in Minneapolis seeks a seasoned Product Manager in Wealth Management Solutions to lead advisory platform initiatives, partner across Technology, Compliance, Legal, Marketing, and Operations, and ensure strong compliance. The role emphasizes cross-functional leadership, product enhancements, and client/advisor experience improvements.

The position requires 5+ years in financial services, a Bachelor's degree, and a Series 7 license or ability to obtain within 120 days.