Senior Wealth Product Lead

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

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.