Senior Wealth Product Strategist

Threadneedle group; Minneapolis (MN); Hybrid; USD 71,000 - 98,000; Full time

Benefits offered by this job

Bonus potential

401(k) plan

Health, dental and life insurances

Vacation and sick time

Job summary

Ameriprise Financial’s Wealth Management Solutions team is seeking a Senior Product Specialist to help develop, deliver, and support advisory products and programs. The role supports Ameriprise Client Experience initiatives to grow assets and improve profitability.

You will analyze features, sales, and processes, contribute to new product requirements, and identify opportunities for competitive analysis. In-office collaboration with a hybrid schedule is required.

Qualifications

• Bachelor’s degree in Finance, Economics, Business or related field.
• 3+ years in financial services; product development/management preferred.
• Strong analytics to identify trends and issues.
• Advisor or customer service experience.
• Proficient in MS Office data analytics.

Responsibilities

• Supports development of Advisor/Client Experience across the advisory platform.
• Performs analysis and makes recommendations to improve product features, sales, marketing, processes.
• Contributes to requirements and delivery of new products and services to enhance client/advisor experience.
• Identifies opportunities to develop competitor analysis capabilities.

Skills

Analytical skills

Problem solving

Customer service experience

Education

Bachelor's degree in Finance, Economics, Business or related field

Tools

Microsoft Office

Job description

Ameriprise Financial’s Wealth Management Solutions team is seeking a Senior Product Specialist to help develop, deliver, and support advisory products and programs. The role supports Ameriprise Client Experience initiatives to grow assets and improve profitability.

You will analyze features, sales, and processes, contribute to new product requirements, and identify opportunities for competitive analysis. In-office collaboration with a hybrid schedule is required.