Wealth Management Platform Product Lead

ameriprise; United States; Hybrid; USD 82,000 - 112,000; Full time

Benefits offered by this job

Vacation time

401(k)

Health insurance

Job summary

Ameriprise Financial is seeking a Product Manager for Wealth Management Solutions to serve as a subject matter expert and drive end-to-end advisor/client experiences across the advisory platform. The role also ensures a healthy compliance environment through regular reviews of policies and reports.

Responsibilities include directing medium to large projects, analyzing data to support business needs, and developing programs to enhance revenue and advisor usage.

Qualifications

• Bachelor's degree or equivalent experience.
• 5+ years financial services experience.
• Strong written and verbal communication skills.
• Active Series 7 or the ability to obtain within 120 days.
• Knowledge and experience working with Ameriprise product suite.

Responsibilities

• Act as a business lead/subject matter expert on medium to large projects; responsible for providing direction from products perspective and working across the organization to drive projects forward.
• Ensure the maintenance of a healthy compliance environment by completing regular reviews of policies, procedures, and reports and identifying change; lead resolution of complex and non-routine advisor/client issues with internal/external partners.
• Provide research and analysis (quantitative and qualitative) from multiples sources and make recommendations to support business needs (e.g., product adds, platform changes, etc.).
• Protect and increase the revenue earned across the advisory platform by developing and enhancing new programs and features that support firm ROA.
• Lead investment product efforts that support increases in advisor acquisition, broadens advisor usage and grows clients.
• Tracks industry trends for continual advancement and competitiveness.
• Lead successful transitions of product development to successful product management processes and procedures.

Skills

Strategic thinking

Analytical skills

Regulatory/compliance knowledge

Communication skills

Organizational skills

Attention to detail

Project management

Education

Bachelor's degree or equivalent experience

Tools

BETA Host

Thomson One/Refinitiv

Denodo

Job description

Ameriprise Financial is seeking a Product Manager for Wealth Management Solutions to serve as a subject matter expert and drive end-to-end advisor/client experiences across the advisory platform. The role also ensures a healthy compliance environment through regular reviews of policies and reports.

Responsibilities include directing medium to large projects, analyzing data to support business needs, and developing programs to enhance revenue and advisor usage.