Wealth Management Product Lead — Advisor Platform

Ameriprise Financial; Charlotte (NC); Hybrid; USD 82,000 - 112,000; Full time

Benefits offered by this job

In-office collaboration

Hybrid work model

Competitive benefits

Job summary

Ameriprise Financial is seeking a Product Manager for Wealth Management Solutions to drive critical processes, reports and audits, serving as SME and liaison on cross-organizational initiatives. You will partner with Technology, Service, Operations, Compliance, Legal, Marketing, Training and external vendors to enhance advisor and client experiences across the advisory platform.

The role emphasizes developing and enhancing programs that support asset growth, client engagement, and profitability,

Qualifications

• 5+ years of financial services experience.
• Strong analytical and strategic problem-solving skills.
• Excellent written and verbal communication abilities.
• Knowledge of Ameriprise product suite and regulatory environment.

Responsibilities

• Lead business initiatives and act as SME across product lines.
• Support advisor and client experience across the advisory platform.
• Ensure compliance through policy and control reviews.

Skills

Analytical

Strategic thinking

Written and verbal communication

Attention to detail

Education

Bachelor's degree or equivalent experience

Tools

JIRA

Thomson One/Refinitiv

Ameriprise systems

Job description

Ameriprise Financial is seeking a Product Manager for Wealth Management Solutions to drive critical processes, reports and audits, serving as SME and liaison on cross-organizational initiatives. You will partner with Technology, Service, Operations, Compliance, Legal, Marketing, Training and external vendors to enhance advisor and client experiences across the advisory platform.

The role emphasizes developing and enhancing programs that support asset growth, client engagement, and profitability,