Wealth Product Specialist - Advisor Experience & Growth

ameriprise; United States; Hybrid; USD 71,000 - 98,000; Full time

Benefits offered by this job

401(k) plan

Health insurance

Paid vacation

Job summary

Ameriprise Financial is seeking a Senior Product Specialist within Wealth Management Solutions to help develop, deliver, and support advisory products and programs. You will participate in client experience initiatives to grow assets and revenue while driving cost savings.

Responsibilities include supporting advisor/client experiences, analyzing data, and contributing to new product requirements and profitability improvements.

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 data-driven problem-solving skills to identify trends.
• Advisor or customer service experience.
• Proficient in Microsoft Office data analytic tool sets.

Responsibilities

• Support the Advisor/Client Experience across the advisory platform.
• Analyze and research-based recommend product features, sales, marketing, processes.
• Contribute to requirements and delivery of new products to improve profitability.
• Identify opportunities to develop competitor analysis capabilities.

Education

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

Tools

Microsoft Office (data analytics)

Job description

Ameriprise Financial is seeking a Senior Product Specialist within Wealth Management Solutions to help develop, deliver, and support advisory products and programs. You will participate in client experience initiatives to grow assets and revenue while driving cost savings.

Responsibilities include supporting advisor/client experiences, analyzing data, and contributing to new product requirements and profitability improvements.