Product Manager Wealth Management

Ameriprise Financial Services, LLC•Minneapolis, MN

1d•Hybrid

About The Position

In this role, you will serve as a product owner and a primary subject matter expert for the Signature Wealth program’s end-to-end business architecture. Responsibilities include ensuring the continuity and reliability of critical data consumption and usage, while also overseeing and supporting strategic vendor partnerships.

Requirements

5+ years' financial services experience
Bachelor's degree or equivalent experience
Active Series 7 or the ability to obtain within 120 days

Nice To Haves

Excellent strategic and analytical skills to solve complex problems and identify solutions
Extensive knowledge of advisory products and services
Ability to articulate complex information in a clear and concise manner
Attention to detail, accuracy, and high level of personal accountability
Familiarity with Morningstar

Responsibilities

Support the end-to-end business architecture for the Signature Wealth platform.
Assist with Advisory data strategy and analytics for UMA platform including supporting critical vendor relationships.
Perform critical oversight functions for Advisory data consumption patterns.
Support the development of the Advisor/Client Experience across the advisory platform.
Support advisory product/programs as a subject matter expert for projects, initiatives, marketing, sales, and ongoing management.
May act as a business lead on small to medium size projects.
Assist with managing relationships within the organization and with third-party partners.
Lead successful transitions of product development to successful product management processes and procedures.
Identify and recommend changes to policies, procedures, and reporting.
Support other team initiatives