Product Manager Wealth Management

Ameriprise Financial Services, LLC•Minneapolis, MN

About The Position

As a Product Manager within the Wealth Management business group, you will be responsible for managing business/product critical processes, reports and audits. You will also represent the wealth management products group as a subject matter expert and liaison with project initiatives. Key Responsibilities Act as a subject matter expert on small to medium scale projects related to the Advisory, Mutual Fund, 529 Plans, Alternative Investments, Structured Products, Capital Markets, Third Party Insurance and Annuity product lines Ensure the maintenance of a healthy compliance environment by completing regular reviews of policies, procedures, and reports Perform routine reports and audits accurately and on-time Manage resolution of complex and non-routine advisor/client issues with internal/external partners Own and act as subject matter expert for client pre-qualification and product sales kit process for Alternative Investments Work on special projects and perform other duties as assigned

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 new product solutions
Knowledge and experience working with Ameriprise product suite
Strong understanding of compliance and regulatory environment
Proven organizational skills, including managing multiple tasks simultaneously
Strong written and verbal communication skills
Attention to detail, accuracy, and high level of personal accountability
Project Management experience
Experience working with Ameriprise project methodologies
Working knowledge of Ameriprise systems and tools (including BETA Host, Thomson One/Refinitiv, Denodo)
Data analysis experience

Responsibilities

Act as a subject matter expert on small to medium scale projects related to the Advisory, Mutual Fund, 529 Plans, Alternative Investments, Structured Products, Capital Markets, Third Party Insurance and Annuity product lines
Ensure the maintenance of a healthy compliance environment by completing regular reviews of policies, procedures, and reports
Perform routine reports and audits accurately and on-time
Manage resolution of complex and non-routine advisor/client issues with internal/external partners
Own and act as subject matter expert for client pre-qualification and product sales kit process for Alternative Investments
Work on special projects and perform other duties as assigned