Product Manager Wealth Management

Ameriprise Financial Services, LLC • Minneapolis, MN

1d • $81,700 - $112,300 • Hybrid

About The Position

The Product Manager in the Wealth Management Solutions – Product and Platform Solutions Development team serves as a subject matter expert supporting the development of the end-to-end advisor and client experience across the advisory platform. The role also helps maintain a healthy compliance environment through regular reviews of policies, procedures, and reports.

The position acts as a business lead on medium- to large-scale projects, provides product direction, and works across the organization to move projects forward. It includes researching and analyzing information from multiple sources, recommending product and platform changes, and developing programs and features intended to protect and increase advisory-platform revenue. The Product Manager also leads investment-product efforts to support advisor acquisition and usage and client growth, monitors industry trends, and transitions product development into effective product management processes and procedures.

The role is based in an in-office collaboration model: employees work in the office at least four days per week and may work from home one day per week. Some roles may have different or additional in-office expectations, which will be discussed during hiring.

Requirements

• Bachelor's degree or equivalent experience.
• At least 5 years of financial services experience.
• Excellent strategic and analytical skills to solve complex problems and identify new product solutions.
• Knowledge of and experience working with the Ameriprise product suite.
• Strong understanding of the compliance and regulatory environment.
• Proven organizational skills, including the ability to manage multiple tasks simultaneously.
• Strong written and verbal communication skills.
• Attention to detail, accuracy, and a high level of personal accountability.
• Active Series 7 license, or ability to obtain it within 120 days.
• Valid work authorization that does not now or in the future require visa sponsorship for employment in the United States.

Nice To Haves

• Project management experience.
• Experience working with Ameriprise project methodologies.
• Working knowledge of Ameriprise systems and tools, including BETA Host, Thomson One/Refinitiv, and Denodo.
• Data analysis experience.

Responsibilities

• Serve as a business lead and subject matter expert on medium- to large-scale projects, providing product direction and coordinating across the organization to advance projects.
• Review policies, procedures, and reports regularly to maintain a healthy compliance environment and identify needed changes.
• Lead resolution of complex and non-routine advisor and client issues with internal and external partners.
• Conduct quantitative and qualitative research and analysis from multiple sources and make recommendations to support business needs, including product additions and platform changes.
• Develop and enhance programs and features to protect and increase revenue earned across the advisory platform and support firm ROA.
• Lead investment product efforts that support advisor acquisition, broaden advisor usage, and grow clients.
• Track industry trends to support continual advancement and competitiveness.
• Lead transitions from product development into successful product management processes and procedures.

Benefits

• Vacation time
• Sick time
• 401(k)
• Health insurance
• Dental insurance
• Life insurance
• Variable pay may be available in the form of bonuses, commissions, and/or long-term incentives, depending on the role.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level