Product Manager - Wealth Management

Ameriprise Financial Services, LLC•Minneapolis, MN

1d•$73,500 - $129,100•Hybrid

About The Position

The Product Manager role, within the Wealth Management business group, will be responsible for managing business/product critical processes, reports and audits. This role will also represent the wealth management products group as a subject matter expert and liaison with project initiatives. The Product Manager role, within the Wealth Management Solutions – Product and Platform Solutions Development team, serves as a subject matter expert for the advisory platform, supporting initiatives that enhance the advisor and client experience across the advisory platform. This role partners across the organization to enhance advisory solutions, resolve complex issues, and maintain a strong compliance environment.

Requirements

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

Nice To Haves

Project Management experience
Experience working with Ameriprise project methodologies (JIRA, Agile)
Experience with advisory products, platforms, and wealth management solutions.
Understanding of Ameriprise business units, field organization, and operational processes.
Working knowledge of Ameriprise systems and tools (including BETA Host, Thomson One/Refinitiv)
Data analysis experience

Responsibilities

Serve as a business lead and/or subject matter expert on projects of varying scale across product lines; representing advisory products on cross-organizational projects and initiatives.
Support the development and enhancement of the advisor and client experience across the advisory platform.
Ensure a strong compliance environment through regular review of policies, procedures, reports, and controls; identify required changes and support implementation.
Provide quantitative and qualitative research and analysis to identify opportunities, evaluate industry trends and competitor offerings, and make recommendations related to product enhancements, platform changes, and new offerings.
Partner with Technology, Service, Operations, Compliance, Legal, Marketing, Training, and external vendors to develop and improve advisory products, programs, and platform capabilities.
Develop and enhance programs and platform features that support asset growth, net flows, advisor adoption, client engagement, revenue generation, and firm profitability.
Lead product efforts that support advisor acquisition, broaden platform usage, and grow client assets under management.
Lead resolution of complex and non-routine advisor and client issues by working across internal teams, vendors, and partner organizations.
Build and maintain effective relationships with business partners, stakeholders, and third-party providers.
Lead the transition of product development initiatives into ongoing product management, including process, procedure, and documentation development.