Product Manager Wealth Management

Ameriprise • Minneapolis, MN

11d • 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 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 leads product efforts across medium to large projects, provides research and analysis to support business needs, and develops or enhances programs and features that protect and increase advisory-platform revenue. It also supports advisor acquisition and usage, client growth, and the transition of product development into effective product management processes and procedures. The role works in the office at least four days per week, with the option to work from home one day per week.

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 one within 120 days.
• Valid U.S. work authorization that does not now or in the future require visa sponsorship.

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

• Act as a business lead and subject matter expert on medium to large projects, providing product direction and working across the organization to advance projects.
• Complete regular reviews of policies, procedures, and reports 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.
• Provide quantitative and qualitative research and analysis from multiple sources and make recommendations to support business needs, including product additions and platform changes.
• Protect and increase revenue across the advisory platform by developing and enhancing programs and features that 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 successful transitions from product development to product management processes and procedures.

Benefits

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

What This Job Offers

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