Senior Product Manager, Wealth Management
About The Position
The Senior Product Manager will be part of the Wealth Management Solutions (WMS) department and will participate in the development, delivery, and/or support of advisory products/programs. In this role, you will primarily focus on advisory product/programs as a subject matter expert (SME) for projects, initiatives, marketing, sales and adoption. Ameriprise Financial is a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Requirements
- Bachelor’s degree in finance, Economics, Business or other related degree and equivalent experience
- 7+ years’ experience in Financial Services industry, preferably product development and/or product management
- Experience working on projects in various roles (Product Manager, Product Analyst, Consultant, subject matter expert, etc.)
- Ability to influence and collaborate with or lead across the organization and at all levels to drive results
- Demonstrated analytical and problem-solving skills
- Proven organizational skills, including managing multiple tasks simultaneously
- Ability to think strategically, while being able to implement tactical plans
- Active Series 7 or ability to obtain within 120 days
- Proficient skill level in Microsoft Office data analytic tool sets
Nice To Haves
- Proficient knowledge and familiarity with multiple Ameriprise products/platforms
- Strong knowledge of Advisory platforms and solutions
- Advanced degrees or financial services certifications
- Service and Operational process knowledge for Advisory solutions
- Ability to work with advisors related to understanding their practice, accumulating feedback, addressing concerns
Responsibilities
- Drive Ameriprise Client Experience initiatives in advisory business that grows assets, increases net flows, drives revenue generation, and implements cost/expense saves
- Support the development of the Advisor/Client Experience across the advisory platform
- May act as a business lead on small to medium-size projects
- Contribute to the requirements and delivery of new products and services to enhance the client and advisor experience, increase ease of use, meet competitive evolution in the marketplace and/or improve profitability
- Act as an advisory experience SME and provide recommendations from products perspective and working across the organization to drive projects forward
- Seek to learn and track industry trends for continual advancement and competitiveness
- Seek and drive continuous innovation aligned with the project strategy / road map
- Contribute to the WMS Advisory Platform Investment Optimization (I/O) multi-year enhancement agenda
- Lead transition of product development to successful product launch and advisor implementation
Benefits
- vacation time
- sick time
- 401(k)
- health, dental and life insurances
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What This Job Offers
Job Type
Full-time
Career Level
Senior
