Senior Product Manager, Wealth Management

AmeripriseMinneapolis, MN
Hybrid

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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