Senior Product Manager, Wealth Management
About The Position
The Senior Product Manager, Wealth Management serves as a strategic leader advancing advisory platform capabilities across the wealth management business. The role partners with business and technology teams to shape product strategy, deliver solutions, and improve advisor and client experiences. It offers visibility and influence, with opportunities to support growth, operational excellence, and regulatory readiness through product development initiatives. The position is full-time and exempt. Employees work in the office at least four days per week, with flexibility to work from home one day per week; some roles may require additional in-office time or different expectations. The estimated base salary is $93,400–$128,400 per year. Compensation may vary based on job-related knowledge, skills, experience, and geographic work location, and many roles are eligible for variable pay such as bonuses, commissions, or long-term incentives. Benefits include vacation and sick time, a 401(k), and health, dental, and life insurance.
Requirements
- At least 7 years of experience in financial services, with expertise in product management, product development, or wealth management solutions.
- Deep knowledge of advisory products and investment solutions, including managed accounts, mutual funds, and exchange-traded funds.
- Bachelor's degree or an equivalent combination of education and relevant experience.
- Active Series 7 license or ability to obtain it within 120 days of hire.
- Experience leading projects and influencing outcomes across cross-functional teams and organizational levels.
- Strong analytical, research, and data analysis capabilities, including proficiency with Microsoft Office analytical tools.
- Demonstrated strategic thinking, problem-solving, organization, communication, and collaboration skills.
- Valid U.S. work authorization that does not now or in the future require visa sponsorship.
Nice To Haves
- Knowledge of Ameriprise products, platforms, field channels, and related systems.
Responsibilities
- Lead medium to large product development initiatives as the business lead and subject matter expert for advisory platform solutions.
- Partner with business and technology teams to define requirements, prioritize enhancements, and deliver new platform functionality.
- Oversee policies, procedures, controls, and reporting to maintain a strong compliance and governance environment.
- Conduct quantitative and qualitative analysis to support product, platform, and strategic business decisions.
- Develop and enhance advisory programs, features, and investment solutions to support revenue growth and advisor adoption.
- Resolve complex advisor and client issues in collaboration with internal and external partners.
- Monitor industry trends and competitive developments to identify opportunities for innovation and continuous improvement.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
