Senior Product Specialist - Alternative Investments

Ameriprise Financial Services, LLC•Minneapolis, MN

3d•$71,300 - $98,100•Hybrid

About The Position

The Alternative Investments Product Specialist will support the development and continued growth of the alternative investments business by working across the organization and with third-party product sponsors to provide high-quality product and support to Ameriprise advisors, sales teams, and clients. The role will assist with product onboarding, advisor education and training, product awareness, sales and marketing, and maintenance of ongoing processes, policies, and procedures. An additional focus will be coordinating across internal business partners and external firms to establish, document, and maintain servicing arrangements for alternative investments.

Requirements

Bachelor's degree or equivalent combination of education and relevant experience.
Strong organizational and follow-through skills, with the ability to manage multiple priorities, stakeholders, and deadlines.
Clear written and verbal communication skills.
Demonstrated ability to work collaboratively across teams and build effective working relationships.
Analytical and problem-solving skills, with attention to detail and a willingness to learn complex products and processes.

Nice To Haves

Experience with alternative investments, complex investment products, broker-dealer operations, or investment-product servicing.
2+ years of experience in financial services, investment products, operations, product management, project coordination, or a related field.
Experience supporting product onboarding, operational implementation, or cross-functional projects within a broker-dealer or wealth management organization.
Working knowledge of regulatory, compliance, and operational considerations associated with alternative investments.
Interest in pursuing Series 7 or other FINRA licenses.

Responsibilities

Support the alternative investments product management team in executing business priorities, product initiatives, and ongoing platform activities.
Coordinate across internal teams and third-party firms to establish new servicing arrangements for alternative investments, including gathering requirements, documenting proposed arrangements, tracking decisions and dependencies, and supporting implementation.
Partner with Service Delivery, Operations, Clearing, Compliance, GCO, Legal, Sales, Marketing, and other stakeholders to address servicing needs and ensure operational requirements are clearly defined and completed.
Assist with new product onboarding, product maintenance, and implementation activities, including coordination of documentation, training, communications, operational readiness, and advisor support.
Support ongoing relationship management with third-party alternative investment product sponsors, including meeting coordination, follow-up items, issue resolution, and tracking sponsor commitments.
Lead recurring reporting processes and communicate insights to key stakeholders.
Monitor open items, risks, and implementation milestones; communicate status and escalate issues as appropriate.
Identify opportunities to improve the advisor and client experience through enhancements to service, processes, tools, policies, and procedures.