Senior Product Specialist

Ameriprise Financial Services, LLC • Minneapolis, MN

5d • $71,300 - $98,100 • Hybrid

About The Position

As a Senior Product Specialist within Retirement Solutions, you will support product execution, operational excellence, and advisor service. You will work across business functions to analyze trends, improve workflows, coordinate product activities, and promote consistent outcomes for clients and advisors. The role provides exposure to product management, retirement plan services, compliance, and operations, with opportunities to contribute to process improvements and business results.

This is a full-time position. Employees work in the office at least four days per week, with flexibility to work from home one day per week. Some roles may have different or additional in-office expectations, which will be discussed during hiring. The estimated base salary is $71,300–$98,100 per year; total compensation may vary based on job-related factors and may include variable pay. The company offers benefits including vacation and sick time, 401(k), and health, dental, and life insurance.

Requirements

• At least two years of experience in product support, financial services, retirement plans, operations, project coordination, or a related field.
• Bachelor’s degree or an equivalent combination of education and relevant experience.
• Relationship management and project management skills, including the ability to use data to identify trends and recommend solutions.
• Experience supporting financial advisors, product managers, recordkeepers, customers, or cross-functional business partners.
• Ability to work independently, manage competing priorities, maintain audit-ready documentation, and exercise sound judgment about issue escalation.
• Valid U.S. work authorization that does not now or in the future require visa sponsorship for employment in the United States.

Nice To Haves

• Knowledge of employer-sponsored retirement plans, including 401(k) and 403(b) products.
• FINRA registrations or progress toward relevant industry credentials.

Responsibilities

• Conduct industry and competitor research and provide insights and recommendations to improve products, services, policies, procedures, and client outcomes.
• Analyze trends, recurring issues, and operational data to identify process improvements and inform decisions.
• Manage advisor and business partner inquiries, improve inquiry routing and response quality, and support consistent service delivery across Retirement Solutions.
• Support product approval, compensation, and retirement plan client service activities, escalating matters requiring business, legal, compliance, or product management decisions.
• Maintain and update marketing materials, analytical tools, research resources, and supporting documentation.
• Track recurring workflows and follow through on open items; prepare reports on open issues and trends; maintain business procedures and audit-ready documentation.
• Coordinate audit data preparation, validation, and delivery for retirement plan sponsors and third-party administrators, ensuring timely and accurate completion.
• Partner with Sales, Operations, Compliance, Legal, Supervision, Marketing, recordkeepers, and external retirement partners on product and operational initiatives.

Benefits

• Vacation time
• Sick time
• 401(k)
• Health insurance
• Dental insurance
• Life insurance
• Eligible roles may receive variable compensation, such as bonuses, commissions, and/or long-term incentives.

What This Job Offers

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