Senior Product Specialist

Ameriprise Financial Services, LLC•Minneapolis, MN
•$71,300 - $98,100•Hybrid

About The Position

The Senior Product Specialist within Wealth Management Solutions (WMS) will participate in the development, delivery, and support of advisory products/programs. Assist in the Ameriprise Client Experience initiatives in advisory business that grows assets, increases net flows, drives revenue generation, and implements cost/expense saves.

Requirements

  • Bachelor’s degree in Finance, Economics, Business or other related degree or equivalent experience.
  • 3+ years of experience in Financial Services industry, preferably product development and/or product management.
  • Strong analytical and problem-solving skills using data to identify trends and issues and potential ways to solve the issue.
  • Advisor or customer service experience.
  • Proficient skill level in Microsoft Office data analytic tool sets.
  • Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

Nice To Haves

  • Desire to obtain FINRA Series 7 license.
  • Knowledge of Advisory platforms and solutions
  • Project management experience preferred.

Responsibilities

  • Supports the development of the Advisor/Client Experience across the advisory platform.
  • Completes analysis and makes research-based recommendations to improve product features, sales, marketing, processes, and procedures.
  • Contributes 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.
  • Actively identifies opportunities to recommend, develop and build competitor analysis capabilities for the organization.

Benefits

  • vacation time
  • sick time
  • 401(k)
  • health, dental and life insurances
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