Senior Product Specialist

Ameriprise • Minneapolis, MN

4d • Hybrid

About The Position

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

The role is based in an in-office collaboration model. Employees work in the office at least four days per week and may work from home one day per week; some roles may have additional or different in-office expectations. Applicants must have U.S. work authorization that does not now or in the future require visa sponsorship. This is a full-time, exempt position.

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 when escalating issues.
• 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 enhance products, services, policies, procedures, and client outcomes.
• Analyze trends, recurring issues, and operational data to identify process improvement opportunities and inform decision-making.
• Manage advisor and business partner inquiries, improve 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 for accuracy and effectiveness.
• Manage recurring workflow tracking and follow-through; report on open issues and trends; and 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
• Variable pay may be available in the form of bonus, commissions, and/or long-term incentives, depending on the role.

What This Job Offers

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