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About the Role

The Product Manager role within the Wealth Management business group is responsible for managing critical business/product processes, reports, and audits. This role also serves as a subject matter expert and liaison for project initiatives, focusing on enhancing the advisor and client experience across the advisory platform.

Responsibilities

Serve as a business lead and/or subject matter expert on projects of varying scale across product lines; representing advisory products on cross-organizational projects and initiatives.
Support the development and enhancement of the advisor and client experience across the advisory platform.
Ensure a strong compliance environment through regular review of policies, procedures, reports, and controls; identify required changes and support implementation.
Provide quantitative and qualitative research and analysis to identify opportunities, evaluate industry trends and competitor offerings, and make recommendations related to product enhancements, platform changes, and new offerings.
Partner with Technology, Service, Operations, Compliance, Legal, Marketing, Training, and external vendors to develop and improve advisory products, programs, and platform capabilities.
Develop and enhance programs and platform features that support asset growth, net flows, advisor adoption, client engagement, revenue generation, and firm profitability.
Lead product efforts that support advisor acquisition, broaden platform usage, and grow client assets under management.
Lead resolution of complex and non-routine advisor and client issues by working across internal teams, vendors, and partner organizations.
Build and maintain effective relationships with business partners, stakeholders, and third-party providers.
Lead the transition of product development initiatives into ongoing product management, including process, procedure, and documentation development.

Requirements

Bachelor's degree or equivalent experience
5+ years financial services experience
Excellent strategic and analytical skills to solve complex problems and identify new product solutions
Knowledge and experience working with Ameriprise product suite
Strong understanding of compliance and regulatory environment
Proven organizational skills, including managing multiple tasks simultaneously
Strong written and verbal communication skills
Attention to detail, accuracy, and high level of personal accountability
Active Series 7 or the ability to obtain within 120 days
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).

Skills

Project Management experience
Experience working with Ameriprise project methodologies (JIRA, Agile)
Experience with advisory products, platforms, and wealth management solutions.
Understanding of Ameriprise business units, field organization, and operational processes.
Working knowledge of Ameriprise systems and tools (including BETA Host, Thomson One/Refinitiv)
Data analysis experience

Location

In-Office Collaboration

Work Type

Full time
Hybrid

Experience Level

5+ years financial services experience

Education Level

Bachelor's degree or equivalent experience

Salary/Compensations

$73,500 - $129,100 / year

Benefits

Vacation time
Sick time
401(k)
Health, dental and life insurances

About the Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024.
Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients.
We are a longstanding leader in financial planning and advice, a global asset manager and an insurer.
Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.
Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Equal Opportunity

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.