Product Manager Wealth Management at Ameriprise Financial Services, LLC | Charlotte, NC, US | Rezi

Product Manager Wealth Management at Ameriprise Financial Services, LLC

Product Manager Wealth Management

Ameriprise Financial Services, LLC · Charlotte, NC, US

3 weeks ago

Product Manager Wealth Management

Ameriprise Financial Services, LLC · Charlotte, NC, US

23 days ago
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About the Role

The Product Manager will serve as a subject matter expert supporting the development of the end-to-end advisor and client experience across the advisory platform. This role will also ensure the maintenance of a healthy compliance environment by completing regular reviews of policies, procedures, and reports.

Responsibilities

  • Act as a business lead/subject matter expert on medium to large projects, providing direction from a product perspective and working across the organization to drive projects forward.
  • Ensure the maintenance of a healthy compliance environment by completing regular reviews of policies, procedures, and reports and identifying change.
  • Lead resolution of complex and non-routine advisor/client issues with internal/external partners.
  • Provide research and analysis from multiple sources to support business needs, such as product adds and platform changes.
  • Protect and increase revenue across the advisory platform by developing and enhancing new programs and features that support firm ROA.
  • Lead investment product efforts that support increases in advisor acquisition, broadens advisor usage, and grows clients.
  • Track industry trends for continual advancement and competitiveness.
  • Lead successful transitions of product development to successful product management processes and procedures.

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.

Skills

  • Project Management experience
  • Experience working with Ameriprise project methodologies
  • Working knowledge of Ameriprise systems and tools (including BETA Host, Thomson One/Refinitiv, Denodo)
  • Data analysis experience

Location

  • United States

Work Type

  • Hybrid
  • Full-time

Experience Level

  • 5+ years

Education Level

  • Bachelor's degree or equivalent experience

Salary/Compensations

  • $81,700 - $112,300 / year

Benefits

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

About the Company

  • Diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024.
  • Team of 22,000 people across 19 countries.
  • Serves more than 3.5 million individual, small business and institutional clients.
  • Longstanding leader in financial planning and advice, a global asset manager and an insurer.
  • Unwavering focus on clients and strong financial foundation connects Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.
  • Fosters meaningful careers, invests in the future, and makes 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.