As a Product Manager within the Wealth Management business group, you will be responsible for managing business/product critical processes, reports and audits. You will also represent the wealth management products group as a subject matter expert and liaison with project initiatives.

Key Responsibilities

Act as a subject matter expert on small to medium scale projects related to the Advisory, Mutual Fund, 529 Plans, Alternative Investments, Structured Products, Capital Markets, Third Party Insurance and Annuity product lines

Ensure the maintenance of a healthy compliance environment by completing regular reviews of policies, procedures, and reports

Perform routine reports and audits accurately and on-time

Manage resolution of complex and non-routine advisor/client issues with internal/external partners

Own and act as subject matter expert for client pre-qualification and product sales kit process for Alternative Investments

Work on special projects and perform other duties as assigned

Required Qualifications

5+ years financial services experience

Bachelor's degree or equivalent experience

Active Series 7 or the ability to obtain within 120 days

Preferred Qualifications

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

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

About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of 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.

Base Pay Salary

The estimated base salary for this role is $81,700 - $112,300 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Marketing/Product Management

Line of Business  

FPPS Wealth Management Solutions