The Senior Product Manager will be part of the Wealth Management Solutions (WMS) department and will participate in the development, delivery, and/or support of advisory products/programs. In this role, you will primarily focus on providing deep subject matter expert (SME) information on the Signature Wealth Program (flexible unified managed account program) as it relates to operational processes, best practices for onboarding onto the program, documenting feedback from the field, and trends captured to support prioritization of the roadmap of new features & capabilities including industry comparison. Additionally, you will support WMS Consultants, Field Team Members, and Advisors with deeper tool & system functioning experience, operational management of practices, and respond to escalated product-related issues.

 

Key Responsibilities

Driving Ameriprise Client Experience initiatives in advisory business that grows assets, increases net flows, drives revenue generation, and implements cost/expense saves

Supports the development of the Advisor/Client Experience across the advisory platform

Supports advisory product/programs as a SME for projects, initiatives, marketing, sales and adoption

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

Act as an advisory experience SME and provide recommendations from products perspective and working across the organization to drive projects forward

Provide program demonstrations and support advisor practice consultations, training meetings, and conferencing events

Seeks to learn and track industry trends for continual advancement and competitiveness

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.

Required Qualifications

7+ years’ experience in Financial Services industry, preferably product development and/or product management

Bachelor’s degree in finance, Economics, Business or other related degree and equivalent experience

Active Series 7 or ability to obtain within 120 days

Ability to travel up to 10%

Preferred Qualifications

Experience working on projects in various roles (Product Manager, Product Analyst, Consultant, subject matter expert, etc.)

Ability to influence and collaborate with or lead across the organization and at all levels to drive results

Demonstrated analytical and problem-solving skills

Proven organizational skills, including managing multiple tasks simultaneously

Ability to think strategically, while being able to implement tactical plans

Proficient knowledge and familiarity with multiple Ameriprise products/platforms

Strong knowledge of Advisory platforms and solutions

Advanced degrees or financial services certifications

Service and Operational process knowledge for Advisory solutions

Ability to work with advisors related to understanding their practice, accumulating feedback, addressing concerns

Proficient skill level in Microsoft Office data analytic tool sets

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 $93,400 - $128,400 / 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