Senior Product Manager, Wealth Management

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 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.

Job Description

Key Responsibilities

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

• Support the development of the Advisor/Client Experience across the advisory platform

• May act as a business lead on small to medium-size projects

• Contribute 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

• Seek to learn and track industry trends for continual advancement and competitiveness

• Seek and drive continuous innovation aligned with the project strategy / road map

• Contribute to the WMS Advisory Platform Investment Optimization (I/O) multi-year enhancement agenda

• Lead transition of product development to successful product launch and advisor implementation

Required Qualifications

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

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

• 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

• Active Series 7 or ability to obtain within 120 days

• Proficient skill level in Microsoft Office data analytic tool sets

Preferred Qualifications

• 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

Visa Sponsorship

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).

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Base Pay Salary

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.