Senior Product Manager-WM

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

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

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.