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

In this role, you will serve as a product owner and a primary subject matter expert for the Signature Wealth program’s end-to-end business architecture. Responsibilities include ensuring the continuity and reliability of critical data consumption and usage, while also overseeing and supporting strategic vendor partnerships.

Key Responsibilities

• Support the end-to-end business architecture for the Signature Wealth platform.

• Assist with Advisory data strategy and analytics for UMA platform including supporting critical vendor relationships.

• Perform critical oversight functions for Advisory data consumption patterns.

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

• Support advisory product/programs as a subject matter expert for projects, initiatives, marketing, sales, and ongoing management.

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

• Assist with managing relationships within the organization and with third-party partners.

• Lead successful transitions of product development to successful product management processes and procedures.

• Identify and recommend changes to policies, procedures, and reporting.

• Support other team initiatives

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 solutions

• Extensive knowledge of advisory products and services

• Ability to articulate complex information in a clear and concise manner

• Attention to detail, accuracy, and high level of personal accountability

• Familiarity with Morningstar

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

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.Full timeExemptMarketing/Product ManagementFPPS Wealth Management Solutions

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.