Product Manager

Posted Yesterday
Be an Early Applicant
2 Locations
In-Office
Expert/Leader
Fintech • Payments • Financial Services
The Role
This role involves overseeing the Signature Wealth program's architecture, supporting data strategies, managing vendor relationships, and leading product management initiatives.
Summary Generated by Built In

About Our Company

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection.

Be part of an inclusive, collaborative culture that rewards you for your contributions, and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you're talented, driven and want to work for a strong, ethical company that cares, take the next step and create a career at Ameriprise India LLP.

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

  • 10+ 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

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 three (3) days per week, with flexibility to work from home two (2) days 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.

Full-Time/Part-Time

Full time

Timings

(4:45p-1:15a)

India Business Unit

AWMPO AWMP&S President's Office

Job Family Group

Business Support & Operations

Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, military status, veteran status, marital status, pregnancy, 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.

Skills Required

  • 10+ years' financial services experience
  • Bachelor's degree or equivalent experience
  • Active Series 7 or ability to obtain within 120 days
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The Company
40 Employees

What We Do

RBFCU Wealth Management, The Garner Davis Group is a financial advisory practice of Ameriprise Financial Services, LLC. With a combined 39 years of experience, our team uses a financial planning process designed to help high net worth individuals, families and business leaders help manage their finances and assets. AREAS OF FOCUS • Family Finances • Retirement Planning Strategies • Wealth Preservation Strategies • Investment Management • Retirement Plan Distribution • Social Security Retirement Benefits • Small Business • Business Retirement Plans • Tax Planning Strategies CONNECT WITH US Phone: 979-417-0563 | 512-873-2527 OFFICE LOCATIONS 8300 N MOPAC EXPY, Suite 100, Austin, TX 78759 107 THIS WAY, Suite A, Lake Jackson, TX 77566 1 IKEA-RBFCU PKWY, Live Oak, TX 78233-2792 Please visit http://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media

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