Senior Product Manager, Wealth Management

Posted 2 Days Ago
Be an Early Applicant
2 Locations
In-Office
93K-128K Annually
Senior level
Fintech • Payments • Financial Services
The Role
Lead advisory product efforts within Wealth Management Solutions to develop, launch, and optimize advisor and client experiences. Serve as SME, drive projects that grow assets and revenue, support advisor adoption, track industry trends, and contribute to multi-year platform enhancements and product launches.
Summary Generated by Built In

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

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 advisory product/programs as a subject matter expert (SME) for projects, initiatives, marketing, sales and adoption.

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

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.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Marketing/Product Management

Line of Business  

FPPS 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.

Skills Required

  • Bachelor's degree in Finance, Economics, Business or related
  • 7+ years' experience in Financial Services industry, preferably product development or product management
  • Experience working on projects in various roles (Product Manager, Product Analyst, Consultant, SME, etc.)
  • Ability to influence and collaborate with or lead across the organization and at all levels
  • Demonstrated analytical and problem-solving skills
  • Proven organizational skills, including managing multiple tasks simultaneously
  • Ability to think strategically and implement tactical plans
  • Active Series 7 or ability to obtain within 120 days
  • Proficient skill level in Microsoft Office data analytic tool sets
  • Valid work authorization that does not require visa sponsorship
  • Ability to work in-office at least four days per week
  • 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 to understand their practice and gather feedback
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The Company
HQ: Seguin, TX
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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