Senior Product Manager, Wealth Management

Posted 2 Days Ago
Be an Early Applicant
2 Locations
In-Office
93K-128K Annually
Senior level
Fintech
The Role
Leads advisory platform product strategy and development for wealth management. Partners with business and technology teams to define requirements, prioritize enhancements, deliver functionality, and improve advisor and client experiences. Oversees compliance, governance, controls, and reporting; analyzes business and market data; develops advisory programs and investment solutions; resolves complex issues; and identifies innovation opportunities. Requires substantial financial services experience, wealth management expertise, and Series 7 licensing.
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

As a Senior Product Manager, Wealth Management, you will serve as a strategic leader responsible for advancing advisory platform capabilities across the wealth management business. You will partner with business and technology teams to shape product strategy, deliver innovative solutions, and enhance the advisor and client experience. This role offers significant visibility, influence, and the opportunity to drive growth, operational excellence, and regulatory readiness through impactful product development initiatives.

Responsibilities

  • Lead medium to large product development initiatives as the business lead and subject matter expert for advisory platform solutions.
  • Partner across business and technology teams to define requirements, prioritize enhancements, and deliver new platform functionality.
  • Maintain a strong compliance and governance environment through oversight of policies, procedures, controls, and reporting.
  • Conduct quantitative and qualitative analysis to support product, platform, and strategic business decisions.
  • Develop and enhance advisory programs, features, and investment solutions that support revenue growth and advisor adoption.
  • Resolve complex advisor and client issues in collaboration with internal and external partners.
  • Monitor industry trends and competitive developments to identify opportunities for innovation and continuous improvement.

Qualifications

  • 7+ years of experience in financial services, with expertise in product management, product development, or wealth management solutions.
  • Deep knowledge of advisory products and investment solutions, including managed accounts, mutual funds, exchange-traded funds, and related offerings.
  • Bachelor's degree or equivalent combination of education and relevant experience.
  • Active Series 7 license or ability to obtain within 120 days of hire.
  • Experience leading projects and influencing outcomes across cross-functional teams and organizational levels.
  • Strong analytical, research, and data analysis capabilities, including proficiency with Microsoft Office analytical tools.
  • Demonstrated strategic thinking, problem-solving, organization, communication, and collaboration skills.
  • Knowledge of Ameriprise products, platforms, field channels, and related systems is preferred.

U.S. Work Authorization & 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

  • 7+ years of experience in financial services, with expertise in product management, product development, or wealth management solutions
  • Deep knowledge of advisory products and investment solutions, including managed accounts, mutual funds, and exchange-traded funds
  • Bachelor's degree or equivalent combination of education and relevant experience
  • Active Series 7 license or ability to obtain it within 120 days of hire
  • Experience leading projects and influencing outcomes across cross-functional teams and organizational levels
  • Strong analytical, research, and data analysis capabilities, including proficiency with Microsoft Office analytical tools
  • Strategic thinking, problem-solving, organization, communication, and collaboration skills
  • Knowledge of Ameriprise products, platforms, field channels, and related systems

Ameriprise Financial Services, LLC Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Ameriprise Financial Services, LLC and has not been reviewed or approved by Ameriprise Financial Services, LLC.

  • Retirement Support — Feedback suggests a 401(k) with company contributions and financial well‑being programs strengthens long‑term savings. Employee stock purchase access and planning subsidies further support retirement readiness.
  • Strong & Reliable Incentives — Feedback suggests annual and long‑term performance incentives, alongside variable or commission components in advisor roles, can create meaningful upside for certain positions. Licensing support and bonus opportunities reinforce a performance‑linked pay mix.
  • Flexible Benefits — Feedback suggests flexible work options, the ability to purchase extra vacation, and paid volunteer time provide adaptable benefits for different life needs. On‑site clinic and fitness resources at headquarters and wellbeing programs add convenient lifestyle support.

Ameriprise Financial Services, LLC Insights

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The Company
HQ: Minneapolis, MN
16,649 Employees
Year Founded: 1894

What We Do

Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals. We believe that with the right advisor, the right advice, and the right firm, life can be brilliant. Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states. Learn how you can build your career at Ameriprise Financial. *Ameriprise Financial Q2 2020 Statistical Supplement All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested. By clicking on a hyperlink, you may be directed to a non-Ameriprise website. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial. Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.

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