• Accountable for ensuring that clear, concise requirements have been captured. Participate in testing and reporting of UAT with internal partners and vendor, reporting defects to vendor ensuring issue resolution, support the implementation check-out process and facilitate the end user communication and training documentation.
• Collaborating across the organization with business, architects, UX designers, product managers and software developers to improve Advisor and client facing tools. Track and evaluate feedback from users for multiple tools.
Job Summary:
We are seeking experienced and strategic Product Managers to join our Product Management team supporting the Ameriprise Brokerage Platform. This team is responsible for driving innovation, enhancing advisor and client experiences, and ensuring the platform remains competitive, compliant, and operationally efficient. You will collaborate cross-functionally to develop and manage platform features, tools, and services that support our financial advisors and clients.
Key Responsibilities:
- Lead and support strategic initiatives to enhance the Ameriprise Brokerage Platform, including new product development, platform enhancements, and advisor tools.
- Act as a subject matter expert (SME) for brokerage products and services across cross-functional projects.
- Partner with internal teams (Technology, Operations, Compliance, Legal, Marketing, Training) and external vendors to deliver platform improvements.
- Analyze platform usage, advisor feedback, and industry trends to identify opportunities for innovation and optimization.
- Drive the development and implementation of platform features that improve advisor efficiency, client satisfaction, and firm revenue.
- Manage product lifecycle activities including roadmap planning, feature prioritization, and performance tracking.
- Ensure platform compliance with regulatory requirements and internal policies.
- Perform UAT Testing for the capabilities of brokerage platform.
- Provide training, demos, and support to advisors and field leaders as needed.
- Contribute to strategic planning and Investment Optimization (I/O) funding requests.
Required Qualifications:
- Bachelor’s degree in Finance, Business, Economics, or related field.
- 4-7 years of experience in financial services, preferably in product management or platform development.
- Strong understanding of brokerage operations, trading systems, and advisor workflows.
- Proven ability to lead cross-functional initiatives and influence stakeholders.
- Excellent analytical, problem-solving, and communication skills.
- Experience working with third-party vendors and managing platform enhancements.
- Ability to think strategically and execute tactically in a fast-paced environment
- Experience working with the following tools: JIRA, Morningstar Advisor Workstation
- Experience with AdTrax submissions
- Experience with vendor management
- Experience with market data / exchange data
About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. 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.
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, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Timings
India Business Unit
Job Family Group
Top Skills
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.
