Product Manager Wealth Management

As a Product Manager within the Wealth Management business group, you will be responsible for managing business/product critical processes, reports and audits. You will also represent the wealth management products group as a subject matter expert and liaison with project initiatives.

Key Responsibilities

• Act as a subject matter expert on small to medium scale projects related to the Advisory, Mutual Fund, 529 Plans, Alternative Investments, Structured Products, Capital Markets, Third Party Insurance and Annuity product lines

• Ensure the maintenance of a healthy compliance environment by completing regular reviews of policies, procedures, and reports

• Perform routine reports and audits accurately and on-time

• Manage resolution of complex and non-routine advisor/client issues with internal/external partners

• Own and act as subject matter expert for client pre-qualification and product sales kit process for Alternative Investments

• Work on special projects and perform other duties as assigned

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 new product solutions

• Knowledge and experience working with Ameriprise product suite

• Strong understanding of compliance and regulatory environment

• Proven organizational skills, including managing multiple tasks simultaneously

• Strong written and verbal communication skills

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

• Project Management experience

• Experience working with Ameriprise project methodologies

• Working knowledge of Ameriprise systems and tools (including BETA Host, Thomson One/Refinitiv, Denodo)

• Data analysis experience

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 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of 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.

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