Product Manager - Wealth Management

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

The Product Manager role, within the Wealth Management Solutions – Product and Platform Solutions Development team, serves as a subject matter expert for the advisory platform, supporting initiatives that enhance the advisor and client experience across the advisory platform. This role partners across the organization to enhance advisory solutions, resolve complex issues, and maintain a strong compliance environment.

Key Responsibilities Serve as a business lead and/or subject matter expert on projects of varying scale across product lines; representing advisory products on cross-organizational projects and initiatives.

Support the development and enhancement of the advisor and client experience across the advisory platform.

Ensure a strong compliance environment through regular review of policies, procedures, reports, and controls; identify required changes and support implementation.

Provide quantitative and qualitative research and analysis to identify opportunities, evaluate industry trends and competitor offerings, and make recommendations related to product enhancements, platform changes, and new offerings.

Partner with Technology, Service, Operations, Compliance, Legal, Marketing, Training, and external vendors to develop and improve advisory products, programs, and platform capabilities.

Develop and enhance programs and platform features that support asset growth, net flows, advisor adoption, client engagement, revenue generation, and firm profitability.

Lead product efforts that support advisor acquisition, broaden platform usage, and grow client assets under management.

Lead resolution of complex and non-routine advisor and client issues by working across internal teams, vendors, and partner organizations.

Build and maintain effective relationships with business partners, stakeholders, and third-party providers.

Lead the transition of product development initiatives into ongoing product management, including process, procedure, and documentation development.

Required Qualifications Bachelor's degree or equivalent experience5+ years financial services experience

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

Active Series 7 or the ability to obtain within 120 days

Preferred Qualifications Project Management experience

Experience working with Ameriprise project methodologies (JIRA,…