Product Manager Wealth Management

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.

The Product Manager role, within the Wealth Management Solutions – Product and Platform Solutions Development team, will primarily serve as a subject matter expert supporting the development of the end-to-end advisor and client experience across the advisory platform. This role will also ensure the maintenance of a healthy compliance environment by completing regular reviews of policies, procedures, and reports.

• Act as a business lead/subject matter expert on medium to large projects; responsible for providing direction from products perspective and working across the organization to drive projects forward.
• Ensure the maintenance of a healthy compliance environment by completing regular reviews of policies, procedures, and reports and identifying change; lead resolution of complex and non-routine advisor/client issues with internal/external partners.
• Provide research and analysis (quantitative and qualitative) from multiples sources and make recommendations to support business needs (e.g., product adds, platform changes, etc.).
• Protect and increase the revenue earned across the advisory platform by developing and enhancing new programs and features that support firm ROA.
• Lead investment product efforts that support increases in advisor acquisition, broadens advisor usage and grows clients.
• Tracks industry trends for continual advancement and competitiveness.
• Lead successful transitions of product development to successful product management processes and procedures.

• Bachelor's degree or equivalent experience
• 5+ 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

• 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

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).

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…