Senior Product Manager, Wealth Management

Responsibilities

• Drive Ameriprise Client Experience initiatives in advisory business that grows assets, increases net flows, drives revenue generation, and implements cost/expense saves
• Support the development of the Advisor/Client Experience across the advisory platform
• May act as a business lead on small to medium-size projects
• Contribute to the requirements and delivery of new products and services to enhance the client and advisor experience, increase ease of use, meet competitive evolution in the marketplace and/or improve profitability
• Act as an advisory experience SME and provide recommendations from products perspective and working across the organization to drive projects forward
• Seek to learn and track industry trends for continual advancement and competitiveness
• Seek and drive continuous innovation aligned with the project strategy / road map
• Contribute to the WMS Advisory Platform Investment Optimization (I/O) multi-year enhancement agenda
• Lead transition of product development to successful product launch and advisor implementation

• Bachelor's degree in finance, Economics, Business or other related degree and equivalent experience
• 7+ years’ experience in Financial Services industry, preferably product development and/or product management
• Experience working on projects in various roles (Product Manager, Product Analyst, Consultant, subject matter expert, etc.)
• Ability to influence and collaborate with or lead across the organization and at all levels to drive results
• Demonstrated analytical and problem-solving skills
• Proven organizational skills, including managing multiple tasks simultaneously
• Ability to think strategically, while being able to implement tactical plans
• Active Series 7 or ability to obtain within 120 days
• Proficient skill level in Microsoft Office data analytic tool sets

Demonstrates expertise in driving client experience initiatives within the financial services industry, focusing on product development, project management, and strategic implementation. Proven ability to influence stakeholders and lead cross-functional teams to enhance advisor and client experiences while optimizing profitability.

• Active Series 7

• Microsoft Office
• Data Analytic Tools