Senior Product Manager Wealth Management positions focus on delivering results in their domain. This page aggregates open Senior Product Manager Wealth Management roles and what employers typically expect.
**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 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. **Job Description** The Senior Product Manager will be part of the Wealth Management Solutions (WMS) department and will participate in the development, delivery, and/or support of advisory products/programs. In this role, you will primarily focus on advisory product/programs as a subject matter expert (SME) for projects, initiatives, marketing, sales and adoption. **Key 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 **Required Qualifications** - 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 **Preferred Qualifications** - Proficient knowledge and familiarity with multiple Ameriprise products/platforms - Strong knowledge of Advisory platforms and solutions - Advanced degrees or financial services certifications - Service and Operational process knowledge for Advisory solutions - Ability to work with advisors related to understanding their practice, accumulating feedback, addressing concerns **Visa Sponsorship** 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). **In-Office Collaboration** 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 th…