Manager – Financial Advice Tools

Ameriprise Financial Services, LLC

. Own end-to-end support for the MoneyGuide vendor financial advice tool .

Posted 9/22/2026full-timeMinneapolis • Minnesota • United StatesMid-LevelSenior💰 $93,400 - $128,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong project and program management skills with a focus on large-scale technology development in financial services. Proficient in managing vendor relationships, compliance, and enhancing financial planning tools to align with organizational goals.

Highest-signal resume keywords

Project ManagementFinancial Services ExperienceMoneyGuide Pro ExperienceTechnical Development ProcessesLeadership Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementProgram ManagementAgile Project ExecutionFinancial PlanningAsset AllocationInvestment StrategiesRetirement PlanningTax PlanningEstate PlanningCompliance Controls

Soft Skills

LeadershipCommunicationInfluencing SkillsCoachingPerformance Management

Tools & Technologies

MoneyGuide ToolVendor Management ToolsTechnology Development ToolsTraining MaterialsIssue Escalation Processes

Industry Keywords

Financial ServicesVendor Relationship ManagementStakeholder EngagementLegal & Compliance ReviewsStrategic Direction

About the role

Key responsibilities & impact

Own end-to-end support for the MoneyGuide vendor financial advice tool
Support Financial Advice project initiatives and daily business management of the MoneyGuide tool
Provide end-user support and resolve technology-related issues
Own the day-to-day vendor tool relationship and drive enhanced tool capabilities aligned with advisor needs and strategic direction
Lead or support large-scale, complex projects through development and delivery of tool enhancements and maintenance
Manage technology development, vendor management, communications, marketing, training, and advisor experience processes
Own project objectives, deliverables, communications, issue escalation, decision-making, and solution generation
Manage daily activities for the assigned Financial Advice vendor tool, including advisor and technology support
Address field and internal stakeholder questions regarding tool capabilities
Manage vendor information security reviews and procurement Statements of Work
Lead recurring and release-driven Legal & Compliance tool reviews
Manage and prioritize the enhancement log, testing, implementation release validation, and tool reference materials/training
Influence vendor roadmap capabilities
Establish and manage relationships with vendors, field organization, product companies, marketing, technology, legal, and compliance teams
Determine strategic direction for financial planning tools and align them with organizational business goals
Gain support from internal and external partners and provide clear strategic direction
Lead direct reports through coaching, feedback, and performance management
Lead project teams and cross-organizational contributors to ensure effective resource utilization and delivery of commitments
Provide direction on highly technical and complex Financial Advice tool content affecting client advice

Requirements

What you’ll need

High school or equivalent
3-5 years financial services experience
Experience working in Financial Services
Strong project and program management skills, including expertise in large scale technology development projects
Understanding of technical development processes, compliance controls, field organization, and competitive landscape
Strong leadership and communication skills
Ability to influence direct reports, project teams, cross organization partners, and vendors
Valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States
Bachelor's degree or equivalent (preferred)
Strong technical knowledge of financial planning and advice disciplines including asset allocation, investment, retirement, protection, tax, and estate planning (preferred)
Excellent execution discipline and demonstrated strength in implementing strategies (preferred)
Proficient in Product Management, Project Management, Agile project execution, Operation or Systems support (preferred)
MoneyGuide Pro experience (preferred)

Benefits

Comp & perks

Variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role
Vacation time
Sick time
401(k)
Health insurance
Dental insurance
Life insurance
Flexible work arrangement: work from home one day per week