Product Manager – Wealth Management

. Act as a business lead/subject matter expert on medium to large projects .

Posted 10/15/2026full-timeUnited StatesMid-LevelSenior💰 $81,700 - $112,300 per yearWebsite

Key responsibilities & impact

Act as a business lead/subject matter expert on medium to large projects
Provide product-direction expertise and work across the organization to drive projects forward
Complete regular reviews of policies, procedures, and reports to maintain a healthy compliance environment
Identify changes and lead resolution of complex and non-routine advisor/client issues with internal and external partners
Provide quantitative and qualitative research and analysis from multiple sources
Make recommendations supporting business needs, including product additions and platform changes
Protect and increase revenue across the advisory platform by developing and enhancing programs and features supporting firm ROA
Lead investment product efforts supporting advisor acquisition, broader advisor usage, and client growth
Track industry trends for continual advancement and competitiveness
Lead successful transitions from product development to product management processes and procedures

What you’ll need

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
Valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States
Project Management experience
Experience working with Ameriprise project methodologies
Working knowledge of Ameriprise systems and tools, including BETA Host, Thomson One/Refinitiv, and Denodo
Data analysis experience

Comp & perks

Vacation time
Sick time
401(k)
Health insurance
Dental insurance
Life insurance
Variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role
Flexible work arrangement: work from home one (1) day per week
Reasonable accommodation support for individuals with disabilities during recruitment and interviews